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Documents section

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Explore Documents

Enter Documents in a left pane in a Board.

You will be presented with all documents added to a Board.

All Documents in a Board get added to a particular Document Source in KanBo. Every KanBo Boards has its own Document Source.

Change Document Source for Board

You can change a Document Source to view its documents (if a Document Source is attached to a Board).


Upload a new document

Click on Upload button to upload a new file into Documents section. Click on Refresh to see a freshly added Document in Documents lists.

Create folders for documents

Create a new folder and add Documents to it. You can also create new folders for Board in a Document section. Simply click on + New folder button.

Write a folder name and click Add.


You can now enter it and start adding files.

Once you enter a folder, you will have Breadcrumb navigation through the Documents section.

To remove a folder, go back to Documents section and hover over a folder. Select three dots button and then, select Delete.

Attachments folder

This folder is created automatically by KanBo once you transfer your emails to become Cards, using KanBo Outlook App.

Once you enter this folder, you will see many sub-folders, each one containing data and documents from your transferred email

Uploading new documents with not supported characters

Simply click on Upload to add new documents.
Once you upload a new document, containing not supported characters, a communicate will appear. Now you can move forward and upload the document with corrected name – KanBo will change the name for you.

Documents actions

You can click on 

button next to Document's name to open it in browser, download it, see it's references or delete a Document.





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