Introduction
KYRO's document management solution integrates seamless storage for plans, attachments, and report archiving within its platform. This feature is designed for users to upload and centralize project-specific documents, providing a streamlined document management experience.
User Role
The system is accessible to all KYRO users, with user permissions controlled by:
Org Admin
Project Manager
Where to manage the documents in web
Method 1
Navigate to Home -> Projects
Steps
Open the project you want the documents to be part of.
Now browse through the Project Tools on the right hand side and click Documents.
Click "New" on the right-hand side.
Choose from the options shown,
New Folder - To keep the files of different types in an organized way in one or more folders.
File Upload - Browse from your system to select and upload the files of different formats such as text, audio, image, documents, etc.
Method 2
Navigate to Manage -> Documents -> Projects
Steps
Click the Projects tab and choose the project from the list of items.
Click "New" on the right-hand side.
Choose from the available options to create a folder if you want by clicking on "New Folder".
Or just click "File Upload" and choose the file you want to upload as document.
Where to manage the documents in mobile
Method 1
Click the menu icon -> Documents
In order to group the documents you upload, choose the section that is appropriate,
Organization
Client
Project
If there are no documents uploaded already, follow the steps below.
Click the upload button at the bottom right corner.
Choose the type of file to be uploaded
Images - Image files from the device storage
Camera - Take a photo on the spot
Files - Files of document format such as word or pdf.
Method 2
Click the menu icon -> Home
Open the project you want, click Documents.
Click Documents under KYRO
If there are no documents uploaded already, follow the steps below.
Click the upload button at the bottom right corner.
Choose the type of file to be uploaded
Images - Image files from the device storage
Camera - Take a photo on the spot
Files - Files of document format such as word or pdf.
Conclusion
Whether accessing KYRO through the web or mobile app, the document management system ensures that all project documents are neatly organized and accessible. This efficiency is key for maintaining an organized workflow and supports the smooth execution of project management tasks.