Fluix Updates

Admin Portal Updates

June 20, 2022:

  • Added signer’s email and date to the handwritten signature when the document is being signed remotely when submitted using “Send for signature” action.
  • Added Undo/Redo functionality to the form builder
  • Taskstream’s improvements:
    -Added notifications related to the user’s task. (Task assignment, task due date, and task overdue reminders)
    -Added dynamic string functionality for the advanced naming capabilities.
    -Added new template forms to the form library.

May 04, 2022:

  • Form Builder improvements:
    -YY-MM-DD date format was added
    -Number fields formatting
    -Time formats
    -Ability to add new pages in the middle of a form
  • Datasets: Extend validity of links to images

March 03, 2022:

  • Support of PDF forms in Taskstreams
  • Added datasets in Taskstreams
  • Ability to change font style and size in Form Builder

January 10, 2022:

  • Added Web App in Taskstreams
  • In Taskstreams added ability to set up API integration to share files/data to the external software (submit action called Share to)

November 30, 2021:

  • Added select of the multiple elements in the form builder to be able to move, duplicate or delete multiple elements at once.
  • Added naming convention to Taskstreams.
  • Fluix integration with: Asana, Pipedrive, Slack, Trello, Automate.IO, Monday.com, Qlik, Domo BI&Analitycs, Integromat, Airtable, Azure files.

October 21, 2021:

  • Added blocks of elements to Form Builder to create forms faster. Also added ability to create forms in Form Builder working in web browser on iPad
  • Azure Tables/Files integration with Fluix

September 07, 2021:

  • Added number of saved paper with the help of Fluix to the admin Dashboard
  • Moving completed (draft as well) documents between folders won’t create a new revision in Document History anymore
  • Improvements to Taskstreams

July 21, 2021:

  • Extracting images into the dataset.
  • Search request is being saved with all of the filters when opening the document and going back in the document status.
  • Improvement of session timeouts in the web application.

June 15, 2021:

  • Support of multiple SSO domains for 1 account
  • Taskstream improvements

May 24, 2021:

  • Taskstreams!
    New look and feel of the Fluix Workflow Builder. It’s now presented as a drag & drop chart, which is a much more visual way of mapping business processes.

    Tasks. Daily job on site got switched from document to task level. Field teams on mobile devices now have their to-do list items at hand: description of a job to be done, forms that need to be filled out, and attachments in PDF and other formats as guidelines. 

    Web forms. Those customers who were looking for a quick way to create and edit their forms without any additional tools, are not limited with PDF any longer, and can now create and edit web forms right in our refined Form Builder.

February 16, 2021:

  • Displaying the Signatures Info in the Document Status section. You can now see the number of signatures added to a document, without opening the document itself. This makes tracking e-sign progress even easier!
  • Push files to Workflow from any Storage. From time to time, there is the need to push a file to a group of people within a workflow. Our ‘Push to Workflow’ functionality allows you to do this in a couple of clicks. With our recent product update, it is now possible to select documents not just from the desktop, but also directly from Fluix storage and third-party storage of your choice.
  • Form Builder Improvements. New elements were added: Logo/image and Checklist block that helps to create a checklist form faster.

January 11, 2021:

  • Smart filtered search of documents in the Document Status section. With Smart Search in Document Status, you can use filters to quickly search by Document Name, Assignee, Stage and others, to find the needed files in seconds.
  • Improvements of the User Report section. Keeping your data processing needs in-mind, we’ve made User Reports more informative. New columns added: user emails, member of groups, number of signed and completed documents.
  • Improved Dashboard. You can now clearly see the number of documents signed and completed, as well as the time and costs saved. In the Document Status section, you can see the count of the latest documents that were modified in any way by your users, divided per workflow/group. You can also pin any desired workflow/group in order to keep it on top of the list. In addition to Top users and Top Workflows, now you’ll also see Top Groups.

November 12, 2020:

  • Ability to edit the text of ‘Send for signature’ email template in Email Notification settings
  • Ability to collapse the left menu of the admin portal

October 15, 2020:

  • Advanced feature Single Sign-On support! More details are here
  • Improved Form Builder
  • New global permission in Roles: “Access to Form Builder”
  • Fluix Storage: option to select all folders to copy files
  • Workflow Settings – Add option to send documents only as links in Send by Email scenarios

September 8, 2020:

  • Import of users with multiple groups

August 4, 2020:

  • Folders in the Drafts section are mirrored from device to web app
  • The portal can be adjusted to the size of your screen

June 16, 2020:

  • The signer’s signature is now saved in a browser during a session, so there is no need to draw a signature each time they need to add it to a document.

