Documents

Drag a file onto the Documents page, or use Browse files. NeoKivo accepts PDFs, common image formats, plain text and CSV, and Word, Excel, and PowerPoint files, up to 25 MB each.

Auto-tagging

After upload, NeoKivo classifies each document into a tag — invoice, contract, receipt, tax, proposal, report, or other — from its filename and file type, and that tag becomes the folder it appears under. Tagging happens in the background, so a file briefly shows as "Tagging…" before it settles. You can move a file to a different tag by hand at any time, and a manual choice sticks.

Previews

PDFs get a thumbnail of their first page in both list and grid view. Images preview directly. Other file types show a plain type icon instead of a preview.

Linking to deals and contacts

A document can be linked to one or more deals and contacts, either at upload or afterward from its detail panel, which shows who linked it and when. Linking a document to a deal also adds an entry to that deal’s timeline. A document with no links is a shared library file, visible workspace-wide.

Switch between a list layout (name, links, owner, updated, size) and a grid of thumbnails using the toggle at the top of the page. Your choice is remembered on this device.

Trash and restore

Move to Trash archives a document without deleting it; Restore brings it back. Delete permanently is a separate, real deletion — it removes the file from storage and can’t be undone.

Deal visibility

A document linked only to deals you can’t see is hidden from you too — document access follows the same visibility rules as the deals it’s linked to. A document with no deal link, or with at least one link to a deal you can see, remains visible.