To start annotating a PDF, tap to display the annotation toolbar and select the needed tool:
To hide the annotation toolbar, tap again.
You can also tap and hold on the document to display a pop-up menu that shows select annotation tools:
If you tap and hold on the text, you can display a different pop-up menu that shows textspecific annotation tools: With the annotation toolbar, you can:
With the annotation toolbar, you can:
Highlight text
Tap to highlight text. To change the color of the highlight, tap and hold and pick ‘Color’ from the pop-up.
Underline text
Tap to underline text. To change the color of the underline, tap and hold and pick ‘Color’ from the pop-up.
Strike out text
Tap to strike text. To change the color of the strike, tap and hold and pick ‘Color’ from the pop-up.
Undo annotation
Tap to undo the previous annotation.
Redo annotation
Tap and hold to redo an annotation.
Create a pop-up note
Tap and then tap on the place in the PDF you’d like to add the note. You can move the pop-up note by holding the note and then dragging it.
Create a text note
Tap and then tap on the place in the PDF you’d like to add the note. You can move the text note by holding the note and then dragging it.
Add a drawing
Tap and select one of the pencils or markers to start drawing.
You will get a selection of four configurable pencils: two thick and two thin. Each has adjustable color, opacity, and line thickness.
Eraser is used to remove parts of the drawing and can be adjusted in size. Hand allow dragging the document around.
When bringing document close up, pitch to zoom mode activates automatically
and allows controlling editable area with two adjustable screens at the top and the bottom of the document.
Add a shape
Tap and select a shape to add to the PDF.
Add a standard stamp
Tap or select ‘Stamp’ from the tap and hold popup menu. Select a stamp from the ‘Standard’ list.
Add a custom stamp
Tap or select ‘Stamp’ from the tap and hold pop-up menu. Select ‘Custom’ and tap ‘+.’
Choose ‘Image Stamp’ to create a stamp of an image from your iPad’s Camera Roll.
Choose ‘Text Stamp’ to create a stamp with any text you’d like, as well as the current date and time.
Adjust object properties
Tap and select annotation objects on the page. You will be able to adjust their colors, opacity, line thickness, as well as move, copy, or delete them.
Zoom writing
Tap to enter zoom writing mode and select one of the pencils or markers to start drawing.
You will get a selection of two configurable pencils: one thick and one thin. Each has adjustable color, opacity, and line thickness.
Eraser is used to remove parts of the drawing and can be adjusted in size. Zoomed and full view can be adjusted in size. Arrows help to move zoom window around.
Add a signature
Tap to add a signature to the document
You will be able to draw a signature to be included into the document. It is also possible to store up to four signatures in the app, and adjust their color, line thickness, or remove them at will.
Add an image
Tap and hold on any place in the PDF without text or an active element. Select ‘Image’ from the pop-up menu that will appear, and then choose a picture from your iPad’s Camera Roll or take a picture.
Tap on the picture to move or delete it. Tap and hold on the picture to scale it.
You need to have your camera enabled in iPad Settings > Privacy > Camera > Fluix as follows
Add an audio note
Tap and hold on the PDF to create an audio note with ‘Sound’ option.
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To sign a form, tap and hold on any place in the document to display the pop-up menu, or tap icon in the annotation toolbar. Then select ‘My Signature’ or ‘Customer Signature’:
When ‘My Signature’ is selected, a previously saved signature will be placed on the document.
When ‘Customer Signature’ is selected, a signature can be created for one-time use. This signature is not saved within Fluix and cannot be copied to another document.
Please note: this feature is active only if configured by your company’s Fluix account admin.
After signing, you can make the whole document, or part of it, read-only so that the signature cannot be deleted.
To edit a signature, tap on it once to:
Change its color,
Change its line width,
Delete it.
To move or scale a signature, just tap and hold it.
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To send a document for online signing, please follow the next steps:
Log in to Fluix on your iPad, iPhone, or web browser.
Open a document to be signed, fill it out and tap the Submit button in the top right-hand side corner.
Only documents containing a valid digital signature field can be sent for signing. If such a field is not present in the form, you won’t be able to email the document for signature, and you’ll see the error message: ‘There is no signature field in this document, hence the recipient won’t be able to sign it and return to you afterward.’
In case a signer has only to sign a document and is not expected to make any changes, choose Sign Only to restrict editing of the document. If you want the signer to fill out other fields:
In the popup window, enter the signer’s email address. Please note that only one recipient can be added per document. If you made an error in the email address, upon every next entering of address the dropdown list will include it. To avoid that, you can delete it by swiping left on the address.
The signer will receive an email with the link to the document to be signed. By default, the link is available for 4 days. One day prior to expiration, the reminder will be sent to the signer. However, you can add a custom period for reminders by tapping on Reminder.
Also, you add a personal comment to accompany the document. In case you send similar comments to your customers, you can save them to Templates and use each time you send a document. Please note that the templates are saved on the device locally and are not synced between your devices you use to work with Fluix.
Tap Send.
After the document is dispatched, you will see a new tab, Sent for Signature, where a copy of the sent file is stored:
A signer will receive the following email about a document that needs to be signed:
Once the signer clicks Open and Sign, the document is opened in the browser on any device. To sign a document, the signer will need to type the name in the signature field. From there, the signer has 3 choices under Actions: Send the document back to the sender, Save and Finish Later, or Decline to Sign.
After the document has been successfully signed, a signed version of the document is returned to Fluix and appears in My Inbox marked as Signed.
In addition, the email is sent to both the signer and the sender of the document.
If the signer declines signing of the document, it is pushed back to My Inbox and marked as Declined.
