6 docs tagged with "excel"

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.

Step-by-step tutorial for bulk-importing repeating section data from Excel into a Report Forge edition — column mapping, paste behaviour, and error handling.

How to customize Report Forge output for PDF, Excel, Word, and other export formats including page setup, headers, footers, and format-specific options.

Full matrix of Report Forge output components across PDF, Excel, Word, and CSV export formats — support levels, limitations, and practical guidance for each combination.

Tutorial for configuring a single blueprint with three output templates — executive PDF, detail PDF, and data Excel — from one edition in Report Forge.