May 12, 2020:

  • Improved Document Status and Document History sections
  • Ability to download “All” documents from Document Status

March 3, 2020:

  • Ability to filter documents by a particular date range in Document Status.
  • Stability and performance improvements

January 2, 2020:

  • Selecting workflow participants is now made easier: After clicking on the New workflow button in Configurations it is now possible to start building a workflow right away
  • New user groups and users can be added right in the workflow Builder (Configuration>Workflows>Add participant>Create new participant)
  • Image field added as a separate item to the PDF Builder
  • Option to choose between adding signatures in the web by drawing or typing

September 19, 2019:

  • Integration with CRMs for uploading data from Fluix to the database you use (activation upon request)

August 6, 2019:

  • Possibility to add handwritten signatures (activation upon request)
  • Sync Folder has been renamed to Company Drive and Personal Documents to Personal

July 4, 2019:

Changes in Workflow Builder

  • Collect Data is renamed to Extract Data (Configuration>Workflows)
  • Option to add a new dataset in the Workflow Builder is now on top of the pop-up window options list (Configurations> workflows>Choose Action>Extract Data)
  • Tooltips added to all Workflow Builder sources providing explanations (Configuration>Workflows>’ Take documents from’ and hoovering over the drop-down menu options)

Changes in internal workflow templates

  • Fluix newsletter subscription and social media buttons added to the ‘Welcome to Fluix’ invitation email for newly added users
  • A complete list of placeholders can be found in the Customisable Email dialog box (Configuration>Email Notifications>Customisable Emails)

May 30, 2019. Fluix Admin Portal update:

We have implemented changes in the layout of the Admin portal to help you navigate better. Here is an overview of what has been updated:

  • The reports section is renamed to Data. What you will also find under Data is: Document Status, Datasets, Push to Device, Bulk Signing
  • The new location of Fluix Storage is under Configuration
  • User App is the new name of the former Documents section. You will find and can manage from there workflow documents, for example, Templates and Drafts
  • Tools and Quick Actions are merged into a single Actions tab
  • The help section is now moved under Account

March 19, 2019. Fluix Admin Portal update:

  • The number of characters displayed in comment history for reassigned documents has been increased to 1000
  • Users can now add date and time as well as geolocation to images when inserting them into PDF form from mobile devices. Activate this feature under Settings->File Sharing on the Admin Portal

February 26, 2019. Fluix Admin Portal update:

  • New! If you are managing more than one account in Fluix, check out the Account section in the top right corner of the Admin Portal showing account details (name and email of the person that is logged in). This is where the Billing section is hidden as well.
  • Easily create and edit PDF forms in Fluix! Go to Tools->PDF Form Builder and choose between creating a new form, edit an existing one from Fluix Storage or upload a PDF from a computer. Forms stored on Fluix Storage can be opened and edited directly from the PDF Viewer (click Edit Form button).
  • Possibility to add a signature field(s) to Bulk Signing forms before sending the documents out.

January 31, 2019. Fluix Admin Portal update:

  • Bulk signing feature for sending documents to multiple signers at once
  • Increased synchronization stability and speed for various connections (e.g. Office 365 and Google Drive)

November 5, 2018. Fluix Admin Portal update:

  • PDF Builder for creating PDF forms in Fluix is now available under Tools
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Device Updates

June 22, 2022. Fluix app version 3.11:

  • Released the Dark mode
  • Added the ability to create a copy of the Completed documents
  • Made annotations and comments visible in the Completed forms
  • Added signer’s email, date, and time to the handwritten signatures

March 31, 2022. Fluix app version 3.10:

  • Released Global search to allow finding files faster
  • Added the Barcode scanner to the Taskstreams
  • Sync process improvements

February 4, 2022. Fluix app version 3.9.1:

  • Stability and performance improvements

January 27, 2022. Fluix app version 3.9:

  • Added the ability to merge the workflow documents
  • Updated the options for viewing the PDFs
  • Fixed the issue when a dropdown couldn’t be opened upon tapping
  • Security improvements

December 9, 2021. Fluix app version 3.8.1:

  • Stability and security improvements

November 25, 2021. Fluix app version 3.8:

  • iOS 15 Compatibility fixes
  • Fixed the freeze of the image picker in PDFs
  • Ability to open the files from the Outgoing tab
  • Show the account name and the user name in the app
  • TaskStreams: Added Overview tab

September 13, 2021. Fluix app version 3.7:

  • Upgraded functionality in TaskStreams
  • Stability improvements

May 24, 2021. Fluix app version 3.6:

Introducing Fluix Taskstreams! Have all your to-do list items at hand. Сheck out web forms attached to specific tasks. Focus on your work and not on where the needed materials are located. (Functionality is enabled on a company level)

