Getting Started

What is Fluix?

Fluix is a document management software that helps teams and companies to go paperless and automate their business processes.

What Fluix does?

In Fluix you can:

  • Distribute documents to team members
  • Automate document routing
  • Collect and export data from the documents for reporting and analyzing
  • Fill out and annotate PDFs
  • Sign and collect your customer signatures
  • Provide granular access controls for your users, groups and administrators
  • Track key performance indicators on the Dashboard
  • Store your documents in the Fluix built-in cloud storage
  • Integrate with cloud storage services like Dropbox, Box, Google Drive, Office 365 and others.

What can I use it for?

The most popular uses cases are:

  • Invoicing
  • Work Orders
  • Inspections
  • Audits
  • Delivery Manifests and Delivery Tracking
  • Product Manuals
  • Sales & Board Meetings, Retail Logistics
  • Compliance and Energy Audit Checklists
  • State, Local, Educational and Legislative Document Sharing

What platforms and languages are supported?

Fluix is supported on iPad, iPhone and via web browsers. The app on iOS devices is available in English, Dutch, French, German, Italian, Norwegian and Bokmål languages. Web version is in English.

Who is behind Fluix?

Fluix is one of the products created by Readdle, a Ukrainian mobile application development company. Our offices are located in Dublin, Berlin, San Francisco, and Odessa.

Sounds like a good fit? Then we invite you to the next article Before You Start to learn more about the product. You can also drop us a line at sales@fluix.io or chat on the web site. We’d love to hear from you!

Before you start

Fluix solution was specifically designed to get you started in merely 15-30 minutes. You don’t need dedicated IT resources or special knowledge to deploy Fluix.

Three things to become up and running with Fluix: 

1. Team

In your trial account, you can start on your own. Meanwhile, the core value you get from Fluix is to streamline business processes within your team. From our experience teams of 10+ people notice positive ROI within a month.

2. PDF forms

PDF is the main document format supported in Fluix. End users can easily fill out, annotate, sign and exchange their documents between each other and their customers.

With PDFs you can:

If you used to work with paper documents and don’t have forms yet, it’s not a problem. Contact us for professional services.

3. iPads, iPhones or web browser

Fluix is supported on iOS devices and web browsers. Historically, our customers are Apple adepts due to stability, clear design and exceptional reliability of iOS devices. So, in case you are still thinking of a platform to choose, you know our opinion.

Are you ready to start? To hit the ground running, follow to our next article Ready for a Trial?

Have questions or need help? Feel free to contact us at sales@fluix.io or chat on the web site, we are always happy to assist.

Choose Your Plan

Your trial account includes all features and is free for 14 days. No credit card needed, just fill out the trial form and get started. Once you’re ready to roll out and deploy the solution enter your billing information on the Fluix Admin Portal at any time, or contact us for assistance.

You can choose one of three plans: Starter, Core, or Advanced:

Starter Plan is a great way to get started using Fluix in a relatively small team and automate basic document routing processes., e.g. fill out documents in the field and archive them on the company storage, or to collect client signatures remotely and instantly email the final version to the office and the client.

Core plan is preferred by companies with more advanced business processes that include approving, monitoring, and analyzing collected field data.

Advanced plan is a sophisticated solution for bigger companies with multiple teams that interact with each other, diverse access controls to the account, large arrays of data to collect and analyze.

All plans include:

  • Offline Access on iOS devices
  • Web version of the app
  • Third party cloud Integration
  • HIPAA compliance
  • Email Support
  • Knowledge Base

To learn more details about each of the plans, go to https://fluix.io/pricing

Give us a call or start a chat if you are not sure which plan to choose. We’re always glad to provide you with more details and help you make the right decision.

We accept all major types of credit cards like Mastercard, Visa, American Express, etc. We also support wire transfers and cheques for quarterly and annual billing.

You can change or cancel your subscription anytime.

Not sure what plan to choose? Need help in form creation or consulting? We are here to help! Request a Demo, call us at +1 650-433-9008 (US), 

+44 2392 16 2010 (UK) or email at sales@fluix.io

Ready for a Trial?

Follow three simple steps below to get a sneak peek of how Fluix looks inside and what you can do with its help:

  1. Register a trial
  2. Log in to your account
  3. Explore and test the preconfigured setup

1. Register a Trial

To register a free 14-days trial account, simply fill out a short trial form on our website and follow one of the paths that is relevant to your needs.

2. Log in to Your Account

Once the path is passed, verify your email address in an invitation email and log into your Fluix trial account at https://login.fluix.io. For better experience, please use desktop or laptop.

3. Explore and Test the Setup

Upon login, you end up in the Admin Portal — the heart of Fluix, where you can set up all kind of workflows, change any settings, manage teams, collect data and perform many other tasks.

Here we go!

