Creating and Organizing Documents
Authoring, Uploading and adding content
By Casey1 author6 articles
Accepted File Types in KivoRequired Roles: EditRequired Permissions: Upload or edit access within the target cabinet or folder Index
Overview
Supported File Formats
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Organizing Content with Folders and CabinetsRequired Roles: Workspace Manager (to configure), Editors/Reviewers/Viewers (to use structures)Required Permissions: Access to the relevan...
Authoring a New DocumentUsers with appropriate authoring permissions ("Editor") can author a document in Kivo.Authoring a new document is similar to Uploading Doc...
Upload Documents to KivoDocuments can be uploaded to specific locations within Kivo as single documents.
Alternatively, multiple documents can be bulk uploaded to...
Using Document PlaceholdersCreate and manage document placeholders to define expected content, assign ownership, set due dates, and track completeness. Placeholders help ensure required documents are uploaded on time and support inspection readiness…
Uploading Documents to PlaceholdersLearn how to upload documents directly to placeholders in Kivo, including drag-and-drop upload, creating from templates, aliasing existing documents, and excluding placeholders when content is not applicable.