Once your Administrator has activated Flex in your Cyncly Account you will have access to Design Flex.
Note: You will need to be on version 14.2 or higher.
It is important to follow all the steps below to make the most of Flex and utilize all the benefits:
Article link |
Description |
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| 1. What is Design Flex? | What the platform can do for your company | |
| 2. Navigation | The Flex Platform icons, Global Search, Username Menu, Filters, Help and Action buttons. | |
| 3. Contacts | Add a New Contact and Contact Details | |
| 4. Projects | Add a New Project and Project Details | |
| 5. Project Board | Gives a quick overview of the projects in each status. | |
| 6. Documents | Attach New Document, Open Whiteboard, Open and Edit a Document, Download a Document. | |
| 7. User Settings | User Profile, Default Settings. |