The starting point is the Fluix Storage, where you can either upload your own PDF forms, or use Fluix templates to test the software.

The next step is to test the setup. It was automatically preconfigured based on path you selected upon trial registration.

To proceed, please navigate to the Configuration section -> Workflows tab:

Click on the workflow name to see the participants and document flow chart, according to which your end users will route documents on their devices. At this point you have a couple of options:

— put on hat of your end user and pass the document flow. You can do that either from the web browser version of the application or iOS device. The latter would be more illustrative since on iPads and iPhones you can make all kind of annotations that is not yet available in the web version. To proceed with the iOS version, please go to the App Store, download the application and log in with the credentials you used to log in to the admin account. To give it a try in the web browser version, switch to the User App section. From here you could open the form, fill it out and send to the next stage according to the submit rule that was configured in a workflow.

— play with setup and change the workflow. To change the workflow, simply click on Edit Workflow and add more participants, change the storage, add or remove submit rules, etc.

Was that helpful? Reach out to us at sales@fluix.io for a demo or chat if you have any questions or proceed to the next article and create your own workflow.

Check what you can do with Fluix. Explore features >

Deploy in 4 steps

To start working in Fluix, you do not need to be tech-savvy or spend hours of time to learn the basics and train your colleagues. To start sharing files with your team, please follow the 4 steps below:

Step 1: Add users to the account. Add everyone who will be working with Fluix

Step 2: Connect your file storage or upload PDF documents to the Fluix built-in storage

Step 3: Create a workflow to automate the document process

Step 4: Test the setup as the end-user 

Step 1. Adding users to the account

To add users to your account, navigate to the Configuration section, Users tab:

All you need to know is the users’ email addresses and names. Use the New User button to add accounts one by one, or click on Import/Export and import a CSV file with a list of contacts to add in bulk.

After the users are added, we recommend organizing them in Groups depending on their roles in the document flow (e.g. Sales Team, Office Managers, etc.). You can do that following to the next tab Groups.

Step 2. Connect file storage to Fluix

At this point, you need to determine how PDF documents are going to get to the Fluix app on users’ devices. Here are your choices:

1. We don’t have file storage yet. We’d like to use Fluix storage

If you don’t have a company file storage, you can use Fluix built-in one. It can be found under the Documents section — Fluix Storage:

Start from creating folders with New Folder button, and Upload Files to add the PDF documents you have on your computer to Fluix storage.

2. We have file storage we’d like to connect to Fluix

Navigate to Configuration -> Remote storages, click on Connect Storage, select one from the menu, and enter the credentials:

Here are cloud storages that are supported in Fluix:

Once done, you can move on to building a workflow.

Step 3. Create a Workflow

Through workflows, users and groups can receive PDF files on their devices, annotate them, fill out forms, digitally sign documents, and submit to the next step in the process.

Before creating a workflow, make sure to have the main components ready:

-users that will participate in a workflow

-documents that will be shared available either in Fluix storage or one of the 3rd party storages

-the document flow you need to set up.

To start building a workflow, go to Configuration -> Workflows, click on the New Workflow button:

You will see a list of the users and groups that you have in Fluix. Select a group or a single user to which this workflow will be applied. To apply the workflow to all users in the account, select All Users:

You will then be redirected to Workflow editing mode where you can continue building a workflow. On the left-hand sidebar you can see a list of participants, which you can alter by dragging blocks around, or simply discard a user or a group by clicking on the cross:

For each participant of workflow, you will have a separate space where settings can be added. Each Workflow rule is a pair of incoming Document source and outgoing Submit rule, that controls how users receive and send a document on each step of the workflow. Naturally, each participant needs to have at least one Document source to take part in the workflow.

To learn more about the most common workflows, document sources and submit rules, and other workflow details, please follow the Workflows articles.

Step 4. Test the Setup as the end-user

Put on the hat of your field worker and replicate the document flow. You can do that either from the web browser version of the application or iOS device. The latter would be more illustrative since on iPads and iPhones you can make all kind of annotations that is not yet available in the web version.

To proceed with the iOS version, please go to the App Store, download the application and log in with the credentials you used to log into the Admin’s account.

To give it a try in the web browser version, simply switch to the User App section. From here you could open the form, fill it out, and send it to the next stage according to the submit rule that was configured in a workflow.

Have questions or need help? Feel free to contact us at sales@fluix.io or chat on the web site, we are always happy to assist.

Trial Expired

If you didn’t have chance to have a closer look at the Fluix trial account before it expired, or need more time to evaluate the service, just let us know by email or chat and we’ll be glad to extend your trial account and provide any assistance you might need.

Feel free to contact us at sales@fluix.io or chat on the web site, we’d love to hear from you.

Learn how Fluix works for teams in various industries.

Was this article helpful?

0 out of 0 found this helpful