1.3. What are the options to deliver documents to end user?

There are many ways to deliver documents to end users:

Push by Admin: Push to Workflow option on a workflow page sends documents to either My Inbox (for an individual) or Group Inbox (for groups) on the user device.

Make available on storage: A number of document sources (Templates, Cabinet) allow users to connect to storage and pull the document into Drafts state simply by opening and working on it.

Pull by User: Many apps, e.g. email clients, allow contextual Open in menu for the files they handle. It allows end users to transfer a document directly to Fluix by either sending it to a specific workflow (provided Other Apps is set up as a Document source), or saving it as a local copy in Personal section of the mobile app or web browser version.

Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.

Explore Fluix features and processes