Kaana

Documents in Kaana are files you upload and associate with:

- Projects
- Organizations
- Activities
- Requirements

- PDF documents
- Microsoft Word (.docx)
- Microsoft Excel (.xlsx)
- Images (PNG, JPG)
- And more

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

- Document name
- Type/format
- Upload date
- Uploader
- Associated projects

Type - PDFs, spreadsheets, images, etc.

Project - Documents for specific projects

- Type - PDFs, spreadsheets, images, etc.
- Project - Documents for specific projects
- Date - Upload date range
- Uploader - Who uploaded the file

- Full document information
- Preview (for supported types)
- Version history
- Associated projects and activities
- Comments

Navigate to Documents or a project's Documents tab

- Name - Display name for the document
- Description - What this document contains
- Project - Associate with a project (optional)

1. Navigate to Documents or a project's Documents tab
2. Click + Upload
3. Select a file from your computer
4. Add details:
 - Name - Display name for the document
 - Description - What this document contains
 - Project - Associate with a project (optional)
5. Click Upload

Drag files directly onto the documents area

- Drag files directly onto the documents area
- Multiple files can be uploaded at once
- Files are queued and uploaded in order

The document is automatically linked to the project

1. Open a project
2. Go to the Documents tab
3. Click + Upload or drag files
4. The document is automatically linked to the project

Kaana tracks version history for documents.

1. Open the document
2. Click Upload New Version
3. Select the updated file
4. Add version notes (optional)
5. Click Upload

1. Open the document
2. Click Version History
3. See all versions with:
 - Upload date
 - Uploader
 - Version notes
4. Download any previous version

A document can be linked to multiple projects:

1. Open the document
2. Click Link to Project
3. Select additional projects

1. Open the document
2. Find the project in the linked list
3. Click the unlink icon

1. Open the document
2. Click Download

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

1. Open the document
2. Click the ... menu
3. Select Delete
4. Confirm deletion

Note: Deleting removes all versions and cannot be undone.

View access depends on your project access

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

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

Documents Overview

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Documents Overview

What are Documents?

Viewing Documents

Document Library

Filtering

Searching

Document Details

Uploading Documents

Single Upload

Drag and Drop

From Project

Document Versions

Uploading a New Version

Viewing Version History

Linking Documents

Link to Projects

Unlink from Projects

Downloading Documents

Deleting Documents

Document Permissions