My Inbox section becomes active if you receive a document that requires an action from you. The document can come from your company admin, your colleagues or customer whom you sent the document for signature.
When a new document lands in My Inbox, you receive a notification in the bell in the upper left corner. Once a document is sent to My Inbox, you also get a notification by email (if this option is enabled by your company account Admin).
In My Inbox you can see who sent the document, when and its status:
Declined (signer declined to sign the document)
Signed
Expired (signer didn’t sign the document and the link to the document got expired)
Voided (by you or your admin)
Overdue (the document stays in My Inbox for a longer period than expected by your admin and an immediate action is required from you)
Once you open a document, you see the comment (if any) from your customer or colleague.
When you’re done making changes to a document, you can manage it in one of the following ways:
Submit to the next stage. If you finished working on the document, tap the Submit button in the upper right corner. Fluix will then take the document to the next step of the workflow pre-configured by your company account Admin. Choose the appropriate action based on your workflow if a dropdown menu is displayed.
2. Save to Drafts. Upon first modification, a document moves from MyInbox to Drafts. Once finished annotating, you can submit the document from Drafts by tapping Submit button.
After the document has been submitted, a copy of it is saved under Completed (if this is the last step of the workflow and it’s pre-configured by Admin), or Reassigned(if other members of your team need to work on the document).
How to delete a document from My Inbox?
If a document in My Inbox needs to be deleted, you can do it in a following way:
– open My Inbox, make any modification in a doc (annotation, fill out any field)
– tap back button in the upper right corner -> this moves the document from My Inbox to Drafts
– go to Drafts tab -> swipe left ->tap on trashcan and delete the document.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Group Inbox section becomes active if you receive a document that has been sent to a group of people that you belong to and an action is required from one of you:
Once you receive a document in this section, you will need to assign it to yourself to be able to edit and annotate:
Once assigned to yourself, the document moves from Group Inbox to Drafts as a draft, and becomes unavailable to other members of the group.
After making changes to the document, you can either submit it by tapping Submit button in the top right corner or save a draft to Drafts by tapping the arrow in the top left corner.
Once a day you receive an email digest listing all available documents in Group Inbox at that moment. Contact your company account Admin to manage your email preferences.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
In Cabinet section you can access documents that are available to a group of people in your Fluix account.
In order to start working with one of such documents, open it and tap Assign to me in the upper right corner:
At that point the document will land in Drafts on your device. Other members will see Taken label next to such document and it will be available for viewing only.
After making changes to the document, you can either submit it by tapping Submit button in the top right corner or save a draft to Drafts by tapping the arrow in the top left corner.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
In Templates you can access documents that are synced from the folder on your company storage:
There are two ways of working with documents from Templates:
1. Blank forms that are used for repetitive job and submitted to the next stage as per workflow rules, preconfigured by your company Admin;
2. Documents that are distributed by company Admin for your review. Any changes you’ll make will be available to you only and there is no any preconfigured submit action.
In both cases once you open a document in Templates and start making changes, a copy will be saved to your device, while template itself will stay always intact.
1. Templates with preconfigured submit action
As mentioned above, this option is configured by your company Admin to provide you an access to the templates that you can use for repetitive work.
After you pick up a new form from Templates and make any modifications (fill out a form field or add an annotation), a file with your changes will be automatically saved to Drafts. The initial form available in Templates always stay blank.
To save changes, tap Back button in the upper left corner. In addition, all your changes are automatically saved every 3 min.
Each document is saved to Drafts with the original name (as in Templates), however you can rename it by swiping to the left. In the same menu you can choose a trashcan to delete a draft document:
If a file contains an automatic naming convention created by your Admin, the name is generated based on certain fields you fill out in the document. In this case you are not allowed to change the name manually.
If more than one action have been preset by your company Admin, you will see the alternative actions once you tap Submit button.
After you submit the file, it will follow the preconfigured submit rules and will be saved in your Completed (if the file reached its final destination) or Reassignedsection (if further actions need to be taken by your colleagues upon the document):
You can see up to 500 recently submitted files in Completed or Reassigned. To save space on your device, you can regulate the number of displayed documents in the app Settings -> Number of Documents Shown.
In case you do not see the Completed section, it means that it was hidden as per your company policy.
If pre-configured by your company Admin, you can also resubmit already submitted files from the Completed section. Each resubmitted document will come as a separate copy (won’t overwrite the very first version).
