Interface Tour
This page walks through every major area of the Kazinex Workflows interface so you can navigate confidently from day one.
The application shell
When you open Kazinex Workflows, you see three main areas:
┌─────────────────────────────────────────────────────┐
│ [Logo] [Project Selector ▼] [🔔] [👤 Avatar] │ ← Header
├──────────┬──────────────────────────────────────────┤
│ │ │
│ Left │ Main Content Area │
│ Sidebar │ │
│ │ │
│ [Nav │ │
│ Items] │ │
│ │ │
└──────────┴──────────────────────────────────────────┘
Header bar
| Element | Function |
|---|---|
| Logo | Returns to the org dashboard / project list |
| Project Selector | Switch between projects you're a member of |
| Bell icon (🔔) | Notification centre — new notifications show a badge count |
| Avatar | Opens your profile menu: Profile, Settings, Sign Out |
Left sidebar
The left sidebar is your primary navigation. Items vary by your role and what tabs are enabled for the project.
| Icon | Tab | Purpose |
|---|---|---|
| Grid | Dashboard | Project health overview — KPIs, pending tasks, recent activity |
| Folder | Documents | Document register — view, upload, search all document records |
| Flows | Workflows | Active and completed workflow instances |
| Envelope | Correspondence | Correspondence register — RFIs, NCRs, TQs |
| Send | Transmittals | Transmittal register — formal issue records |
| Package | Work Packages | Work package tracking |
| Chart | Reports | Reports and data exports |
| Bell | Notifications | All notifications (same as header bell, but full page view) |
| People | Team | Project members and roles |
| Gear | Settings | Project and org settings (Project Admin only) |
The Dashboard tab
The Dashboard is the first screen you see after selecting a project. It gives you a real-time summary of project health.
KPI cards (top row): At-a-glance counts — total documents, active workflows, overdue items, pending transmittals.
Pending Tasks panel: Your personal task queue — workflow steps assigned to you, correspondence requiring your response, transmittals awaiting acknowledgment.
Recent Activity feed: Latest events across the project — documents uploaded, workflows completed, correspondence sent.
Overdue alerts: Any items past their due date are highlighted in orange or red.
The Documents tab
The Documents tab is the project document register — your central repository for all controlled documents.
List view
| Element | Function |
|---|---|
| Search bar | Full-text and boolean search across all document fields |
| Filter bar | Filter by status, discipline, document type, zone, revision |
| Saved Searches | Load a saved filter combination from the dropdown |
| New Document | Create a new document record |
| Import | Bulk import documents from Excel |
| Column headers | Click to sort; drag to reorder columns |
Document detail panel
Clicking a document opens a detail panel (or full page, depending on your settings):
| Panel section | Content |
|---|---|
| Header | Document number, title, type, status, revision — current state |
| Metadata | All classification fields: discipline, zone, programme, contract |
| Revisions | List of all revisions with file links — click to download or preview |
| Workflows | Active and completed workflow instances for this document |
| Activity Log | Full event history for this document |
| Relations | Linked documents (supersedes, references, attached to) |
The Workflows tab
The Workflows tab lists all workflow instances across the project.
| Column | Description |
|---|---|
| Title / Document | The document being routed |
| Template | Which workflow template is in use |
| Status | Current state: draft, active, completed, cancelled, returned |
| Current Step | Which step is active right now |
| Assignee | Who needs to act on the current step |
| Due | When the current step is due |
| Priority | Low / Normal / High / Critical |
Filters: Status, template, date range, assignee, overdue only.
My Tasks view: The "My Tasks" filter at the top shows only workflows where you have a pending action.
The Correspondence tab
The Correspondence tab is the correspondence register.
Left panel (if split view): List of correspondence items, newest first.
Right panel: Selected item's detail, thread, and action buttons.
| Status badge | Meaning |
|---|---|
| Sent | Dispatched to recipient |
| Pending Approval | Awaiting internal approval before dispatch |
| Responded | Reply received |
| Overdue | Response due date has passed |
| Closed | NCR/RFI resolved |
The Settings panel
Settings are accessible from the gear icon in the left sidebar (Project Admin) or via your avatar → Organisation Settings (Org Admin).
Project Settings sections:
- General — project name, reference, dates
- Metadata — custom fields and numbering schemes
- Access — access control groups
- Templates — workflow templates
- Mail — signatures, templates, type config, distribution rules, approval rules
- Storage — storage provider for this project
- Webhooks — event subscriptions
Organisation Settings sections:
- General — org name, slug, timezone, branding
- Team — org members and roles
- Metadata — org-level custom fields
- Storage — default storage provider
- Security — 2FA enforcement, file restrictions
- Billing — subscription and usage
Common interaction patterns
Bulk actions: Check the checkbox in the list header to select all visible items, then choose a bulk action from the action bar that appears.
Three-dot menus (⋮): Every row in a list has a ⋮ button that reveals context actions: Edit, Delete, Start Workflow, Create Guest Share, etc.
Drag and drop: In workflow template builder — drag steps to reorder. In document register — drag columns to reorder.
Keyboard shortcuts:
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K | Global search |
Cmd/Ctrl + N | New document (when Documents tab is active) |
Esc | Close panel or modal |
What's next
- Key Concepts — understand the data model before diving in
- Quick Start: Document Controller — role-specific path for document controllers
- Dashboard Tab — detailed explanation of every KPI and panel on the Dashboard