Files
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Files#
The Files feature allows you to store, share, and organize documents centrally, making it easier for everyone on the team to access important information.
Upload files#
Go to the "Files" section.
Click "Upload" or use drag & drop.
Select the file(s) you want to upload.
Create folder structure#
Click "New Folder" in the Files section.
Enter a name for the folder.
Create additional subfolders as needed to build a logical structure.
Share files#
Select the file you want to share.
Click "Share" or the share icon.
Choose who to share the file with:
With individual colleagues
With a group
As a link (with different permission options)
Manage file permissions#
You can specify who has access to each file or folder.
Available permission levels:
View: Read-only access
Edit: Read and modify the file
Manage: Full control, including sharing and deleting
File versions#
For frequently updated files, you can view and restore previous versions if needed.
Click "Show versions" in the file options.
Files
- Kai: Create documents from templates Kai creates Word documents for you from your templates, supplements existing documents as needed, and provides documents as PDFs if required. Kai can also cr…
- Kai: Fill out PDF forms Kai fills out PDF forms with real form fields for you, such as leave requests, checklists, or inspection protocols, and saves the result as a new file.
- How do I rename or delete files? You rename and delete files using the file's context menu. Open it with a right-click on the file (on a smartphone or tablet: tap and hold the file for…
- How do I upload files? In the Files module, you store documents centrally so that all authorized users can access them quickly.
- How do I use templates? Templates are reusable files – for example, a letter template, a travel expense report, or a protocol. From a template, you can create a new document with ju…
- How do I open or download files? Files can be viewed, downloaded, shared via share links, and linked to other content.
- How do I organize files in folders? With folders, you keep your files organized and sorted by topic.
- How do I share files? In Kibi Connect, you can share files in several ways: via a share link (also for people without an account), specifically with colleagues or groups, or via a…