12 docs tagged with "document-register"

Use boolean operators, wildcards, phrase search, and field-specific queries to find documents precisely in the Kazinex Workflows Document Register.

Batch create document records using Excel import, and export the Document Register to Excel for reporting or external review in Kazinex Workflows.

Step-by-step tutorial for importing a batch of document records into the Kazinex Workflows Document Register using the Excel import template.

Tutorial for defining org-level custom metadata fields, setting option codes, marking fields as required, and verifying the configuration in the document form.

Field-by-field guide to creating a new document record in the Kazinex Workflows Document Register — every metadata field explained.

Control document editability with locking and restrict visibility to authorised members using the confidentiality flag in Kazinex Workflows.

How auto-numbering works in Kazinex Workflows — numbering scheme format, tokens, per-project configuration, and manual override.

Use the Workflows document register to control project records, versions, metadata, and review status.

Complete guide to document lifecycle statuses in Kazinex Workflows — what each status means, who sets it, and valid transitions.

How document revision control works in Kazinex Workflows — uploading new revisions, managing version history, superseding, and revision conventions.

Create, name, manage, and reuse saved search and filter combinations in the Kazinex Workflows Document Register.

Tutorial for configuring an auto-numbering scheme for a new project in Kazinex Workflows — from agreeing codes to activating the scheme.