Documents
Keep your files and documents organised, secure and accessible. Let Kinabase organise your SharePoint folder structure, and organise your files alongside your data - making it easy to find what you need.
You can add documents to any form in Kinabase, to make important files like proposals, client briefs, or reports mandatory for each record.
Plus, you can also set up a Files tab for any record, to keep all related files in one discoverable place using your existing SharePoint document library.
From proposals, to contracts, to invoices, you can attach files and documents to your records in Kinabase. Never lose track of important documents again.
Define what type of files can be attached to each record, and ensure your team can access the information they need to get their job done.
Your team can collaborate on Word, Excel and PowerPoint documents and open these directly in your desktop Office apps, from Kinabase. Without downloading them first, or having to hunt through your folders.
Gone are the days of manually creating folders for each new company, contact or project. Kinabase can connect to your SharePoint document libarary and automatically create folders for each record in Kinabase.
Your team can work how they work best - whether that's in Kinabase, or directly from Microsoft Word, Excel or PowerPoint. You simply have to save files in the right place, and they'll automatically link with your Kinabase records.
Combine this with the advanced permissions system, and you can ensure your data is secure and your team is productive.
By adding an image field to your records, you can capture images directly from your phone, tablet or computer. Save time and allow your team to capture images directly from the field, without needing to upload them later.
From expense receipts, to site inspections, to product photos, you can capture images directly in Kinabase in a few taps.
10 Jul 2024
Use the full power of Microsoft Office 365 by opening SharePoint files (stored on Kinabase) in the Desktop App.
03 Jul 2024
Link multiple files to your records for better visibility and integration of your documents directly within Kinabase.
21 Mar 2024
Create physical copies of your data with the print function, and easily locate the digital record in Kinabase with the QR code.