Fluix Workflows Overview
A workflow is a series of tasks performed by your team to complete an overall project or to achieve a specific outcome for your business.
In Fluix, you can create custom workflows that will help you to route documents with ease, automating many time-consuming processes, such as:
- Collecting and submitting field data via mobile devices, saving you time and money versus using paper, while also helping you to make data-driven decisions.
- Streamlining Managers’ approvals, to minimize the time spent going back-and-forth to the office. Your approvals process can be as simple or as complex as you need – including multi-level approvals.
- Capturing customer e-signatures to close deals onsite.
- Amending and instantly distributing up-to-date documents, ensuring your team always works with the correct version.
Workflows in Fluix are flexible and scalable – from small teams to thousands of participants – and can be published when you’re ready with just a couple of clicks.
You can make changes to the workflow at any time to update document versions, monitor team activity in real-time, or add or remove users from the workflow.
To learn how to configure a workflow in Fluix, check out the tutorial article How to create and test a workflow in Fluix.