Users can access project documentation quickly and easily from within Design Live program, such as quotations, orders and invoices.
Accessing and viewing documents
- Select the Home toolbar
- Click the Flex documents icon
- The Flex platform will open at the Documents tab, showing all the documentation associated with the open project.
Saving PDFs
When the user creates PDF documents they are automatically uploaded to the Flex platform and saved to the local folder on the user's PC.
Select from the options to save to Flex or your local PC.
Local file location
The local file location is available for projects not on the Flex platform. This will take you to the local folder on the PC to show all documents.