Kivo

Kivo accepts uploads of any file type. This article covers file size guidance, which file types support in-platform preview, and which formats support real-time collaboration.

Accepted File Types in Kivo

Required Roles: Workspace Manager (to configure), Editors/Reviewers/Viewers (to use structures)Required Permissions: Access to the relevan...

Organizing Content with Folders and Cabinets

Users with appropriate authoring permissions ("Editor") can author a document in Kivo.Authoring a new document is similar to Uploading Doc...

Authoring a New Document

Documents can be uploaded to specific locations within Kivo as single documents.
Alternatively, multiple documents can be bulk uploaded to...

Upload Documents to Kivo

Create 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…

Using Document Placeholders

Learn 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.

Uploading Documents to Placeholders

Search the contents of your documents, not just their names. How Full Text Search (FTS) works and how it protects your data.

Full Text Search: search inside your documents, not just their names

Casey Huxtable

Creating and Organizing Documents

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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