Fluix Form Library
Form Library consists of a list of forms-templates, created by Fluix, and forms that will be created by you as an admin in Fluix Form Builder.
To create a new form, navigate to the Admin Tab -> Process Setup -> Forms section. Click Create form in the upper right corner. Later you will be able to use it while creating a Taskstream.
Upon selecting any form you will see how the list of available actions that can be performed with a form appears. In particular, you will see Edit, Rename, Duplicate, and Delete actions:
Use Fluix Templates or Create Your Own Forms
Ready-to-Use Fluix Templates
On the next page, you’ll see a list of templates created by Fluix.
Browse the catalog, choose any template, and click Use this Template to customize it for your workflow.
Create a Form from Scratch
Click Start From Scratch above the templates list to build your own form. You can create either a classic static form or a dynamic one.
We’ll guide you through using the Form Builder in the next article.
Convert Your Existing Form
Need to digitize an existing document? Use the Convert my Form option to send us your file (accepted formats: PDF, PNG, JPG, DOC, DOCX, XLS) up to 5MB.
Once submitted, our experts will turn your document into a fillable Fluix form and get in touch to walk you through how to use it in your process.
In case of any questions feel free to contact us at support@fluix.io