16 docs tagged with "correspondence"

Tutorial for creating mail distribution rules that automatically CC the quality team on every NCR and the design manager on every RFI.

Field-by-field guide to composing and sending correspondence in Kazinex Workflows — recipients, body, attachments, document references, and approval routing.

Track controlled project communication, threads, actions, and related records in Kazinex Workflows.

How auto-numbering works for correspondence in Kazinex Workflows — prefix configuration, counter behaviour, and per-type number sequences.

Reply to correspondence, manage parent-child threads, and track read status in Kazinex Workflows.

Understand the built-in correspondence types in Kazinex Workflows — RFI, NCR, TQ, Site Instruction, and General — their purpose, when to use each, and how they behave differently.

Complete reference for built-in correspondence types in Kazinex Workflows — fields, behaviour, numbering, and contractual context for RFI, NCR, TQ, SI, and General.

Tutorial for creating project and organisation distribution lists, adding members, and using them in correspondence and transmittals.

Manage correspondence distribution lists, auto-recipient rules, and approval routing in Kazinex Workflows.

Require internal approval of correspondence before it is sent externally in Kazinex Workflows using mail approval rules.

Overview of the five mail sub-systems in Kazinex Workflows — signatures, templates, type configuration, distribution rules, and approval rules.

Automatically add recipients to outgoing correspondence using rule-based distribution logic in Kazinex Workflows.

Create, edit, and manage mail signatures in Kazinex Workflows — set personal, project, and organisation-level sign-off blocks for outgoing correspondence.

Create and manage reusable body-text templates for correspondence in Kazinex Workflows, reducing drafting time for common correspondence types.

Define and manage correspondence types in Kazinex Workflows — control which types are available, their auto-numbering prefix, response requirements, and default due dates.

End-to-end tutorial for raising, routing, responding to, and closing a Non-Conformance Report using Kazinex Workflows correspondence.