15 docs tagged with "guide"

Use access control groups in Kazinex Workflows to assign shared permissions to multiple users at once, simplifying project and document access management.

Use Workflows audit history to review actions, decisions, comments, and closeout evidence across all project records.

Design sections, fields, validation, and contributor inputs for a Report Forge blueprint.

Configure tab layouts, multi-column grids, and display modes for blueprint data entry using the Report Forge Form Designer.

Manage reusable reporting blueprints in Report Forge.

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

Create and manage named distribution lists in Kazinex Workflows to send transmittals, correspondence, and notifications to predefined groups of recipients.

View the complete activity history for a document in Kazinex Workflows, including uploads, status changes, workflow events, and correspondence.

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

Enter section-based reporting updates in Report Forge form mode.

Learn the core Report Forge output designer surfaces, layout concepts, and component workflow.

Configure reviewer routing rules by discipline, package, document type, or responsibility.

Create, issue, track, and close formal document transmittals in Kazinex Workflows.

Organize project documents into controlled work packages in Kazinex Workflows for submittal management, review batching, and project closeout.

Design reusable review and approval routes in Kazinex Workflows.