155 docs tagged with "workflows"

Use access control groups in Kazinex Workflows to assign shared permissions to multiple users at once, simplifying project and document access management.

Create, configure, and govern access control groups in Kazinex Workflows to manage shared permissions across project teams at scale.

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

Use boolean operators, wildcards, phrase search, and field-specific queries to find documents precisely in the Kazinex Workflows Document Register.

Understand the three approval requirement modes in the Kazinex Workflows Review Matrix — all must approve, any one, and majority — and when to use each.

Review a completed workflow for actions, comments, decisions, and closeout evidence in Kazinex Workflows.

Use Workflows audit history to review actions, decisions, comments, and closeout evidence across all project records.

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 creating mail distribution rules that automatically CC the quality team on every NCR and the design manager on every RFI.

Complete reference for the boolean search query language in the Kazinex Workflows Document Register — operators, wildcards, phrase search, and field prefixes.

Reference for configuring organisation branding in Kazinex Workflows — logo upload, primary colour, and where branding appears.

Tutorial for creating a workflow template with parallel review steps across disciplines, SLA enforcement, and conditional escalation to final sign-off.

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

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

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

Field-by-field guide to composing and sending correspondence in Kazinex Workflows — recipients, body, attachments, document references, and approval routing.

Build conditional step logic in Kazinex Workflows templates — write condition expressions, skip steps automatically, and route different document types through the same template.

Build routing rules that assign reviewers by discipline, package, document type, or responsibility.

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

Tutorial for setting up mail type configuration, approval rules, and distribution rules in Kazinex Workflows.

Tutorial for setting up organisation branding (logo, primary colour), enforcing 2FA organisation-wide, and configuring file type restrictions — all in a single setup session.

Understand what happens when multiple Review Matrix rules match the same document in Kazinex Workflows.

Tutorial for connecting a SharePoint Online site as the Kazinex document storage backend — OAuth authentication, site and drive selection, folder configuration, and verification.

Track controlled project communication, threads, actions, and related records in Kazinex Workflows.

How auto-numbering works for correspondence in Kazinex Workflows — prefix configuration, counter behaviour, and per-type number sequences.

Reply to correspondence, manage parent-child threads, and track read status in Kazinex Workflows.

Understand the built-in correspondence types in Kazinex Workflows — RFI, NCR, TQ, Site Instruction, and General — their purpose, when to use each, and how they behave differently.

Complete reference for built-in correspondence types in Kazinex Workflows — fields, behaviour, numbering, and contractual context for RFI, NCR, TQ, SI, and General.

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.

Build a reusable review or approval route in Kazinex Workflows.

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

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

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

Build rules in the Kazinex Workflows Review Matrix to automatically assign reviewers based on document discipline, type, and zone.

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

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

The Workflows dashboard shows pending reviews, recent document activity, overdue actions, and workspace statistics at a glance.

Manage correspondence distribution lists, auto-recipient rules, and approval routing in Kazinex Workflows.

Create and manage named distribution lists in Kazinex Workflows to send transmittals, correspondence, and notifications to predefined groups of recipients.

View the complete activity history for a document in Kazinex Workflows, including uploads, status changes, workflow events, and correspondence.

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

Control document editability with locking and restrict visibility to authorised members using the confidentiality flag in Kazinex Workflows.

How auto-numbering works in Kazinex Workflows — numbering scheme format, tokens, per-project configuration, and manual override.

Admin guide for setting up and maintaining document numbering schemes in Kazinex Workflows — scheme design, counter management, and migration.

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

Use the Workflows document register to control project records, versions, metadata, and review status.

Link documents with typed relationships to model supersession, dependencies, attachments, and cross-references in Kazinex Workflows.

Complete guide to document lifecycle statuses in Kazinex Workflows — what each status means, who sets it, and valid transitions.

Add controlled documents, revisions, metadata, and review context to the Workflows document register.

Admin guidance for configuring guest portal settings, token policies, share scopes, and external reviewer security in Kazinex Workflows.

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

Configure allowed file types and size limits for document uploads in Kazinex Workflows — enforce your organisation's file policy.

Reference for the General Settings section in Kazinex Workflows — project and organisation name, reference, timezone, and preferences.

Tutorial for building an audit trail report showing document approvals, workflow completions, and user activity, then exporting it for an external audit or compliance review.

