Besides submit actions, preconfigured in a workflow, users can share documents with their colleagues and customers via sharing options. With File Sharing settings you can regulate what sharing options are available for your end users. To proceed, please navigate to the File Sharing tab of the Configuration section on the Admin Portal:
Allow iTunes USB file transfer — enables users to transfer files from the iPad app to computers via USB cable and iTunes.
Allow re-submitting Completed workflow documents — allows users to make changes to the files under the Completed tab and resubmit those files.
Always flatten PDF when sharing: will flatten each PDF once it leaves Fluix, i.e the file will no longer be editable
Overwrite pushed documents with the same name in the app: if this setting Push to device is enabled and you push a file with an already existing name to the Fluix app on device, Fluix will replace the old file with a new one.
Add to images in PDF forms on devices:
-Date and Time — once enabled, the date and time stamp will be added to all images inserted into the forms while working in the Fluix app on devices.
-Geolocation — once enabled, the geolocation will be added to all images inserted into the forms while working in the Fluix app on devices.
Sharing Options Matrix
The options below are enabled separately for:
-Files in the Company Drive tab in user app. These include files from three kinds of workflow sources: Folder with option to sync changes back to server, Folder with option to make changes on device only and Folder with documents that are manually downloaded on device).
-Documents in the Personal tab of the app. These are the documents that can be accessed by a user only and not available to the admin.
-Workflow documents. These include documents at all workflow stages: Templates, Drafts, My and Group Inbox, Cabinet, Sent for Signature, Reassigned, Completed.
Here are the sharing options:
Email: allows to email files directly via default email app on iOS device or PC.
Print: allows users to print documents from Fluix using AirPrint-compatible printers.
Open In: makes it possible to open PDF files located in Fluix, to other applications on the device.
Copy/Export files: allows copying and exporting files within the Personal tab and Documents tab (Sync folders).
Copy/Extract/Delete Pages: allows copying individual pages, extracting and deleting them within one file. This option is unavailable under the grid view icon located in the top left corner.
Merge files: allows to combine several workflow PDF files into one. Check feature tutorial here.
Once enabled, in web browser application a user will see the options upon opening the document:
On the iOS device, the options are available under the sharing option on top.
Was that helpful? Learn more about Email Notifications Settings in the next article or contact us at firstname.lastname@example.org if you have any questions or comments.
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