Creating and Organizing Documents
Authoring, Uploading and adding content
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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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...
Create PlaceholdersUsers can create placeholders to define where content is expected in specific cabinets, studies, or programs. This feature is most commonl...
Uploading Documents to PlaceholdersDocuments can be uploaded directly to designated placeholders in specific folders.
Step 1: Locate and select the relevant placeholder to u...