Adding a contribution to a project [Article]
Each project in ProjectView can be related to documents, events, ballots, and action items created in a group. To relate a group contribution to a project, the group must be identified as contributing...
- Have to browse for document again after error during upload [Article]
While adding a document to a group, the application notifies you when one of the fields contains incomplete or incorrect data. When you
correct the information, you have to browse to the document aga...
- Configuring folder columns [Article]
If you have the proper privileges, you can configure which columns display for folders in the document repository on a per-folder basis. The display order and available columns are:
- At a Glance Document Views [Article]
... Documents in This Group
This is the first view you see when you visit the page. It shows all the documents in this gr
- Is it possible to share a single folder? [Article]
Yes! Document Managers can share the contents of specific folders with other groups. Sharing a folder is just like mandatory sharing, but at a folder level.
Folder sharing is configured using the
- Document Locking [Article]
Document locking provides a way to control the document updating process. When a document is locked it cannot be edited, deleted, replaced (revised) or have its details modified by anyon
- Editing documents online [Article]
You can revise and edit documents directly from Workspace using Zoho Writer. To edit the file online: go to the appropriate Group find the document you are interested in editing
- Using filters to find documents [Article]
While viewing documents in a Group, use filters to help you find what you’re looking for quickly. On the left side of the documents page is a button with a funnel icon labeled Filter. Click th
- Comment Permissions [Article]
Who can make comments and who can view them When using Comment Tracker, Comment Managers can define who can add comments to or view comments agai
- Keywords in groups document search [Article]
If you upload a document to a group and don't enter a description, keywords appear in the search results. Those words were extracted from the document when it was indexed for searching. When a documen...
- Training Videos [Article]
Watch these Kavi training videos on the Kavi Support site.
Administrators
Edi
- Auto naming document folders [Article]
An auto naming folder automatically assigns names to documents added or moved into it. This can be handy for managing technical documents that must follow a specific naming convention. It can also be ...
- Create a New Approval Ballot [Article]
Use the Create a New Approval Ballot form to create a new approval ballot for a document.
Note: You must have Ballot Manage privileges to create a new ballot.
Note: A group memb
- What is the Paste from Word button? [Article]
...utomatically removes hidden characters when the source file for the copied text is a Microsoft Word document. The
- Setting email notification defaults in groups [Article]
... notifications to be preselected by default for certain actions performed within a group - adding a document, for example or amending a ballot. To review or change the settings for a
- Access to calendar items - General Membership Calendar and individual group cale... [Article]
Question: When I am logged into Workspace and am not a member of a particular group, I can view events that group shared with Organization Membership
- How often a group's document directory is indexed for search [Article]
By default there are two jobs that update the search indexes (swish) for groups: an incremental job runs every hour a full re-index runs once a week
- Changing the file type in a group document repository [Article]
...wing up with a .bin icon. Or, you uploaded a .pdf and it has the wrong icon. What is going on? The document repositor
- Why can't I see a shared item in My Groups? [Article]
There is a toggle on the My Groups page that allows you to hide/show items that were shared from one group to another. If you can't see something in the My Groups area (calendar
event, do
- Document upload or download times out [Article]
Scenario: You may be getting an error while attempting to upload a large file to a group document repository. Or while trying to download a file from a group document repository. Or you may want to kn...