Coordinate external participant reviews without broad project access using token-based guest shares in Kazinex Workflows.

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

Tutorial for responding to a workflow rejection — understanding the rejection, uploading a corrected revision, and re-routing the document for re-approval.

A guided walkthrough of the Kazinex Workflows interface — navigation sidebar, header, tabs, panels, and key interaction patterns.

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

Product documentation for Kazinex Planner, Report Forge, and Workflows.

Configure which outbound mail types require an approval step before dispatch in Kazinex Workflows.

Require internal approval of correspondence before it is sent externally in Kazinex Workflows using mail approval rules.

Overview of the five mail sub-systems in Kazinex Workflows — signatures, templates, type configuration, distribution rules, and approval rules.

Configure automatic recipient routing for outbound mail in Kazinex Workflows based on document type, package, or other conditions.

Automatically add recipients to outgoing correspondence using rule-based distribution logic in Kazinex Workflows.

Configure organization and user email signatures for outbound correspondence and transmittals in Kazinex Workflows.

Create, edit, and manage mail signatures in Kazinex Workflows — set personal, project, and organisation-level sign-off blocks for outgoing correspondence.

Configure and customise system email templates for workflows, transmittals, correspondence, and notifications in Kazinex Workflows.

Create and manage reusable body-text templates for correspondence in Kazinex Workflows, reducing drafting time for common correspondence types.

Configure mail types in Kazinex Workflows to define the categories of outbound correspondence and transmittals the system generates.

Define and manage correspondence types in Kazinex Workflows — control which types are available, their auto-numbering prefix, response requirements, and default due dates.

End-to-end tutorial for raising, routing, responding to, and closing a Non-Conformance Report using Kazinex Workflows correspondence.

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

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.

Admin guide for managing notification defaults, per-role preferences, and digest configuration in Kazinex Workflows.

Manage in-app and email notifications for document reviews, transmittals, correspondence, and workflow events in Kazinex Workflows.

Complete reference for notification types, triggers, and recipients in Kazinex Workflows.

Tutorial for inviting a new user to Kazinex Workflows, assigning their role, granting project access, and confirming their onboarding.

Detailed capabilities of each organisation role in Kazinex Workflows — org_admin, org_manager, member, and workflow_responder.

Detailed reference for all 14 Kazinex Workflows permission actions — what each controls, which roles have it by default, and when to override.

Full reference table mapping all 14 permission actions to organisation roles and project roles in Kazinex Workflows.

How to customise default role permissions at the project and organisation level in Kazinex Workflows.

Overview of the Kazinex Workflows permissions model — organisation roles, project roles, permission actions, and override mechanics.

Admin guidance for controlling access, reviewer groups, workflow actions, and external participation in Kazinex Workflows.

Design patterns and best practices for configuring roles and permissions in Kazinex Workflows — principle of least privilege, external reviewer setup, and governance.

Use Workflows to review final records, outstanding actions, transmittals, correspondence, and audit history before closeout in Kazinex Workflows.

Detailed capabilities of each project role in Kazinex Workflows — project_admin, reviewer, initiator, and viewer.

Use the Projects tab to switch between project workspaces and review project-level document control information in Kazinex Workflows.

A role-specific 5-step path for document controllers to get a Kazinex Workflows project ready for use — from first login to issuing the first transmittal.

Configure Cloudflare R2 as the document storage backend for Kazinex Workflows — bucket setup, access keys, and S3-compatible configuration.

Definitions and calculation details for all available report metrics in Kazinex Workflows.

Admin guide for managing reports in Kazinex Workflows — who can create saved reports, export rights, and report sharing.

Complete reference for the built-in reports available in the Kazinex Workflows Reports tab, including available fields, filters, and export formats.

Generate document control summary reports, transmittal registers, review completion statistics, and audit-ready exports from Kazinex Workflows.

Complete an assigned review or transmittal response as an external participant using the Kazinex Workflows guest portal.

Configure reviewer routing rules by discipline, package, document type, or responsibility.

How document revision control works in Kazinex Workflows — uploading new revisions, managing version history, superseding, and revision conventions.

Start a controlled review workflow for a document or package.

Understand sequential, parallel, and conditional routing modes for workflow template steps in Kazinex Workflows.

