Documents Overview

The Documents feature provides centralized storage and management for all your project files.

Updated over a month ago

What are Documents?

Documents in Kaana are files you upload and associate with:

• Projects

• Organizations

• Activities

• Requirements

Supported file types include:

• PDF documents

• Microsoft Word (.docx)

• Microsoft Excel (.xlsx)

• Images (PNG, JPG)

• And more

Viewing Documents

Document Library

Navigate to Documents to see all documents you have access to.

The library shows:

• Document name

• Type/format

• Upload date

• Uploader

• Associated projects

Filtering

Filter documents by:

• Type — PDFs, spreadsheets, images, etc.

• Project — Documents for specific projects

• Date — Upload date range

• Uploader — Who uploaded the file

Searching

Use the search bar to find documents by:

• File name

• Description

• Tags

Document Details

Click on a document to view:

• Full document information

• Preview (for supported types)

• Version history

• Associated projects and activities

• Comments

Uploading Documents

Single Upload

1

Single upload

• Navigate to Documents or a project's Documents tab

• Click + Upload

• Select a file from your computer

• Add details:

  • Name — Display name for the document

  • Description — What this document contains

  • Project — Associate with a project (optional)

• Click Upload

Drag and Drop

• Drag files directly onto the documents area

• Multiple files can be uploaded at once

• Files are queued and uploaded in order

From Project

1

Upload from a project

• Open a project

• Go to the Documents tab

• Click + Upload or drag files

• The document is automatically linked to the project

Document Versions

Kaana tracks version history for documents.

Uploading a New Version

1

Upload a new version

• Open the document

• Click Upload New Version

• Select the updated file

• Add version notes (optional)

• Click Upload

Viewing Version History

1

View version history

• Open the document

• Click Version History

• See all versions with:

  • Upload date

  • Uploader

  • Version notes

• Download any previous version

Linking Documents

Link to Projects

1

Link a document to additional projects

• Open the document

• Click Link to Project

• Select additional projects

Unlink from Projects

1

Unlink a document from a project

• Open the document

• Find the project in the linked list

• Click the unlink icon

Downloading Documents

1

Download a document

• Open the document

• Click Download

Or right-click in the document list and select Download.

Deleting Documents

1

Delete a document

• Open the document

• Click the ... menu

• Select Delete

• Confirm deletion

Note: Deleting removes all versions and cannot be undone.

Document Permissions

• View access depends on your project access

• Upload requires edit permissions

• Delete requires appropriate permissions

• Documents follow tenant isolation

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Related Articles

• Welcome to Kaana

• Projects Overview

• Activities Overview

• Requirements Overview

• Blueprints & Templates

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