Step 1

Web & Mobile App Get easy access to all digital documents and forms in real-time
Annotations & Edits Mark up documents with highlights and notes
Smart PDF Forms With pre-filled data, automated calculations, unified file naming, form builder & mobile forms
Compliance Adherence Streamline processes and monitoring for HIPPA, OSHA, OH&S and NECB
Secure Cloud Storage Fluix cloud-based storage and easy integration with Dropbox, Google Drive, Box, Office 365

Offline Access Fill out & submit forms without internet connection on site
Scan Barcodes & QR Codes Secure storage of documents is a must for audits and investigations. Fluix backs up all your templates and documents to the Cloud for easy retrieval. No worries, they are safe for years
Geo-Tagging Automatically tracks precise physical location of photo attachments
Access Control Store, organize, manage, and access documents in secure, centralized place (e.g. password protected PDFs, GDPR compliant)

On Site Capture electronic signatures instantly from your iPhone or iPad
Via Email Send a document link to customer email, receive a reviewed and signed copy back in minutes!
Bulk Send Send documents to multiple recipients, gather signatures in sequential order and receive signed copies

Less risk of human error with sensitive customer data loss
Simplicity with streamlined process of searching, distributing and storing data collection forms from field-to-office
Decrease redundancies and process cycle times

Reduce manual paperwork and heavy binders in the field
Ensure country/industry-specific regulations are followed with legally-binding digital signatures
Avoid unnecessary delays with automated document signing process

Step 2

Instant File Sharing Share the latest version of any document with customers or field teams
Task Automation Automate task assignment, set up deadlines and manage notifications
Manage Approvals Receive immediate sign-offs from managers, supervisors and team leads for completed work or trainings
Team Collaboration Share documents between multiple field and office teams in real time with workflow rules

Roles

Provide team members with the access & admin rights depending on their roles in a process

Single Sign-On (SSO)

Simplify user management process and secure the access to the app

Audit Trail

Track team activity and document flow in real time

Ensure secure document sharing and syncing for remote teams
Deliver time-sensitive, important updates and authorizations — truly automating business processes for your entire company

Step 3

Integrations Upload Fluix data to your CRM for maintaining updated records. Use business intelligence tools for visualizations (e.g. PowerBI, Tableau) .
Field Data Insights Extract aggregated data from completed forms into spreadsheets for analysis and reporting

Provide visibility into the field by identifying productivity pitfalls, process bottlenecks and potential project delays

Smart features to easily automate business workflows

Features