Admin Portal Updates

• Improved Document Status and Document History sections
• Ability to download “All” documents from Document Status

March 3, 2020. Fluix Admin Portal update:

• Ability to filter documents by a particular date range in Document Status.
• Stability and performance improvements

January 2, 2020. Fluix Admin Portal update:

• Selecting workflow participants is now made easier: After clicking on the New workflow button in Configurations it is now possible to start building a workflow right away
• New user groups and users can be added right in the workflow Builder (Configuration>Workflows>Add participant>Create new participant)
• Image field added as a separate item to the PDF Builder
• Option to choose between adding signatures in the web by drawing or typing

September 19, 2019. Fluix Admin Portal update:

• Integration with CRMs for uploading data from Fluix to the database you use (activation upon request)

August 6, 2019. Fluix Admin Portal update:

• Possibility to add handwritten signatures (activation upon request)
• Sync Folder has been renamed to Company Drive and Personal Documents to Personal

July 4, 2019. Fluix Admin Portal update:

Changes in Workflow Builder

• Collect Data is renamed to Extract Data (Configuration>Workflows)
• Option to add a new dataset in the Workflow Builder is now on top of the pop-up window options list (Configurations> workflows>Choose Action>Extract Data)
• Tooltips added to all Workflow Builder sources providing explanations (Configuration>Workflows>’Take documents from’ and hoovering over the drop-down menu options)

Changes in internal workflow templates

• Fluix newsletter subscription and social media buttons added to the ‘Welcome to Fluix’ invitation email for newly added users
• Complete list of placeholders can be found in Customisable Email dialog box (Configuration>Email Notifications>Customisable Emails)

May 30, 2019. Fluix Admin Portal update:

We have implemented changes in the layout of the Admin portal to help you navigate better. Here is an overview of what has been updated:

• Reports section is renamed to Data. What you will also find under Data is: Document Status, Datasets, Push to Device, Bulk Signing
• The new location of Fluix Storage is under Configuration
• User App is the new name of the former Documents section. You will find and can manage from there workflow documents, for example Templates and Drafts
• Tools and Quick Actions are merged into single Actions tab
• Help section is now moved under Account

March 19, 2019. Fluix Admin Portal update:

• The number of characters displayed in comment history for reassigned documents has been increased to 1000
• Users can now add date and time as well as geolocation to images when inserting them into PDF form from mobile devices. Activate this feature under Settings->File Sharing on the Admin Portal

February 26, 2019. Fluix Admin Portal update:

• New! If you are managing more than one account in Fluix, check out Account section in the top right corner of the Admin Portal showing account details (name and email of the person that is logged in). This is where the Billing section is hidden as well.
• Easily create and edit PDF forms in Fluix! Go to Tools->PDF Form Builder and choose between creating a new form, edit an existing from the Fluix Storage or upload a PDF from computer. Forms stored on Fluix Storage can be opened and edited directly from the PDF Viewer (click Edit Form button).
• Possibility to add signature field(s) to Bulk Signing forms before sending the documents out.

January 31, 2019. Fluix Admin Portal update:

• Bulk signing feature for sending documents to multiple signers at once
• Increased synchronization stability and speed for various connections (e.g. Office 365 and Google Drive)

November 5, 2018. Fluix Admin Portal update:

• PDF Builder for creating PDF forms in Fluix is now available under Tools