In case the signer didn’t have a chance to sign and return the document back before the link in the email expired, the document will be returned to the sender’s app, My Inbox section, with the status Expired. In that case, a user can send the document for signature once again.
Document retraction
If a document needs to be retracted, proceed to the Sent for Signaturesection-> select the file -> tap Void:
There admins can also void the documents from the Admin Portal, in the Document Status section.
The retracted file will no longer be available for the signer and will appear in My Inbox.
Continue with signed documents in the workflow
Once the document returns to the sender to My Inbox, it can be sent further as per the pre-configured workflow rule: emailed to other participants of the workflow, uploaded to company storage, etc. Once the document is submitted to its final destination, it will land in the Completed tab on the device.
To zoom in, bring your two fingers in a pinch gesture. To zoom in instantly, double-tap on the area of interest.
Crop mode
Tap on the AA icon to enable or disable ‘Crop mode.’ Fluix will automatically analyze a document and hide the margins by enabling crop mode.
Brightness
Tap on the AA icon to adjust brightness. Moving the toggle towards the right will increase brightness while moving it towards the left will decrease brightness.
Color themes
Tap on the AA icon to select a color theme. These themes improve your reading experience at different times of the day.
Tap on the AA icon to select a scrolling mode. Enabling a horizontal scroll allows you to scroll through documents like a book, while disabling allows vertical scrolls that provide a traditional scrolling experience.
Text to speech
Tap on the AA icon to enable ‘Text to speech,’ which provides the use of the iPad’s built-in speaker to have the PDF read to you.
Two pages mode
Tap on the AA icon to enable ‘Two pages mode,’ which will split your document into pages and allow you to see more of the document in one go.
Highlight empty fields
Tap on the AA icon to enable this function, which will highlight the fields that remained empty and will show the number of empty fields. You may use the arrows to switch between the fields.
Navigate a document using outlines
Tap on the ‘Bookmark’ icon and select ‘Outlines.’ Then select the chapter you are interested in, and tap the arrow to expand it.
Review annotations
To review annotations, click on the ‘Annotations’ to see a list of all notations in a PDF.
Search in a document
Click on the search icon and type the word or phrase you would like to find in the form. You will then see a list of results, starting from the current page. Tap on any item from the list to be redirected to the page of its location. Tap on the page number to see all the search results on a particular page.
Navigate to a specific page in a document
Tap on the icon with four squares to select a page you would like to open.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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When you are working with multiple documents in the field, it’s important to make sure that all modifications and signatures are duly saved. In Fluix our primary concern is to ensure data integrity and timely delivery of the workflow documents. Starting from Fluix app version 2.6, all documents being edited are automatically backed up to Drafts section.
Autosave files from Templates with preconfigured submit rules:
1. After you pick up a new template from Templates and make any modifications (fill in a form field or add an annotation), Fluix will automatically save this draft to Drafts.
2. There’s no need to manually save changes when working on the files opened from Templates. When you tap Back button, you no longer have an option to Save, Do not Save and/or Rename the file. Tapping Back button automatically saves the file being edited to Templates, close the document, and display a message at the top of the screen.
3. Each file is saved to In Work with the original file name (as in Templates, unless a file contains a naming convention created by Admin. If a form contains custom naming string or Default file naming setting is enabled on Admin Portal, then file name will include data from the specified form fields. Users can rename or delete drafts from the In Work section by swiping file items to the left.
4. After you submit the file, it will follow preconfigured submit rules and will be saved in your Completed or Reassigned section.
Please note that if NO changes were made to a file opened from Templates, no drafts will be saved to In Work. By tapping Back button, user will merely go back to Templates.
Saving files from Templates without any preconfigured submit rules:
If there are no submit rules configured for Temlates, all files originated from this Temlates can be saved to Documents section. In Documents users can rename, delete or move files to other local subfolders.
1. Once a document from Temlates has been annotated, tap the back button in the upper right corner to get the two options: Save or Don’t Save the changes.
Here’s how you can save your PDF to a subfolder in Documents:
You can also rename the document by tapping on the pencil icon.You can choose either Documents or any of the subfolders as a final destination for the file you are saving.
2. Once saved, the final version of the document can be found in Documents :
Here you can also rename or delete the document by simply swiping to the left:
In Documents you can also move the file to another folder by tapping on Edit in the top right order. Then choose the document to move and press on Move at the bottom, choose a folder.
Autosave files from Inbox and Cabinet
The files originated from Inbox and Cabinet are moved to In Work and later saved automatically upon first modification.
Feel free to contact us at support@fluix.io if you have any questions.
to display the annotation toolbar and select the needed tool:
to highlight text. To change the color of the highlight, tap and hold 
to underline text. To change the color of the underline, tap and hold 
to strike text. To change the color of the strike, tap and hold 
to undo the previous annotation.
and then tap on the place in the PDF you’d like to add the note. You can move the pop-up note by holding the note and then dragging it.
and then tap on the place in the PDF you’d like to add the note. You can move the text note by holding the note and then dragging it. 
and select one of the pencils or markers to start drawing.
and select a shape to add to the PDF.
or select ‘Stamp’ from the tap and hold popup menu. Select a stamp from the ‘Standard’ list.
and select annotation objects on the page. You will be able to adjust their colors, opacity, line thickness, as well as move, copy, or delete them.
to enter zoom writing mode and select one of the pencils or markers to start drawing.
to add a signature to the document
and select ‘Clear form.’ This option is available only for fillable PDF forms.
icon in the annotation toolbar. Then select ‘My Signature’ or ‘Customer Signature’:
on the main toolbar:
to add a new empty page.
