Product Newsletters

May 6, 2020 - Ensure the job is done on time

“Time is money”, said Benjamin Franklin. This becomes your reality once the task is overdue or the project is delayed.

Setting up deadlines for workflow documents at any stage is one of the features within Fluix that ensures work gets completed on time.

HOW IT WORKS

1. As an admin, you 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.

2. 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.

Need to track the performance in a different way? Reply to ozakharova@fluix.io and tell me how.

Stay safe and take care 🙂

Best wishes,
Olga Zakharova
Product Manager

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May 21, 2020 - Get control over document flow

Based on statistics, a worker spends 2.5 hours per day, looking for information. Not to mention job delays caused by a document being stuck with a colleague who’s not available at the moment. You can eliminate this time waste with Fluix Document Status.

Track team activity in real time
Assign the job to any team member promptly
Control document flow of the entire project
View and download a file copy whenever needed

HOW IT WORKS

Apply Filters for better grouping

action-1

Select the Date range to narrow down the search

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Restore the document if it was deleted by mistake

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Reassign a document to another worker

feature-4

NEW! ENHANCED DOCUMENT HISTORY

We do hear your feedback and are happy to improve your experience. Get even more information at fingertips with the improved Document History:

  • Initial document source
  • Destination(s) of the completed document
  • File renaming
  • Name of the person who pushed the document
  • Recipients’ email addresses
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Do you prefer to work with data in charts and graphs? Email to ozakharova@fluix.io to share your input.
Check out our Knowledge base article about Document Status and History.
Stay safe and take care 😊
Best wishes,
Olga
Product Manager

Explore Fluix features and processes

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June 4, 2020 - Health Risk Assessment Form

Many of us don’t have the option to work remotely and need to continue going through our daily job routine on the front line. To ensure your team’s safety, we have created a Daily Health Checklist to allow you to build awareness of health status among employees and mitigate the risk of spreading the virus.

HOW IT WORKS

1. Team members fill out and submit daily Health Checklists:

fdt-736-checklist-1@2x

2. If someone has a positive answer to any of the health check questions, an immediate email notification will be sent to HR, Safety, or any other responsible Department in your company

fdt-736-checklist-2@2x

Contact me to get this template and set up the workflow, or check out our guidelines at Health Assessment Workflow

Are you thinking of other processes that need to be transferred online? Reply to ozakharova@fluix.io and describe your case.

Stay safe and take care 🙂

Best wishes,
Olga
Product Manager

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August 2020 - Discover New Features With Your Field Team

Explore a two-page PDF view to capture information faster

The new feature puts two pages of a PDF side-by-side on the screen and makes the process of taking in the information easier.

HOW IT WORKS

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Drag & drop to pin files faster

Now you can move documents to the Pinned section with a simple drag & drop action and have all the files you currently work with at hand.

feature-1
Manage the sidebar size

Hard to read long document names in the app? Even more difficult to distinguish among them? Collapse the sidebar to get more space for the files list.

feature-2
Thumbnail view to find and pull up the file immediately

Try our new thumbnail view to locate files and discover content faster.

feature-3

Can you think of any other improvements that could boost your field team efficiency? Reply to this email to share your thoughts with us.

Check what you can do with Fluix. Explore features >

Stay safe and take care 😊

Best wishes,
Olga
Product Manager

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Sept 2020 - Fluix Facts: Updating to iOS 14

A number of new and long-awaited changes are coming to your devices this September along with the next-generation iOS 14.

Our usual advice about Apple’s updates remains in effect for iOS 14. Our team suggests NOT to update all user devices to iOS 14 right away after becoming public since it usually takes some time to have a new and stable iOS version released.

Additionally, since your team’s devices and the Fluix app are crucial for handling day-to-day business operations, please do encourage your team to delay major updates for at least a month from the release date.

Afterwards, to ensure a smooth and stable experience, please make sure that the Fluix app is updated to version 3.2 or higher which is going to be fully compliant with the iOS 14.

At Fluix, we keep moving fast by adding new features to our app ensuring effective compliance with the updates within the Apple environment, though the changes implemented in iOS 14 will not have any direct impact on your interaction and work with the Fluix app.

Learn how Fluix can help in your industry.

Best wishes,
Esmira
Customer Service Manager

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Oct, 2020 - October in a Glimpse

We are in the middle of Fall which means the efforts are doubled to close 2020 with maximum results. We are here to help you spend less time on supporting and managing your Fluix account and rather focus on achieving your goals for the year.

1. Single Sign-On (SSO)

Does your IT team spend time resolving issues with misplaced or forgotten passwords? Would you like to improve network security and prompt your team to come up with stronger passwords? Then it’s time to think of better access management, and that’s when support of single sign-on in Fluix comes into play.

What is SSO?

Single Sign-On (SSO) is one of the authentication ways that enables users to use one set of login credentials to securely access multiple applications.