March 30, 2021. Fluix app version 3.5.1:

  • Stability improvements

March 09, 2021. Fluix app version 3.5:

  • Stability improvements

February 08, 2021. Fluix app version 3.4:

  • Design and performance improvements

January 26, 2021. Fluix app version 3.3.1:

  • Minor improvements

December 07, 2020. Fluix app version 3.3:

  • Stability and UI improvements

October 20, 2020. Fluix app version 3.2:

  • Full names mode in file list view
  • Support of “Single sign-on”
  • Stability improvements and fixes

September 16, 2020. Fluix app version 3.1.2:

  • Fixed an issue with displaying PDF document via AirPlay

September 7, 2020. Fluix app version 3.1.1:

  • Fixed crash while using AirPlay
  • Fixed rare issue with wrong file dates

August 25, 2020. Fluix app version 3.1:

  • New Thumbnail view in File Manager
  • Two-page view mode for PDF documents
  • Ability to collapse the sidebar
  • Drap & Drop to pin files
  • Fixed crash on Open-in from Other Apps

June 30, 2020. Fluix app version 3.0:

  • Improved files list view
  • Extended file sorting
  • Enhanced drag & drop
  • Ability to choose page size upon printing
  • Disabled landscape view on iPhones
  • Fixed push messages

May 20, 2020. Fluix app version 2.44:

  • Ability to add signature field in a document (enabled by request)
  • Ability to make signature field required
  • Ability to highlight empty fields in a PDF

April 14, 2020. Fluix app version 2.43:

  • Stability improvements

April 2, 2020. Fluix app version 2.42:

  • Folders structure mirroring (enabled on demand). The option allows to mirror folders from the initial sources (Templates, Cabinet, Group Inbox) to Drafts, Completed and reassigned sections. This way a user can find a file they works with quicker.

March 10, 2020. Fluix app version 2.41:

  • Ability to highlight empty fields in PDF document and navigate through them. The option will help user to ensure all necessary fields are filled out. The feature is enabled on a user level on device upon opening a document in the app.
  • Performance optimisations

February 12, 2020. Fluix version 2.40:

  • UI updates
  • Stability and performance improvements

December 23, 2019. Fluix version 2.39:

  • Action sheet added in the document list view for checking document details and taking quick actions

December 4, 2019. Fluix version 2.38:

  • Possibility to choose folders when opening files from other applications via Open-In file sharing option
  • Files can now be sorted by server and device dates
  • Grid view has been retuned
  • iOS 12 is set as minimum software version required

October 28, 2019. Fluix app version 2.37:

  • New sections Incoming, In Progress and Finished added to the left side main menu for easier orientation
  • Possibility to pin most often used files and folders to provide quick and convenient access to them (Pinned section on the left side main menu)
  • Ability to instantly create copies of documents in Drafts initiated from Templates and avoid retyping the same information
  • Deleted Grid view

September 9, 2019. Fluix app version 2.36:

  • iOS 13 compatibility
  • Enhanced Apple Pencil support (erasing by double-tapping)

August 12, 2019. Fluix app version 2.35:

  • Italian added as one of the languages available for the app

May 15, 2019. Fluix app version 2.34:

  • Less effort to manually type in email addresses when submitting documents by sending them out via email – Fluix is now automatically suggesting email addresses based on the filled out PDF form entries
  • Files and folders can be sorted by name, receiving date, modification date and size across different menu sections
  • Search in PDF documents has been made smoother: search words are highlighted throughout the documents – even if the search box has been closed
  • Users can now easily move back to previously visited PDF pages on Fluix by using the back button
  • New annotation options added: patterns for dash-dotted lines and rotation of rectangles
  • New date format (yyyy-mm-dd)  added to the Naming Convention tool

March 21, 2019. Fluix iOS app version 2.33:

  • Add GPS coordinates to the PDF form text fields (https://youtu.be/9-6qY0TtwkA)
  • Rotate stamp annotations
  • Add dashed lines when annotating PDF files
  • Documents that have been taken from Cabinet can now be opened in Drafts

January 4, 2019. Fluix iOS app version 2.32:

  • Now information about the voided documents will be also added to the activity feed
  • If you submit a document via email, you will see some domain suggestions to minimize manual typing
  • Possibility to rotate images and annotations in the document on iOS devices
  • Possibility to add GPS coordinates to the photos added to a document via Fluix. Please note that this feature is not publicly available, but we can enable it for your company account upon request

November 26, 2018. Fluix iOS app version 2.31:

  • Photo folder can be added to Personal Documents to access photos within Fluix app on mobile devices
  • Users can now perform document search in sync folders which are connected as Manually Download folders in Fluix

Check what you can do with Fluix. Explore features >

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