Uploading or Creating Documents in Cards

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There are three ways of adding documents to cards. Open the KanBo and enter the space to upload or create documents in cards.

1. Upload documents using drag&drop

There are several methods to add documents to a card. You can simply drag and drop a document right to a card. It works both inside and outside a card, at the space view.

2. Add documents by pasting to the card

Try to add a new file by copying it and pressing CTRL+V on a card. It can be a screenshot as well as a file copied from your hard drive.

After entering a card, remember to click somewhere to activate this feature. It can be a grey card area or any other card section. Now you can press CTRL+V, and pasting the document will work.

There are 3 types of clipboard content that are supported by KanBo:

  1. Document – copy a document (one file) at File Explorer on your device and paste it onto a card
  2. Screenshot – take a screenshot and paste it onto a card
  3. Text – copy a text and paste it into the text field (as before)

Pasted files and images will be uploaded to a card in the same way as drag&drop uploading.

3. Add or create documents with the card elements menu

After entering a card more options are available. 

  1. Click + Add element button to open the card elements menu.
  2. The last three positions are related to documents. 

Document group contains files added to a card. It allows you to categorize your documents by any condition you may need and exist only in the card as a group. Another thing is a document folder which represents a real existing folder with documents. Any change in its content will affect the source folder.

  1. Choose Document to add a file.
  1. Select whether you would like to:
    • upload it from your PC
    • add existing documents from space documents
    • create a new one, blank documents of selected type:
      • Word
      • Excel
      • PowerPoint
    • create a new document with a document template.

4. Adding images

The same rules apply to pictures. Additionally, when you add an image to your card, its thumbnail will be shown in a card activity stream.

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