Document Review and Approval Process
Kahootz includes powerful features to help automate and monitor the common needs to get feedback or final approval or sign-off from colleagues on a document.Members can start a review cycle on a document when you are creating a new document or when you're uploading a new version using a panel on the upload page.You can also start a review on an exi…
Document audit and traceability
Kahootz logs the creation, modification and deletion of every object, and document downloads too. It also records every time people log in and log out, get invited to and leave workspaces. Where can you see it? Documents have an Activity section, which shows who has downloaded the document, made changes to it, uploaded new versions etc. This is onl…
Getting started with documents
You can upload any type of file as a document and share it in your workspace. This will give your members consistent access to the most up-to-date information in a single location. It's like having a shared network folder but so much more, as your members can reach it securely from anywhere. Kahootz offers many more features than simple file sharin…
Documents can be locked so that only the person who has locked it can upload a new version of the document. This is helpful if you've downloaded a document to work on it, and want to stop someone else changing it before you upload your changed version. (You don't have to lock a document to edit it if you think it's unlikely anyone else will be maki…
Creating and editing a structured document
You can create a structured document anywhere in your workspace.Create a structured document.Editing and building your document.Exporting your document.Creating a structured documentGo to the folder where you want your structured document to appear. Under the Actions Menu, click Create a new item. Choose a Structured Document. Add a name and option…
There are a variety of different ways to share your video files in your Kahootz workspace. If you have a video file you can upload it to your workspace as a document. If it is a suitable format, the members will see an embedded player on the document's page, as well as the normal document management functions like download and versioning. To do thi…
You can use Kahootz as a document management system, allowing you to track and store your documents online. It includes many advanced document management features like locking, version control, notification, task assignment and more. Document version control Direct Edit in Office Document locking Document review and approval Document audit and tra…
Direct "Edit In Office" for documents
Kahootz includes direct editing features for Microsoft Office documents - instead of the usual web workflow of downloading, editing, saving to local disc then uploading. Kahootz provides an Edit in Office button on a document’s page which directly opens the document in Word, Excel or PowerPoint as appropriate. The document is automatically locked…
You can store multiple versions of your document in your Kahootz workspace. Version control allows you to see all previous versions of the document that you have uploaded or made amendments to. You can explicitly add a new version of a document, or upload the same document again and it will be added as a new version of the existing one. You can vie…
To edit a document: If the document is currently unlocked, click Lock so that other users cannot edit it while you are. If the document is currently locked, contact the person who has locked it, to find out when it will be available for edit. Once you have locked the document, click on the document in question to download it. Make the changes to t…
Uploading a new document:Go to the folder where you want your document to appear.Under the Actions Menu, click Create a new item, then click on Document.Select the file(s) from your computer and click Upload.On the next page, enter details such as the Name and Description.You can control permissions and enable Comments, Tasks and Related items.Use…