In this way you simplify and save time on password management, avoid team frustration caused by delays in entering and resetting passwords, and improve security of your data.

Signle Sign-On, Graphic

To learn more about SSO benefits and how it works in Fluix, read this article ⇢

Ready to enable this functionality for your account? Please contact your Success Manager or write to us at support@fluix.io

2. Full Name Mode

Do your users find it difficult to identify the needed document among the others with similar names simply because names are long? Here’s the solution from Fluix:

Fluix Signle Sign-On, Graphic

3. Form Builder Stepping Up

We keep polishing Fluix Form Builder to improve your experience while working with PDF forms. Now it’s even easier to create new templates and add fields with:

— ability to resize fields

— ability to add image fields

In addition, now you can provide your admins with access to only Form Builder in Roles.

Fluix Form Builder, New type of fields

To be on top of new features and improvements, read full list of our product updates in the Fluix Help section.

As always, we are happy to get your feedback and suggestions!
Stay safe and take care 🙂 

Best wishes,
Olga
Product Manager

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Nov, 2020 - Fluix Birthday Newsletter

Today is no ordinary Wednesday:
It’s Fluix Birthday!

Today is a very special day for our company, Fluix turns 6! It was another good year for our team and product. The time of big and small changes, successful updates, and lots of communication with you, our customers. Here’s a look back at the biggest news of our passing year.

Fluix ISO 27001 Certified

ISO Certification

Data security has always been our top priority here at Fluix. Proving this, we are glad to introduce our most recent achievement, Fluix is now ISO 27001 certified, which underlines the fact that we keep data security at the highest possible standard!

Check out the details ⇢

Fluix Partner: Zurich Insurance

Another Fruitful Partnership

It’s been a year since one of the biggest insurance providers in the world, Zurich Insurance, started the journey to a 100% paperless work environment for the company’s agents.

One year into this project, we’re happy to share Zurich Insurance Success Story as Fluix has been instrumental on this journey. With 100k+ documents signed & processed digitally in less than a year, Zurich Insurance is en route to their goal.

Read Success Story ⇢

Task-Based Workflows. Coming Soon.

And The Best for Last: Task-Based Workflows

A massive update of Fluix functionality is coming! To make the workflow engine more powerful and flexible, in addition to the traditional PDF-based workflows we are working on a new way to map your business processes. Task-based workflows (TBW) will allow you to:

Schedule and assign recurring tasks
Add a description of the job to be done
Attach documents, images, and markups
Create and change dynamic web forms easily
Assign specific fields of a form to different teams

While the functionality is at the development stage, you can make it even more advanced by telling us what you want to see in new workflows.

Pass Survey ⇢

As always, our inbox is wide open for your inquiries and ideas.
Stay safe and take care 😉 

Warm regards,
Fluix Team

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July, 2021 - Fluix Product Milestones and Roadmap for 2021

FDT-1500 - Cover Images, blog post, v2

Summer marks the halfway point in the year, so it’s a good time to analyze and reflect on what has been done, and what should be accomplished going forward.  We’ve summarized a few things we’ve released so far this year to make your daily work life easier, and we’ve also given you a sneak peek into what Fluix has planned for the rest of 2021. Let’s dive in!

Check out the updates ⇢

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Sept, 2021 - From field data collection to visualization | Fluix + Airtable

Making sense of data collected in the field is still one of the biggest challenges faced by most businesses. The solution might be found in data intelligence tools that provide data visualization options to help companies analyze trends and make data-driven decisions. A good question is how to connect tools that collect field data with the tools that analyze it.

We are excited to make this process easier for you and your team by introducing our latest integration – Fluix and Airtable.

What is Airtable?

Airtable is a cloud collaboration service that provides an alternative to spreadsheets, allowing people to quickly and easily set up databases to make sense of the data they want. With the help of this integration you will be able to:

  • Transform your data into progress bars, pie charts, and histograms that the entire team can easily understand and interpret.
  • Turn words and numbers into actionable, meaningful insights that will help you to make data-driven decisions.
  • Monitor work progress, identify trends, spot productivity pitfalls. Find ways to improve your workflows by automating time-consuming, manual tasks.

Learn More

Airtable Chart

Connecting Fluix and Airtable takes just 30 minutes and doesn’t require coding. Ready to start?

Learn How To

Want Fluix to integrate with another tool of your choice? Reply to this email and tell us the name of the tool you need to connect!

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Nov, 2021 - Today Fluix Turns 7

Fluix turns 7!

Today is our 7th Birthday, and we want to celebrate this day with you! Some say that 7 is a lucky number, and we consider ourselves very lucky to have grown alongside you, our customers, who love our product!

Fluix Features

New Era of The Fluix Product

We do big things because we love a challenge, and also because we love making your work life easier. 

Get To Know Our Team

Meet some of our Fluix team who make things happen.

