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6 docs tagged with "instances"

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Bulk Workflow Operations

Cancel or recall multiple workflow instances simultaneously using bulk selection in Kazinex Workflows.

Managing Active Workflows

Monitor workflow progress, filter by status and priority, identify overdue steps, and manage running instances in Kazinex Workflows.

Starting a Workflow

Launch a workflow instance from a template, assign participants, set due dates, and submit for routing in Kazinex Workflows.

Workflow Actions

Perform step-level actions on workflow instances — approve, reject, review with comments, return for revision, delegate, reassign, and terminate.

Workflow Instances

Understand what a workflow instance is, how it relates to a template, and how to navigate active runs in Kazinex Workflows.

Workflow Outcomes

Understand how workflows close, outcome determination modes, recording completion notes, and what happens to documents after a workflow completes.