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Documents

Find, organise and manage your documents with ease

Documents
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FILE MANAGEMENT

Centralised document management

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.

  • Easy file attachments

    Attach files and documents to your records, making important documents like proposals, client briefs, or reports easy to find.

  • SharePoint integration

    Connect Kinabase to your SharePoint document library for automated folder creation and seamless file organisation.

  • Direct capture

    Take photos directly within Kinabase from any device, perfect for receipts, inspections, or product photos.

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BENEFITS

Documents enable you to...

Keep all your important files organised and accessible

Attach files to records

Add important documents directly to their related records for easy access and reference.

Find documents quickly

Locate important files instantly, right where you need them - no more hunting through folders.

Automate folder organisation

Let Kinabase automatically keep your SharePoint folders organised based on your records.

Capture images on any device

Take photos directly through Kinabase on mobile or desktop without needing to upload later.

Collaborate on documents

Work together on Word, Excel and PowerPoint files directly from your Kinabase records.

Scan & Fill

Use AI to scan your documents and extract the relevant data automatically, saving time and reducing errors.
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MICROSOFT INTEGRATION

SharePoint integration

Gone are the days of manually creating folders for each new company, contact or project. Kinabase can connect to your SharePoint document library and automatically create folders for each record in Kinabase.

  • Work your way

    Your team can work how they work best - whether that's in Kinabase, or directly from Office apps.

  • Automatic linking

    Save files in the right place, and they'll automatically link with your Kinabase records.

  • Secure document access

    Combined with the advanced permissions system, ensure your data is secure and your team is productive.

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Capture on the Go

Capture images directly, on any device

By adding an image field to your records, you can capture photos 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.

Expense receipts

Snap photos of receipts on the go for immediate expense tracking and processing.

Site inspections

Document site conditions with photos that link directly to inspection records.

Product photos

Capture and catalog product images connected directly to your inventory records.

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Ready to streamline your document management?

Start using Kinabase to keep your files organised and accessible
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FAQs

Frequently asked questions

How does Kinabase integrate with SharePoint?

Kinabase connects to your SharePoint document library to automatically create and maintain folder structures that mirror your data organisation. When you create a new record in Kinabase, a corresponding folder is created in SharePoint, ensuring all your documents are properly organised.

What file types can I store in Kinabase?

Kinabase supports all common file types, including documents (Word, Excel, PowerPoint, PDF), images, videos, audio files, and more. Files can be viewed directly within Kinabase, or opened in their native applications for editing.

Can I capture photos directly in Kinabase?

Yes, Kinabase allows you to take photos directly from your mobile device or computer and attach them to records. This is particularly useful for capturing receipts, site inspections, product photos, or other visual information on the go.

How does file versioning work?

When you store files in SharePoint through Kinabase, you benefit from SharePoint's built-in versioning capabilities. This allows you to track changes, revert to previous versions if needed, and maintain a complete history of document edits.