Watch Video

Welcoming One Of Our Newest Customers

RWE Renewables, one of the world’s leading renewable energy companies, is creating a green future together with Fluix.

Read a Story of Success

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Fluix Product Q2 Updates

Here at Fluix HQ, we’re constantly working on ways to make your work life easier. In this Product update, we’re really excited to share some new features that we hope will do just that!

Fluix with Dark Mode

1. Dark Mode

A long-awaited update for those working at night or in controlled lighting environments.

Resubmit from Completed

2. Create a pre-filled copy or resubmit a form with new edits

A long-awaited feature is out! We’ve made it easier for users to see the difference between the forms that they want to review, correct, or create a copy of.Completed forms are opened in view-only mode, with annotations and comments left by the participants of the workflow.

Users can now choose to create a copy of a completed document, or just amend some fields and resubmit it.

Signature with added signer email

3. Email & date added to handwritten signatures

We’ve added the signer’s email address next to the date and time stamp under their handwritten remote signature, the same as typed signatures.

Note: Reply to this email to enable it in your account for signatures added on device.

Fluix + WinAir integration

4. Integration with WinAir

Another exciting piece of news for our customers in the Aviation sector! The integration between Fluix and WinAir allows you to automatically create flight log entries in WinAir for different types of aircraft, based on the values that have been filled into the flight record by the cabin crew members and submitted via Fluix.

Read the article ⇢

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Fluix on Android is here!

Fluix for Android

Redefine Your Team’s Experience of Routine

Hardworking teams need the right tools to do their best work. Our customers told us that flexibility is key to their operations, so we turned feedback first into plans, and then into action. Today we’re delighted to officially announce that Fluix is now available on the Android platform!

 What the Fluix Android app may offer your teamLess manual work and more automation brings faster results and helps companies to make data-driven decisions. Let’s see some of the benefits the Fluix Android app brings: 

1. Create a transparent process for cross-functional teams

Fluix TaskStream
  • Use an intuitive drag-n-drop diagram design to create a straightforward flow based on the steps of your business process.
  • Each participant in the workflow will get a clear task with fillable forms, manuals, and descriptions of the recurrent job.
  • Teams can work with one or more forms simultaneously, and push them down the workflow.

    Set clear tasks to get predictable results.

2. PDF and web forms in one bundle

Fluix Form Builder

You can now add both web forms and PDFs to workflows: create a webform in Fluix Form Builder, and upload an existing PDF. Your remote teams will be able to fill in and submit both forms within one task.
Work with the formats you prefer.

3. Defined form fields

Defined form fileds

Let your team fill out only the fields you need. Assign what form fields are required, or set others as view only for each team, to ensure the form is completed as it should be.
Eliminate human error. 

4. Dynamic values

Dynamic Values

Automate form naming and email text with dynamic values. The data from the chosen fields in forms will be automatically added to form names, as well as text in the Send by email action each time users finish their tasks.

Set it and forget it.  

What else?

Integrations

Integration with Procore, Smartsheet, Pipedrive and other powerful 3rd party integrations to make your tools talk to each other and facilitate the automation of more business processes in your company. Learn more ⇢ 

What’s next?

• Automated pre-population of data in forms for even faster data collection.
• Notes to forms that the app users will be able to make when reviewing the forms. 

Want to try Fluix on Android? Simply email us at support@fluix.io.

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Fluix Q3 & Q4 Review and Plans for Q1 2022

Fluix Roadmap

2021 was a productive year for Fluix. We released many new features and made ambitious plans for 2022, all aiming to give our customers and their businesses more ways to benefit from the advantages of technology.
Check out our results for the second half of 2021 and take a peek at the first quarter of 2022.

Q3 & Q4 of 2021 at a glance

Integrations with business tools

  • Business intelligence (BI): Qlik, Domo
  • CRM: Pipedrive
  • Project management: Asana, Trello, Procore, Monday
  • Communication: Slack
  • iPaaS: Automate.io, Integromat
  • Work collaboration: Airtable, Smartsheet, SeaTable
  • Cloud Storage: Azure files and tables

Сheck Integrations for details.

TaskStreams: Take 2! 

  • User Web App
  • File naming convention
  • http submit to third-party tools
  • Dynamic values in submit actions

Form Builder Improvements 

  • Blocks of elements to create a form in a few clicks
  • Ability to move, duplicate and delete multiple elements  
  • Support of Form Builder on iPad 

Device

  • Ability to view files in the Outgoing tab
  • The account and user name display on the sidebar

What to expect in Q1 2022

  • Fluix App on the Android platform (Beta version)
  • Further development of TaskStreams
  • Text styles in Form Builder 
  • Ability to merge workflow files on device
  • Global file search on device
  • Manual sync control on device

Keep track of Fluix updates in Release Notes. To influence the Fluix product roadmap, drop us a line at support@fluix.io and share your thoughts on what’s important to you and your team.


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