When working with multiple documents in the field, it’s important to ensure that all modifications and signatures are duly saved. At Fluix, our primary concern is ensuring data integrity and the timely delivery of workflow documents. Starting from Fluix app version 2.6, all documents being edited are automatically backed up to the Drafts section.
Autosave files from Templates with preconfigured submit rules:
1. After you pick up a new template from Templates and make any modifications (fill in a form field or add an annotation), Fluix will automatically save this draft to Drafts.
2. When working on files opened in the Fluix app, you don’t need to save changes manually. When you tap the Back button, the Fluix app will automatically save the edited file to Drafts.
3. Each file is saved to Drafts with the original file name (as in the Templates) unless it contains a naming convention created by the Admin. If a form contains a custom naming string or the Default file naming setting is enabled on the Admin Portal, then the file name will include data from the specified form fields.
4. After you submit the file, it will follow preconfigured submit rules and will be saved in your Completed or Reassigned section.
Please note that if NO changes were made to a file opened from Templates, no drafts will be saved to Drafts. By tapping Back button, the user will merely go back to Templates.
Saving files from Templates without any preconfigured submit rules:
If there are no submit rules configured for Templates, all files originated from these Templates can be saved to the Personal section. In Personal, users can rename, delete, or move files to another local subfolder.
In Personal, you can also move the file to another folder by tapping the three dots next to the file name. You will see the Move option, and you can select the folder to which you want to move the file.
Feel free to contact us at support@fluix.io if you have any questions.
Learn how Fluix can help in your industry.