2. Templates without submit action
If there are no submit actions configured by your Admin for Templates, once you make any changes to the file originated from Templates, its copy will be saved to the Personalsection. There you can rename, delete or move files to other local subfolders.
You can also rename the document by tapping on the pencil icon:
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Upon first modification, all documents are automatically saved to the Drafts section. You can think of Drafts as a draft section in your email box.
Here rename or delete your drafts by swiping to the left and tapping on Rename or Delete:
Note: if a file contains an automatic naming convention created by your Admin, the name is generated based on certain fields you fill out in the document. In this case you are not allowed to change the name manually.
You can always come back to your documents in Drafts and submit document from there by tapping on the Submit button:
Once submitted, a copy of the document will be saved under Completed (if allowed by your account Admin) or Reassigned (depending on the preconfigured document flow).
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
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The Outgoing section stores documents that have been submitted, but because of no (or poor) Internet connection, cannot be sent from the iPad/iPhone at this very moment:
Once the Internet connection is established, all the documents in this section will be automatically sent.
If a document got stuck in Outgoing, force quit Fluix app by pushing Home button on iPad/iPhone twice, and swipe the application upwards. Relaunch the application and check the Outgoing section. Once documents are submitted from the device they will land to Completed (if allowed by your account Admin) or Reassigned (depending on the preconfigured document flow).
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
The Completed section contains a list of the last 500 documents that you submitted. You can use them for reference or apply changes and resubmit them directly from this section. To keep the files organized, you may create folders by tapping Edit in the upper right corner.
Resubmitting files from Completed is only available if configured by your account Admin. Resubmitted files will be delivered as a separate copy to the final destination indicating time of submission:
The files from Completed can be resubmitted as many times as needed.
As a user, you can decide how many completed files is going to be stored on your device. The setting is available under the app Settings:
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Reassigned section stores 500 latest files in non-editable format that were passed by you on to other members of the workflow. In this tab, you can see whom you’ve reassigned the files, and when. Note that reassigned files are shown only for your reference and are non-editable.
As a user, you can configure the number of files stored in this section by going to the app Settings in the bottom left corner:
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
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In Sent for Signature tab you can see the files that were emailed and are waiting to be signed:
If you need to revoke the signature request and make a document unavailable for signer, go to Sent for Signature -> click on the document to open it and tap Void.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Company Drive section includes the files from your company storage.
There are three ways to work with the files in Company Drive(preconfigured by your account Admin):
Two-way sync. The content of the folder on remote storage will sync to your device. All changes made by you will sync back to storage, i.e. original files in the folder will get overwritten.
One-way sync. The content of the linked folder on remote storage will sync to your device. All changes made to files by you on device, will be saved in a created copy on the device only, while the initial files on storage will stay intact.
Manually download. A list of files and folders located in the linked folder on remote storage is displayed on your device. Files get downloaded only when they are opened. You can make any changes to the files and they will be saved on your devices only. This option is usually selected to save the device space.
There are a few ways to work with files and folders in Company Drive. Tap on Edit in the upper right corner, select a file or folder and select an action on the left side bar:
Copy — copy files and paste them into another folder
Move — move files from one folder to another
Rename — rename files
Delete — delete files
Merge — merge multiple documents into one file
Zip — compress files into a zipped folder
Mail to — e-mail files (Please note: this feature is active only if configured by the company’s Fluix account Admin)
Upload — upload files to your storage on server (Please note: this feature is active only if configured by the company’s Fluix account Admin)
Open in — open files in another application (Please note: this feature is active only if configured by the company’s Fluix account Admin)
Create Folder — create a new folder
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Documents land in the Personal section in a couple of cases:
— pushed to you by your company Admin
— moved or copied from the Documents section
— saved local versions with changes from the Templates section if the submit action is not preconfigured by your company Admin
— saved by you from other applications.
In all scenarios the documents cannot be submitted as these aren’t a part of a document flow, but they can be easily viewed, annotated and shared if allowed as per your company policy. To share the document, tap Edit in the upper right corner, select the file and select the option you need:
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
Under the Recents section is a list of files that have been recently opened (available on iPad only). From here you can access the document by tapping on it.
Tap and hold on any document in Recents and choose one of the options: Reveal in what section the document is, Remove a document from recents or Clear All recent documents:
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
