11 docs tagged with "transmittals"

Monitor transmittal acknowledgements per recipient, track outstanding acknowledgements, and handle re-issue in Kazinex Workflows.

Download transmittal cover sheets, close completed transmittals, and archive the transmittal record in Kazinex Workflows.

Tutorial for generating a guest share token, sending it to an external party, and monitoring their access and activity.

Tutorial for creating project and organisation distribution lists, adding members, and using them in correspondence and transmittals.

Field-by-field guide to creating and issuing a transmittal in Kazinex Workflows — document bundling, purpose, recipients, remarks, and workflow linking.

Create a formal distribution record for documents or project packages in Kazinex Workflows.

Issue a transmittal, track acknowledgement, and close the distribution record in Kazinex Workflows.

Understand the four transmittal purposes in Kazinex Workflows — For Approval, For Information, For Review, and As Requested — and when to use each.

Technical reference for all transmittal purpose values in Kazinex Workflows — their codes, implications, acknowledgement requirements, and contractual context.

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

Guides for document registers, workflow templates, transmittals, correspondence, review routing, permissions, and audit trails in Kazinex Workflows.