There are several methods to add Documents to a Card.
⦁ Upload document using Drag and Drop option
You can simply Drag and Drop a document right from your PC to a Card.
⦁ Browse your local hard drive for a file
In documents section click Upload and then click Browse on the bottom of the windows. Select and documents and click Open.
Once you add a document to Documents section, go back to Card. Open documents section in a Card, find your document and choose Attach to card. You can also move this document by Drag&Drop to a Card.
- From Search Results
KanBo Search is equipped with functionality of attaching found Documents directly to a Card.
Search for a document on a Card. Then hover over it and select more button. Now you will have an option to attach this document to Card. You can also move this document by Drag&Drop to a Card.
⦁ Assign already existing document from SharePoint Document Library
Enter Documents section and select a Document Source from which you would like to add a document (from dropdown menu).
Click on Upload button and select a file to add from the SharePoint Document Library. Once you select a Document, click on Attach do Card.
When you add an image to your card, its thumbnail will be shown in a stream as well as in the Documents section on the right.
Download a document to your hard drive
If you want to download your document from a Card, please hover over a document, click on next to Document's name and click Download.
When you hover over a document and hit a more button, you can select Open in browser. Your document will be opened in Office Online. In On Premise environments, you can just click on a document and it will be opened in Word.
This feature uses a native SharePoint document versioning functionality. After save you will see information in card's stream.
Co-authoring simplifies collaboration by enabling multiple users to work productively on the same document without intruding on one another's work or locking one another out. This functionality works both in Word Online and Word in Browser.
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