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Space Documents

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Space is the new name for the board.
Coming soon with the KanBo 3.0 version!

In this article:

Overview

Documents are an integral part of work. Therefore, you can take them with you into the KanBo world.  All these files have a source in the external corporate library. Every KanBo space has its own document source.

Documents in KanBo work coordination platform scheme. Space documents, document templates, external documents library.

Each document that you add to a card goes to the card elements section and appears in the space documents at the same time.

In addition to the default directory, more document sources can be added to space documents. This way you can use the same source files in different spaces. See how to add document sources to spaces.

Exploring space documents

To open space documents section:

  1. Open the space.
  2. On the space top bar, select Documents.

Every KanBo space has its own document source. You can open it in your browser.

To open the space documents source:

  1. Open the space.
  2. On the space top bar, select Documents.
  3. Go to More (the three-dot menu), and then select Go to source.

The document source will open in a new browser tab. Access to the library may be limited for space users with the visitor access level.

Creating folders in space documents

You can manage your documents from the space level by creating new folders and uploading documents from your device. 

To create a folder in space documents:

  1. Open the space.
  2. On the space top bar, select Documents.
  3. Select + New folder.
  4. Enter the name, and then select Add.

You can now enter the folder and start adding files.

Uploading files in space documents

 To add a file to space documents:

  1. Open the space.
  2. On the space top bar, select Documents.
  3. Select the folder to open it, and then select Upload.
  4. Browse your device, select a file, and then select Open.

You can also upload a file using drag & drop.

Of course, files can be uploaded directly to the source library. Everything in the folder corresponding to space will appear in space documents.

There are some characters that cannot be present in the file’s name. When you upload a document containing not supported characters, you see a notification and have to decide if KanBo can change a file name for you.

See how to:

FAQ

Documents can be stored in cards with:

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