While working on a task in Fluix, Users can now select an image from the Photo Gallery, a file from an email composer, or any other app, and add it to the task. The file will be submitted along with forms in the task, and follow the workflow rules.
The feature is available on iOS devices starting from Fluix version 3.16, and Android devices – Fluix version 1.5. Read details ⇢
Two-way Integration with HubSpot
Check this out: You add your customer’s email address to a form in Fluix. Form fields are then automatically pre-filled with relevant HubSpot data. After filling out the rest of the fields, you submit the form in Fluix and it seamlessly syncs with HubSpot, automatically attaching itself to the relevant deal.
Invite external parties and clients to join your workflows, assign tasks, share documents, and collect signatures and feedback – this all is covered by our Guest User access feature. Watch Video ⇢
To stay tuned to updates about upcoming releases, follow us on LinkedIn and Twitter.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
Now you can check the details of each taskstream and any particular process, track time spent on each task, view and download forms and their revisions, and much more.
Sharing Tasks with External Contacts via QR code
Would you like to create tasks not just for your team, but for contractors, students, or anyone else you work with outside your company? That’s doable! Create a chart using Guest Task, generate a QR code for it, and share access to the task with anyone you need.
Shortcuts for Workflow Creation
Workflow creation is now even faster! Use shortcuts with elements of a chart to map your business flow in minutes.
Form-Filling Suggestions on Device
To help users to speed up the form-filling process, they’ll now see suggestions of commonly used words.
This new feature is available on iOS devices starting from Fluix version 3.15, Android devices – Fluix version 1.4.
To stay tuned for updates about upcoming releases, follow us on LinkedIn and Twitter.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
We’re excited to share some meaningful updates that will take your business operations to the next level and enhance your productivity like never before. Ready? Let’s go!
New in Guest Tasks – eSign!
With the improved Guest Task, you can give more flexibility to your team to define on their own the recipient of the task. Just create a Taskstream with Guest Task, set up your preferred business flow, and let your team take it from there! They can easily fill out the forms and share them with customers through email or sms. Customers in their turn, just follow a link, fill in the form, sign, and submit down the predefined flow. Read details ⇢
Start Fluix Workflow from External Tools
Picture this: as a field gets updated in your CRM, the task is automatically assigned to your team with the data pre-filled in forms. Once completed, the documents are automatically uploaded to the CRM. Read details ⇢
Fluix + Asana = Share Forms in Seconds
Managing projects is always challenging. Our pre-built integration with Asana, a popular project management tool, allows you to share completed forms directly from Fluix to Asana, making it even easier to manage your projects and keep track of your document workflows. Read details ⇢
Improved Retention Policy
For those who are not using Taskstreams yet, we added the ability to set the retention for the documents In Progress in workflows.
To stay tuned for updates about upcoming releases, follow us on LinkedIn and Twitter.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
Invite people from outside your company (such as contractors, customers, vendors, students) to collaborate with your team on documents and tasks, all in one place.
Guests can easily access documents via shareable links, complete forms, leave notes, and review attachments, before signing and submitting completed documents. The documents then follow the pre-defined process you’ve set up in Fluix. Read details ⇢
Integration Presets
We’ve created integration presets, to allow for fast setup of automatic uploading of documents, data, and messages to third-party software platforms.
Forms Prefill
Tired of manually filling-in form fields that always contain the exact same information?
You can now pre-populate forms like checklists, work orders, etc., with data from any third-party system, or with data from forms that have already been completed in Fluix. Pre-filling form fields saves time and minimizes the possibility of human error. Read details ⇢
To stay tuned for updates about upcoming releases, follow us on LinkedIn and Twitter.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
In numerology, the number 8 represents victory, prosperity, and overcoming. Back in 2014, we set out to make it easier for companies to overcome the challenges they faced on their digitalization journey. We’re incredibly proud that Fluix is right at the heart of the digitalization success stories of our customers all around the world!
Today, as we celebrate Fluix’s 8th Birthday, we’re looking forward to keeping that momentum going into the future, with our customer’s insights and needs at the core of everything we do.
All of us at Fluix would like to thank each and every customer who has been part of this 8-year journey.
Trusted by industry-leading customers
Scandinavian Airlines, Siemens Gamesa Renewable Energy, Comfort Systems USA, Soderberg and Partners, Titan Airways, The Ludwig Freytag Group, and Atea – just a few of the many wonderful customers who have been with Fluix since day 1 of our product’s existence.
