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4 docs tagged with "import"

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Bulk Import & Export

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

Bulk Import Documents from Excel

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

Excel Import Workflow

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

Integrations

Overview of third-party integrations and data import/export connections available in Kazinex products.