or

5.4. Step 2. Determining Document Sources

Each Workflow rule is a pair of incoming Document source and outgoing Submit rule, that controls how users receive and send document on each step of the workflow. Naturally, each participant needs to have at least one Document source to take part in the workflow.

For each participant of a workflow you will need to define the document source. This is where documents will be distributed from.

Depending on the goal, you can select from the below:

Templates is a document source that is best used when you need to distribute blank forms and protect the original files on your remote storage from being overwritten. Each time a user opens a template file, it looks the same as on your remote storage. After a user fills out any information, a copy is saved to Drafts on his device for further actions, while the original template on storage remains intact.

Cabinet is a folder that reflects the files that are stored on remote storage making them accessible for a group of users in section called Cabinet on device. When documents appear via Cabinet, they are available for viewing to the entire group, however only 1 user can start working on it by assigning it to himself. Once assigned to a particular user, the document becomes unavailable to the rest of the group.

Company Drive acts like a mirror between your storage and Fluix app and has a set of preconfigured actions. By choosing Company Drive as your document source, you will have a few options of actions to choose from:

My Inbox is Inbox for the documents that are sent to single user in the following way:

-pushed by Admin

-reassigned from another user

-returned by customer after remote signing

Group Inbox is Inbox for the documents that are sent to a group of users in the following way:

-pushed by Admin

-reassigned from another user

Once a document is reassigned to a group of users, the entire group can access it. Once one of the users in this group assigns the document to himself/herself, the document will no longer be available for others.

Other Apps allows your users to open documents from other applications on iPad/iPhone to Fluix, act on them and submit further as per workflow rules, pre-configured by the admin.

Add Storage

After the type of document source is selected, please select the file storage and choose the root or particular folder with files that your users will get access to:

After selecting which document sources the workflow will involve, you will have to determine what happens to them by creating submit actions. Please, follow to the next article to learn how to create submit rules.