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Document Lifecycle - Drafting, Editing and Approval

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...
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 ...
Adding a Version to a File or DocumentDocument Management> Editing Documents and Working with Versions Users with Editor or Reviewer role and Edit permissions can add a vers...
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...
Custom Workflows - Creating a WorkflowCreating a workflow Step 1: To create a new workflow as a Workspace Manager user, navigate to Settings > Workspace Settings:   Step 2:...
Custom WorkflowsNote: Custom Workflows is only available in the Mark 3 version of Kivo Go system. To upgrade to the Mark 3 version, please contact Kivo Su...
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 “...