15 docs tagged with "guides"

Guidelines for designing maintainable, reusable, and well-structured Report Forge blueprints.

How Report Forge tracks blueprint version history, restores previous versions, and manages blueprint lifecycle.

How to generate guest share tokens, configure expiry and download permissions, monitor access, and revoke shares in Kazinex Workflows.

Field-by-field guide to creating work packages in Kazinex Workflows — linking documents, setting due dates, assigning members, and attaching workflows.

Guidelines for creating consistent, accurate, and timely Report Forge editions across reporting periods.

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

Overview of the three ways to give external parties access to Kazinex Workflows — guest shares, workflow_responder role, and full member accounts.

What external parties see and can do in the Kazinex Guest Portal when accessing a shared document or transmittal via a guest share link.

Step-by-step guide to designing a report output in the Report Forge Output Designer.

Step-by-step guide to creating a new Report Forge blueprint from scratch.

Step-by-step guide to creating and submitting a Report Forge edition from a blueprint.

Export Report Forge outputs to PDF, Excel, Word, or CSV from the report viewer or edition page.

Guidelines for designing clear, consistent, and performant Report Forge output layouts.

Guide to work package status transitions in Kazinex Workflows — from Open through Submitted and Approved to Closed, and who can trigger each transition.

Guide to tracking work package progress, monitoring overdue packages, and generating close-out evidence reports in Kazinex Workflows.