Search and see all documents

How to enable the Documents module

Procedure:

1. Go to Settings > Company settings.
2. Scroll to the section Documents.
3. In the field Enable Documents module select "Yes".

Please note that the activation of this module can affect the subscription cost.

How to search for a document

The Search for a document page is useful when you need to open a document by reading the kanban card string ID contained in the document.

1. Go to Documents > Search for document.
2. Enter or scan the card string ID.
3. Click on Search to be redirected to the most recent document containing the scanned kanban card.

Documents list

Active list

To get a list of all the active documents go to Documents > Documents list > Active documents: in the table you will be able to see the documents that are yet to be closed.

All the documents

To get a list of all the documents that have been opened in the license, go to Documents > Documents list > All the documents: in the table you will be able to see all the documents managed inside KanbanBOX and their status.

All document rows

To get a list of all the rows that have been added to a document, go to Documents > Documents list > All document rows: in the table you will be able to see all the rows that were added to a document, the corresponding document type and its status.