Document
KiteSuite allows users to create and manage various types of documents and files related to all projects and workspace-related work. Project-specific documents are also available where users can simply select a document template to store or create documents related to the project. Below are some of the main features and flow of the document how it works and what is useful for users to benefit from while using KiteSuite as a project management tool.
Global Document
To begin with global documents, click on the “Docs” icon in the top menu. It will redirect users to the document page, where the user can check all the documents they have created and have access to from the left navigation. The left navigation includes the following options to view the document:
My Docs:
Here, users can see all the documents they have created by themselves with the following details:
Name: The name of the document.
Project Name: It will display the name of the project if the document belongs to any specific project.
Owner: It will display the name of the document owner who initiated the document.
Last Update: It will show the number of days since the document was last modified. Users can sort days from most recent to least recent or least recent to most recent (the default view shows the most recent first).
Created At: It will show the number of days since the document was created. Users can sort days from most recent to least recent or least recent to most recent (the default view shows the most recent first).
Additional Actions: To make quick changes to the document, users have access to quick action options. These options allow users to Rename, Download, Add Star, Share, and Move to Trash the document as needed.
Users can multi-select or single-select items as per their preferences.
Shared with me
Here, it will show the documents users have received from their teammates. The view will be the same as “My Docs.” The only difference is that additional actions will be available based on the user’s access level, whether they have edit access or only view access.
Recent
Here, it will show all the documents you have recently viewed.
Starred
Here, it will show all the documents users have marked with a star.
Trash
In this section, it will show all the documents users have moved to the trash. All the documents will be available in the trash for 30 days and can be restored back to their original place. After 30 days, they will be deleted forever.
Search Feature
Here, users can search among the docs by the document’s name.
Add Button
Clicking on the “Add” button provides three options to choose from:
1. Add New Document: Users can simply add the document name and start creating a document. Furthermore, they can add multiple pages to the document.
2. Add New Folder: By creating a new folder, users can add multiple documents to it and add multiple pages to each document file.
3. Upload a File: Users can upload a file, video, and image as a document file and share it with others.
Add pages
Users can add as many pages as they need in each document also there is no limit on the number of characters (although this limit may change in the future) they can add to each document.
In the top left bar, it will show the following feature:
Back button: This button allows users to return to the main document list.
Star icon: Here users can mark the document as a star/favorite.
Edit icon: Users can easily modify the main document name from here.
Left menu bar
Document’s Page List: It displays a list of all the pages users have created within each document.
Additional Actions: When clicking on a page, users can perform the following quick actions:
Duplicate the page.
Copy the page link/URL.
Move the page to a different document folder.
Access the page’s history to view previous revisions.
Share the page by opening a pop-up to display the page URL and provide a copy button for sharing with others.
Search Bar: Users can search for a page by its name.
Add Page
This button allows users to add new pages to the selected document folder. Each page can have multiple subpages into them. Please refer to the image below.
Drag & Drop
Users can easily move the page up and down as per their desired location.
Expand Collapse section
Users can expand and collapse the left-menu section from here by simply clicking on the icon.
Create Page
Each page is divided into two sections page name and description.
Page Name/Heading:
It takes the following data as a page heading
1. Images/cover images that users can select from the KiteSuite’s gallery or upload from their local machine or can add the image’s link to show here. Of course, users can update or delete the added images in the future at their convenience.
2. Icons (emoticons): Different icons can be added to the page heading.
3. Text: Simple text can be added as the page heading.
Note:
It takes Images, icons, and text all together or can be used sparingly as per users’ convenience.
Page Description: It also takes images, content, and icons similar to
heading text. Users also have the flexibility to embed, add format, change text, and Inline options to have a better experience
1. Embed: Simply add a link to the third-party services (KiteSuite offers) users like to embed with KiteSuite. Instead of switching between different tools, it allows users to view all the information KiteSuite to have a reach and custom experience.
2. Formatting: Here you can select the page’s format you like to set and choose from here.
3. Text: Users can choose different text types and the format they like to use for the document page.
Top Navigation
1 .It will display the document owner’s name along with the profile icon.
2. History Icon: Users can easily navigate to the entire history of the opened page from here
3. Share Icon: This provides users with the ability to share the document with others. They can simply select any of the members from the workspace or copy the link to share it with other people. Users can set restrictions on privacy, workspace, and public levels, for example: anyone with the link can view/edit the document.
4. Change document mode: To view the document select viewing mode this is the default view on the document and to make changes switch it to editing mode.
Settings: Here users can change the document page’s settings whether the like to View or hide the following options:
Page title & Icon
Contributor
Date updated
Subtitle
Page’s Author
Right Navigation
To make quick changes to the document’s page, users have access to the following options:
Rename: Here, users can change the name of the current page they are creating inside the document.
Export and Import: Users can easily export the document page in various formats, such as PDF, HTML, Doc, Markdown, and print. They can also import an HTML or Markdown file as a document page.
Save as Template: KiteSuite also provides users with the ability to save any document as a template if they intend to reuse the same document type in the future. Users can simply add the template and select a category.
Copy Link: To quickly share the page, users can simply copy the link from this option.
Starred: Here, it will display all the pages the user has marked as stars or favorites within the document.
History: Users can check the page history and can also revert changes to view previous versions.
Show Archive: Here, users can check all the pages moved to the archive within a single document. Users can also unarchive any of the pages if needed.
Move to Trash: To view all the trashed pages, users can check here and also have the option to restore pages within the trash.
Project Document
It works the same as global documents, except that in project documents, users will have access to an enriched document gallery where they can select KiteSuite’s ready-to-use built-in document templates. Additionally, users can create custom documents in the same way as they do in global documents, maintaining a consistent workflow and user experience.
