# 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

{% stepper %}
{% step %}

### 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**
  {% endstep %}
  {% endstepper %}

### 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

{% stepper %}
{% step %}

### 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
  {% endstep %}
  {% endstepper %}

## Document Versions

Kaana tracks version history for documents.

### Uploading a New Version

{% stepper %}
{% step %}

### Upload a new version

* Open the document
* Click **Upload New Version**
* Select the updated file
* Add version notes (optional)
* Click **Upload**
  {% endstep %}
  {% endstepper %}

### Viewing Version History

{% stepper %}
{% step %}

### View version history

* Open the document
* Click **Version History**
* See all versions with:
  * Upload date
  * Uploader
  * Version notes
* Download any previous version
  {% endstep %}
  {% endstepper %}

## Linking Documents

### Link to Projects

{% stepper %}
{% step %}

### Link a document to additional projects

* Open the document
* Click **Link to Project**
* Select additional projects
  {% endstep %}
  {% endstepper %}

### Unlink from Projects

{% stepper %}
{% step %}

### Unlink a document from a project

* Open the document
* Find the project in the linked list
* Click the unlink icon
  {% endstep %}
  {% endstepper %}

## Downloading Documents

{% stepper %}
{% step %}

### Download a document

* Open the document
* Click **Download**

Or right-click in the document list and select **Download**.
{% endstep %}
{% endstepper %}

## Deleting Documents

{% stepper %}
{% step %}

### Delete a document

* Open the document
* Click the **...** menu
* Select **Delete**
* Confirm deletion

Note: Deleting removes all versions and cannot be undone.
{% endstep %}
{% endstepper %}

## Document Permissions

* View access depends on your project access
* Upload requires edit permissions
* Delete requires appropriate permissions
* Documents follow tenant isolation

***

Related Articles

* [Welcome to Kaana](https://docs.kaana.com/product/managing-projects/broken-reference)
* [Projects Overview](https://docs.kaana.com/product/managing-projects/projects-overview)
* [Activities Overview](https://docs.kaana.com/product/managing-projects/projects-overview/activities-overview)
* [Requirements Overview](https://docs.kaana.com/product/managing-projects/requirements-overview)
* [Blueprints & Templates](https://docs.kaana.com/product/planning-and-resources/blueprints-and-templates)

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