User App Guide

Getting Started

Fluix is a business process management software that helps companies to go paperless and automate their processes.

Once your account is set up by your company administrator, you will receive an invitation email to proceed with generating your login password. You can log in to Fluix from your iPad, iPhone, Android device, or web browser on any device.

If you choose iPad or iPhone, download the Fluix app from the App Store (or MDM if used by your company) and log in to the app using your email and password. To log in via web browser, proceed to https://login.fluix.io

Once logged in, you’ll see the list of tabs with folders and files. Depending on your company setup, the tabs may vary.

With Fluix you can easily fill out and sign PDFs, add photos and scan barcodes, make annotations, submit documents to the next step, review and approve, capture customer signatures, etc.

This guide provides tips on how to use Fluix, manage documents and how to troubleshoot in case something goes wrong. If you need any help, you can also reach out to us at support@fluix.io.

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Notifications

To track all new documents synced on your device, tap on the Notifications section. There you will see the list of documents that were synced on your device and in what section they are located. On the top, you’ll see the number of unread notifications, in the list they will be marked with blue bullet points next to the document names.

Tap on the document to open it.

To collapse a section, just tap on it. Also, you can clear all updates in any section by tapping Clear.

Feel free to contact us at support@fluix.io if you have any questions or comments.

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Web Version of the App

You can access the Fluix app not only on the iOS devices, but also from any web browser. Log in with your Fluix credentials to login.fluix.io and start working on your documents:
Browsers: Fluix web app is compatible with the majority of web browsers. For best performance, we recommend updating your browsers to the latest versions. Document conflict : As Fluix can be accessed via iPad, iPhone and any web browser, it’s important to work with a file on one device at a time and make sure to save changes before switching to another platform. Otherwise, a conflict of documents might occur. Feel free to contact us at support@fluix.io if you have any questions or comments.
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