How it works

Documents

Find, organise and manage your documents with ease

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.

Map view

Documents allow you to attach images and files to your records, and make things easy to find and manage.

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.

    Documents enable you to...
  • Attach files and documents to your records
  • Find important documents quickly
  • Automatically keep your SharePoint folders organised
  • Capture images directly, on any device
  • Collaborate on documents with your team
Files

Add files and documents to your records

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.

SharePoint integration

Manage your folder structure, automatically

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.

Phone Systems

Capture images directly, on any device

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.

View all updates

Latest updates from the Kinabase team

Feature Update
Print out your records in a few clicks
Print out your records in a few clicks

21 Mar 2024

Print out your records in a few clicks

Create physical copies of your data with the print function, and easily locate the digital record in Kinabase with the QR code.

Feature Update
Organise your files with the new SharePoint integration
Organise your files with the new SharePoint integration

16 Jan 2024

Organise your files with the new SharePoint integration

Manage your folder structure automatically and upload files with the SharePoint integration.

Feature Update
Capture images directly in your records
Capture images directly in your records

07 Jul 2023

Capture images directly in your records

We've added a shortcut to be able to send emails directly from Kinabase. By right clicking on any collection with an email field, you can single or multi-select multiple records, and compose an email in a few clicks.