There are a number of control tools available for Administrators to track user behavior, document flow, synchronization status, storage health, and other important performance indicators.
Expanding analytics capabilities is one of our priorities, already included into Admin Portal roadmap. Please share your account management needs with Customer Success manager, who will suggest the best way to meet them.
Under the Results section, you can find the Document Status tab, which provides a full audit trail for all documents and their statuses in all workflows.
If you navigate to the Workflow section and open the workflow in which you would like to reassign the documents, the ‘Document Status’ tab provides access to additional features. Tick the checkbox next to the document you would like to reassign, and click the ‘Reassign’ button.
It will bring up a popup window, where you can select the user(s) who will continue working on the document and add a note explaining the change.
Yes. If you navigate to Workflow details page in Workflow section, there’s ‘Document Status’ tab that provides a list of document undergoing the workflow.
It is possible to view document modification history. Additionally, you can download the latest version or even get a copy at any particular workflow step in the past.
If you navigate to the Document Status section of the Admin Portal, select the document for which you would like to check the history and user actions, and click Show History, a popup window will display all the available versions of the document that can be downloaded at will.
If you are using Templates as your document delivery method to end users, you can also see the status of their synchronization with the storage, providing you with insight into whether they have received new documents.
Navigate to the Workflows section and open the workflow where you would like to check the sync status. There, you will see the Templates Sync Status tab, which provides a list of recently completed sync events.
If you want to suppress digital signature functionality in Fluix, it is easy to do in Signature section of Admin Portal. Just switch the toggle off and save changes.
If you want to use your corporate digital certificate to support your signature when signing documents electronically, it is easy to set up in Signature section of Admin Portal. Just add appropriate files and save changes.
There is a number of configuration options to control document sharing, such as copying, emailing, printing, opening in other apps, re-submitting to workflow, etc.
If you navigate to the Settings section of the Admin Portal, there’s a File Sharing tab that provides access to these settings
If you navigate to the Settings section of the Admin Portal, a Security tab provides access to this setting. You can configure the number of days users will be allowed to work offline without being logged out of the app.
It is currently not possible to see the date and time of the last user login. However, if you navigate to Users page, there’s a list of accounts, each accompanied with a dot indicator that is gray by default, but turns green after the first user login.
This could help you track Fluix deployment process in your organisation. We are going to add more usage stats to Admin Portal soon.
If you navigate to the Results section and open the System reports, you will see three tabs at the top of the screen: Users, Devices, and Workflows. Navigate to the Devices tab to see the list of users and which iOS and Fluix app versions they have.
The devices can be sorted by iOS version, Fluix app version, and login dates.
To remind users to update, you can push a message via Push to all option or select a particular user and push him a reminder. The reminder will be sent to the device as a system message, even if Push notifications are disabled in the device Settings.
App versions are automatically tracked against the latest one available in App Store, so you always know who needs to update. You can select all those users and send them a push message with a reminder if needed.
As an admin, you can define the due dates for documents at different stages of a workflow (Drafts, My Inbox, Group Inbox) and the frequency to send email notifications of overdue documents.
Once the date comes due, an overdue label is added to the document both on a user’s device and the admin portal and an email is sent to inform the users and admin that the task is pending.
Set due dates for the documents in a workflow — allows you to determine the due date for the document at the My Inbox, Group Inbox or Drafts stage on the user’s device. Once the due date comes, an Overdue label appears next to the document name and the email with a list of such overdue documents is sent. In addition, you can set up automatic email notifications that will remind your colleagues to take action upon the files that were sitting in Fluix for the period of time you indicate.
Set the frequency of digest emails — allows you to decide how often your users or/and admins will receive email notifications about files being overdue. For more information on how to set up such notifications visit the article on Email notifications.
Was that helpful? Learn about workflow document statuses in the next article or contact us at support@fluix.io if you have any questions or comments.
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