Route a document through review, response, approval, and closeout in Kazinex Workflows.

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

Tutorial for creating a work package, linking documents, and routing the package through a complete review cycle in Kazinex Workflows.

How to create, name, share, and manage saved report views in Kazinex Workflows.

Create, name, manage, and reuse saved search and filter combinations in the Kazinex Workflows Document Register.

Admin guide for hardening Kazinex Workflows security — two-factor authentication rollout, file restrictions, guest access policy, and audit log review cadence.

Reference for Kazinex Workflows security settings — 2FA enforcement, default roles, and file type restrictions.

Tutorial for creating and applying access control groups in Kazinex Workflows to manage project team permissions at scale.

Tutorial for creating an Access Control Group, restricting visibility of confidential drawings, and verifying that unauthorised members cannot see restricted documents.

Tutorial for configuring an auto-numbering scheme for a new project in Kazinex Workflows — from agreeing codes to activating the scheme.

Tutorial for configuring a Kazinex Workflows webhook — adding the endpoint, subscribing to events, testing the payload, and verifying delivery.

Configure project settings, document fields, numbering schemes, review rules, and webhook integrations in Kazinex Workflows.

Overview of the Kazinex Workflows Settings tab — what's configurable, who can access each section, and navigation guide.

Connect Kazinex Workflows to your Microsoft 365 SharePoint library — OAuth setup, site and drive selection, folder tree configuration, and verification.

Set step-level duration and SLA targets in Kazinex Workflows templates — configure overdue detection, escalation, and SLA enforcement.

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

Complete reference for document, workflow, transmittal, correspondence, and work package statuses and response actions in Kazinex Workflows.

Complete reference for all step-level actions available in Kazinex Workflows — approve, reject, review with comments, return for revision, delegate, reassign, and terminate.

Configure step assignments in Kazinex Workflows templates — assign by role, by specific user, or leave open for the initiator to assign at workflow start.

Understand the four workflow step types in Kazinex Workflows — Review, Approve, Acknowledge, and Sign — and when to use each.

Overview of storage provider options in Kazinex Workflows — Supabase, SharePoint Online, and R2 Cloudflare — including when to use each and how to switch providers.

Admin guide for managing storage providers in Kazinex Workflows — selecting providers, org-wide policies, and handling storage transitions.

Reference for document storage configuration in Kazinex Workflows Settings — adding providers, setting defaults, and monitoring connection status.

How Supabase native storage works in Kazinex Workflows — default setup, folder structure, and file size limits.

Invite, configure, and manage Kazinex Workflows team members at the project and organization level.

View, invite, and manage team members, roles, and access groups for the active project in Kazinex Workflows.

Control workflow template naming, ownership, review, versioning, and cleanup in Kazinex Workflows.

Configure workflow-level settings in Kazinex Workflows templates — outcome determination, rejection handling, initiator permissions, and completion notifications.

Activate, deactivate, and manage workflow template versions in Kazinex Workflows — understand how template changes affect running instances.

Validate your Review Matrix configuration in Kazinex Workflows before going live — use the test tool to simulate reviewer assignment for any document combination.

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.

Complete reference for all webhook events in Kazinex Workflows — event names, trigger conditions, and payload schemas with example JSON.

Reference for managing webhooks in Kazinex Workflows Settings — adding endpoints, subscribing to events, delivery logs, and failure handling.

Configure real-time event notifications from Kazinex Workflows to external systems using webhooks.

Recent updates, feature additions, and improvements to the Kazinex Workflows product.

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.

Organize project documents into controlled work packages in Kazinex Workflows for submittal management, review batching, and project closeout.

Manage submittal lots, discipline packages, and review batches in the Kazinex Workflows Work Packages tab.

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

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

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

Design reusable review and approval routes in Kazinex Workflows.

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

Reference definitions for Kazinex Workflows terms covering document control, workflow, review, transmittals, correspondence, and access.

Learn the core Workflows terms for document control, templates, instances, steps, actions, transmittals, correspondence, permissions, and audit trails.

Understand how Kazinex Workflows controls document reviews, transmittals, correspondence, and project records.

Understand related workflow visibility inside Report Forge without confusing it with Kazinex Workflows.

Configure organization-level and project-level default settings for Kazinex Workflows, including numbering, branding, guest access, and retention policy.