10 docs tagged with "metadata"

Configure auto-numbering schemes in Kazinex Workflows — build structured document number formats using tokens, counters, and metadata codes.

Complete reference for all auto-numbering format tokens available in Kazinex Workflows document numbering schemes.

Tutorial for defining org-level custom metadata fields, setting option codes, marking fields as required, and verifying the configuration in the document form.

Field-by-field guide to creating a new document record in the Kazinex Workflows Document Register — every metadata field explained.

Create and configure custom metadata fields in Kazinex Workflows — field types (dropdown, text, date, toggle), option codes, required fields, and display order.

Complete reference for every field on a document record in the Kazinex Workflows Document Register — field type, required status, and description.

Configure per-project document numbering in Kazinex Workflows — apply numbering schemes, manage discipline codes, and handle migration from existing systems.

Overview of metadata configuration and document numbering schemes in Kazinex Workflows — custom fields, auto-numbering, and organisation vs project scope.

Admin guide for managing custom metadata fields in Kazinex Workflows at scale — who can define fields, field lifecycle, and org vs project scope.

Reference for the Metadata section within Kazinex Workflows Settings — configuring custom fields and auto-numbering schemes.