In the Fluix Admin Portal, the ‘Document Status’ section offers several essential actions to help admins effectively organize and manage the completed documents in your company’s Admin Portal.
Below, we will review the specific functionalities available to admins in this section, which are designed to support your day-to-day document management tasks.
Note:
The actions that you can perform with the Completed Documents in the Document Status section are determined by specific admin permissions. These capabilities are based on the configuration set by your company’s Fluix Account Admin. Therefore, if you require more admin permissions for your daily operations, please contact the Fluix admin with higher permissions to enable additional actions for your profile.
- Show History
You can access a comprehensive history of all actions taken on a document, including precise timestamps, status updates, and the identities of the users responsible. This provides a clear and reliable way to monitor exactly what has happened throughout the document’s lifecycle, ensuring accountability and simplifying tracking for your daily workflows.
- Open
To review the submitted document, click the ‘Open’ button. This will display the file, allowing you to review the details at your convenience.
- Download
You can easily download all the necessary documentation directly to your computer for offline access from the ‘Document Status’ section. This allows you to keep a personal copy of the files and review them whenever you need, even without an internet connection.
- Reassign
You can move the document from one workflow participant to another (user or group). This will remove the document from the current assignee’s device and transfer it to the new one, with changes made by the current one saved.
- Copy File Name
You can easily copy the file name to your clipboard, allowing you to paste it into another application or search bar quickly.
- Delete
You have the option to delete the document if necessary; however, please be aware that deleted completed documents will remain stored in your account according to the specific timeframe defined in your Retention Policy. This ensures that your data management aligns with your account’s pre-configured security and storage settings.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.