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

1
  • Open the document

  • Click Link to Project

  • Select additional projects

1
  • 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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