Document Lifecycle - Drafting, Editing and Approval
By Casey and 1 other2 authors18 articles
- Add Metadata to a version of a DocumentMetadata fields can be defined as Text, Date, Select (Picklist), or Multi-select. Individual fields can also be set as required. Individua...
- How to Cancel or Reset an Active Document WorkflowCancel an active collaboration, review, editing session, or approval workflow in Kivo — from the document or from the Active Workflows manager view.
- Approving a Document (workflow disabled) Please note that before approving a document, user must have approval permissions and you should lock the document you wish to approve.I...
- Review a Document in a WorkflowRequired Roles: Editor, Reviewer Required Permissions: Edit NOTE: Workflow settings and steps are configured per workspace. Step 1. Find ...
- Editing a Document in Microsoft WordRequired Roles: Editor, Reviewer Required Permissions: Edit Step 1: Navigate to the document. Notice the workflow steps applied to the doc...
- Editing a File or Version in BrowserDocument Management>Create, Delete and Working with Content Versions>Editing and Working with Versions Editor Permissions. Cabinets ...
- Renaming a DocumentUsers with Editor permissions can rename a document. Documents cannot be renamed while in a workflow step or while Locked. Step 1. Navigat...
- Approving a Document - Simple Approval WorkflowDocuments can approved following completion of a Review workflow. The approval process within Kivo allows users to execute an eApproval wo...
- Approving a Document - Sign & Approve WorkflowDocument Management>Editing, Reviewing and Approving Content-Workflows Kivo Version: Pre Mark 3 Kivo utilizes a DocuSign integration to...
- Document Review WorkflowThe Document Review workflow allows an Editor or Reviewer to conduct a QC review on a draft document. A review workflow must be complete...
- Add/Remove a user from a Collaboration SessionAfter a collaboration session has been created, navigate to the file in the DMS. In the Active Collaboration section of the Document Detai...
- Add a Description to a document versionDocument Management>General Document Management Editor user permissions. Step 1. Navigate to the document that you wish to add a descr...
- How to add a PDF Rendition to a versionClick on Documents Navigate to the Document you want to add a PDF to Click on the Ellipsis to open the Action Menu Click on “...
- Automating Document Lifecycle with Version LabelsLearn how to configure Version Labels in Kivo to automate document lifecycle states such as effective, expired, and superseded. This article explains how labels are applied through workflows, date rules,…
- Retiring and Reinstating Documents in KivoLearn how to retire and reinstate documents in Kivo using Version Labels. Configure permissions, mark versions as retired, and understand visibility and lifecycle behavior when removing documents from active use.
- Approve Multiple Documents at Once (Bulk Approval)How to use bulk approval to approve multiple documents at once in Kivo, including how to select documents from the folder view and table view, the preflight eligibility check, approval…
- Create and Configure a WorkflowHow to create a workflow template in Workspace Settings, add and configure steps (Collaboration, Review, Approve, Assign To, Periodic Review), and modify or delete existing workflows.
- Document Signing Order: Sequential vs. Parallel ApprovalsLearn the difference between sequential and parallel signing order in Kivo, how each is configured for e-signature approvals and Review steps, and how to choose the right order for your…