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Access & Administration

1 author19 articles
Handling Unblinded Data in KivoLearn how Kivo handles unblinded data access and visibility, including how to enable unblinded viewing permissions, what it means for regulatory and clinical content, and how access is controlled by…
Troubleshooting E-Signature Approval Issues in KivoTroubleshoot e-signature approval issues in Kivo, including missing PDFs, users not appearing on approver lists, and approval errors. Learn common causes, step-by-step fixes, and when to contact Support for Microsoft…
Creating a Document AliasRequired Roles: Editor, Reviewer Required Permissions: EditCreating a Document Alias allows you to author a document in one location and h...
Understanding Document and Version DetailsEvery file in the document management has a details view that offers a host of information about the document, versions, metadata and more...
Pin a Document for Quick AccessThe Pin feature creates a shortcut to documents on the Home menu.  Step 1. Navigate to a document that you want to pin and click on the Do...
Sharing a Folder or DocumentShare a document or folder  copies a hyperlink to user's clipboard person(s). Paste hyperlink in email, message or other communication to ...
Locking a DocumentUser with edit permissions and Editor and Reviewer roles can lock the documents, readers do not enjoy this privilege. See information on U...
Delete Document VersionsDocument Management> Deleting Documents and Versions If a document contains multiple draft versions, these draft versions can be soft-d...
Restore Soft-Deleted DocumentsDocument Management> Deleting Documents and Versions Workspace Manager user permissions.  Deleted documents can be restored so that the...
Deleting Draft DocumentsDocument Management> Deleting Documents and Versions Editor user permissions. Draft documents that contain minor versions (0.1, 0.2, 0....
Deleting Approved DocumentsDocument Management>Deleting Documents and Versions Workspace Manager user permissions. Kivo can be configured to allow workspace manag...
Understanding Document DetailsDocument Management>General Document Management Viewer, Reviewer Editor, and Workspace Manager user permissions. Document Details locat...
Export a Folder or CabinetUsers can bulk export a folder and it's contents. This feature can be used on any folder or cabinet by clicking on the Folder action menu....
Convert an Office document to a PDFPlease note that Office file must be in .docx format, please do not use file in .doc format.Here below are the steps to convert an Office ...
Previewing a DocumentClick on Documents    Navigate to the document you wish to preview  In the Current Version box, Click on “Source”  This will open a ...
Move a file in KivoClick on Documents    Navigate to the file you wish to move    In the Document detail pane, click on the waffle menu, in the upper rig...
Downloading a Source Document  Click on Documents  Navigate to the Document you wish to download Click on the arrow next to the version you wish to download  Un...
Download a PDF RenditionClick on Documents    Navigate to the Document you wish to download Click on the arrow next to the version you wish to download Unde...
Accessing the Audit Trail of a DocumentLearn how to view and download a document’s Audit Trail and Where Used report in Kivo to track document history, activity, and where it is referenced across submissions and workflows.