Getting Started

Setting Up

Index

Create Your First Collection

Set Up Your Organisation

Understand User Types

Invite Users & Licenses

Connect to Microsoft 365

Assign Roles & Permissions

Configure the Colleagues List

Importing & Exporting Data

Billing Admin Guide

Your Account

Managing Your Profile

Collections

Configuring Collections

Collection Sidebar

Types

Collection Lists

Turning on the Files Tab

Fields

Field Types

Configuring Fields

Computed Fields

Linked Collection Fields

Lookup Fields

Aggregation Fields

Records

Adding Records

Finding and Filtering Records

Adding Unique Identifiers

Record Tabs

Bulk Operations

Printing & Scanning Records

Tasks

Activities

Configuring Activities

Using Activities

Activity Logs

Views

Creating Views

Workflows

Automations

Outbound Emails

Forms

Reporting

Files & Docs

Managing Email Addresses

Email Forwarding

Set-up Outlook Add-in

Using Outlook Add-in

Outbound Emails

Calendar

Using your Calendar

Glossary Troubleshooting FAQ

Help & Support

Troubleshooting

Errors within Kinabase may be accompanied by an error code. You can learn more about the issue and how to resolve it on this page.

Troubleshooting

Begin by searching for an error code or message

e.g. "A-AM-1" or "This automation is referenced..."