Document Management

General Document Management

• Creating an Alias Document
• Convert an Office document to a PDF
• Pin Feature and How to Pin a document
• Understanding Document and Version Details
• Pin a Document for Quick Access
• Sharing a Folder or Document

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Creating Documents

• Authoring a New Document
• Upload Documents to Kivo
• Create Placeholders
• Uploading Documents to Placeholders

Editing and Working with Versions

• Adding a Version to a document -pls Review
• Renaming a Document
• Changing the Name of a Document
• Add Metadata to a version of a Document
• Add a new version to a document
• Add a Description to a document version

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Deleting Documents and Versions

• Delete Document Versions
• Deleting Approved Documents