Skip to main content

Working with Cabinets and folders

Creating, Editing and Deleting Cabinets and Folders

1 author9 articles
Editing Folder Properties (folder names, tags, metadata)Required Roles: Workspace Manager Step 1. Navigate to the folder. Step 2. Switch to Workspace Manager in the top right corner of Kivo. Cli...
Workspace Manager in KivoA Workspace Manager is an administrative role that has control over a Kivo SaaS workspace and access to a settings tabs, where user permis...
Delete Folder(s)Workspace Manager user permissions are required to delete folders. Workspace Manager users can delete one or more folders at any level. Fo...
Adding a Workflow to a CabinetStep 1: As a Workspace Manager user, enter Manager Mode:   Step 2: Navigate to the relevant cabinet, select the ellipsis icon, and select...
Create Custom Metadata FieldsPlease note that only Work Space Manager can create a custom Metadata fieldTo create a Custom Metadata field Log in to Kivo as a User wi...
Tagging a folder1. Log in to Kivo and Navigate to the folder you wish to add a tag. 2. Switch to Manager Mode. 3. Click on the Ellipsis and choose Edit   ...
Create a folderWorkspace Manager> Working with Cabinets and Folders Workspace Manager user permissions. Step 1.  Log in to Kivo as a User with Workspa...
Create a new CabinetPlease note that only Workspace Managers can add new cabinets.Here are the steps: Click on you name in the upper right corner and select ...
Moving Folder(s)Workspace Manager> Working with Cabinets and Folders Workspace Manager user permissions. Any folder can be moved from one location to a...