Navigate to Workflow setup > File Storage in the Fluix Admin Portal.
Click Upload Files to add the training materials. The files can be incorporated into workflows and distributed among users.
Fluix’s built-in cloud storage simplifies document organization and management. You may utilize it as a source for document templates and a destination for submitted documents in workflows.
Step 2: Organize Materials into Folders
Create folders for different training programs with the New Folder button in the top right corner.
Navigate to Workflow setup > Integrations section;
Click on Connect Storage button, and select the storage you want Fluix to grant access to. You will see a sidebar with all the available storages to connect:
Step 2: Configure Remote Storage
Once connected, storage may have different statuses:
Not in Use: The storage is not yet assigned to a workflow. Create a workflow and add the storage as a document source or destination.
Error: Indicates connectivity issues. Check and resolve the error before proceeding.
OK: Storage is active and properly configured.
Reauthorization Required: The storage has been disconnected. To restore access, select the storage and click Reauthorize.
Enable email notifications under Settings > Email Notifications section to receive notifications if storage disconnects.
Step 3: Create a Workflow and Add Participants
You can assign workflows to individual users or groups. In this case, two groups will participate:
Pilot Trainees
Pilot Trainers
Once participants are added, a list will appear in the left-hand sidebar. You can rearrange, replace, delete, or add new participants as needed.
Document Distribution to Pilot Trainees
The training forms are distributed to the Pilot trainees to ensure they receive the necessary educational materials. This process helps standardize training procedures and guarantees all trainees have access to the same information.
The Cabinet document source is ideal for distributing the files that are stored on remote storage, making them accessible for a group of users. When documents appear via Cabinet, they are available for viewing to the entire group, however, only 1 user can start working on it by assigning it to himself. Once assigned to a particular user, the document becomes unavailable to the rest of the group.
Step 4: Configure the Cabinet Document Source
Select Cabinet as the document source.
Choose the connected storage and specify the root folder.
The selected path will be displayed next to Cabinet.