Product, driven by your needs
Our focus remains on helping your teams to achieve the best possible results. In the past 12 months alone, we’ve launched a bunch of game-changing features and functionality:
Fluix App on Android, to allow non-iOS teams to use Fluix as well.
Conditional Logic for submit actions, to make the process flawless.
User Notes, which allow users to leave reference notes for each other in forms.
Dark Mode, to improve user experience in dark and low-light environments.
Integrations with various tools, to allow for effortless communication between solutions.
Our goal is to continue to deliver the best possible user experience, and to make work life easier for those trusting Fluix with their daily tasks and documents.
But we’re not stopping there! Our team will continue their work on major product updates and new features, including some long-awaited ones that we’re excited to share in the near future:
Data prefill – to automate the pre-population of information in forms.
Third-party submissions – enable your contractors and other non-Fluix users to collaborate with your teams in the Fluix app.
Teamwork Makes the Dream Work
This year our Fluix family grew by 21 team members. This includes 6 ambitious interns, who impressed us so much that we decided to hire every single one of them!
New Fluix Hubs
This year we added 4 new Fluix hubs, expanding our presence to 7 countries around the world!
We look forward to celebrating new milestones and taking more steps towards an even better future. Here’s to many more incredible years!
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
More functionality in Fluix – more automation options for your daily business. Check out our Summer edition!
Taskstream: Conditional Logic for Submit Actions
‘Passed’? – the report goes to the cloud. “Failed”? – another round of review is required. As simple as that! Conditional logic allows you to automate decision-making throughout each process, using the values your remote team enters in form fields.
Taskstream: User Notes
No need for calls or chatting back and forth. Flow participants can now easily exchange comments right in the Fluix app while filling out forms.
Pause Sync of Templates and Company Drive
Now your app users can decide when to sync files in Templates and Company Drive. In 24 hours a reminder will be pushed to device to resume sync.
You can also pause sync for a specific root folder in the mentioned sections. Contact us at support@fluix.io to enable this feature for your account.
Other Updates
Roles: ability to give access to subfolders in Fluix storage.
The Signer’s email and date are now added to their handwritten signature in the remote sign use case.
Ability to enforce SSO login configuration for app users.
Taskstream on device: Geotag and timestamp in Photos, and Geolocation in text fields.
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!
1. Dark Mode
A long-awaited update for those working at night or in controlled lighting environments.
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.
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.
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.
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
Use an intuitive drag-and-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
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
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
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?
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.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
TaskStreams are being actively developed, and we present you another portion of updates.
Datasets – Aggregate and extract data from completed forms to Datasets for further export and analysis.
Web version of User App – Now your team can perform tasks from their computer in the office.
Support of PDF Forms – You don’t have to choose between web and PDF format. In TaskStreams you can work with both!
2. Form Builder Enhancements
We keep improving our Form Builder so that you could customize your forms. This time we’ve added the ability to change font styles and size for the text and fields.
3. Integration with Wrike
Keep track of tasks and projects you’re working on. The task is automatically created in Wrike after the document is completed in Fluix. Check out the details here.
4. Merging PDF documents on iPad and iPhone
Merge PDF files you’re working on and share one single document with others.
What’s next?
TaskStreams on Android.
Conditional logic for submit actions.
Want to be an early tester? Simply email us at support@fluix.io.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
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.
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.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
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!
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.
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.
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!
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.
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!
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.
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.
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.
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:
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.
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
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
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
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.
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.
Thumbnail view to find and pull up the file immediately
Try our new thumbnail view to locate files and discover content faster.
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
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
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:
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
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
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
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
Select the Date range to narrow down the search
Restore the document if it was deleted by mistake
Reassign a document to another worker
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
Do you prefer to work with data in charts and graphs? Email to ozakharova@fluix.io to share your input.
“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
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
Explore a two-page PDF view to capture information faster
Drag & drop to pin files faster
Manage the sidebar size
Thumbnail view to find and pull up the file immediately
Contact me to get this template and set up the workflow, or check out our guidelines at 
Are you thinking of other processes that need to be transferred online? Reply to ozakharova@fluix.io and describe your case.
Check out our Knowledge base article about 
Need to track the performance in a different way? Reply to