Announcements
Onboarding
- New User: Design Flex Cloud onboarding
- Getting Started with Design Flex Cloud
- Flex Cloud: Set up your email to send documents from the Flex platform
- Flex Cloud: Contacts
- Flex Cloud: User settings
- Flex Cloud: Initial activation and setup
Annotations
External software
- Live Order – How to map unknown catalogs
- How to save your logo images as “.bmp” files
- How to set up and use Live Order
- Import and export a Cadsoft file
- Import an AutoCAD 3D file
- Import a Sketchup shape already saved on disk
Display settings
- How to export and import user preferences for display settings
- Work area tab - display settings and measurement system
- View ribbon
- Variable display features
- Use your own logo file for graphic printouts
- Use the same item number in all legends
Lighting
- Add Task and Accent Lights with the Lighting Wizard
- Measure the distance between lighting fixtures
- Light effects with EZ Render rendering engine
- Light effects with Redway 3d rendering engine
- Examples of lighting effects added with the Lighting Wizard
- Download a Catalog and launch the lighting wizard
Cyncly Account
- Submit feedback in Design Flex
- How do I renew my maintenance and support online?
- What is my license type?
- What will my renewal cost this year?
- How to update my payment information for my renewal
- How do I pay for my subscription renewal?
Rendering a Design
- What is the Cycles render engine?
- Which render engine should I use?
- Cabinet fronts rendering dark in small rooms
- How to create presentations for your customer using Presentation Packet
- Adjust the rendering effects of a design without re-rendering
- Rendering considerations and recommendations
System requirements
Tutorials
Quote
File-based
- Type in the item's user code
- Replace an item with one from the local browser
- Drag and drop an item manually
- Local browser catalogs
- Drag and drop items
- Designers catalogs
Admin area
- Import Data from Cyncly Payments into QuickBooks Online
- Managing Disputes for Payments in Design Flex
- Processing Refunds in Design Flex
- Using the Merchant Portal in Design Flex
- ACH Payments with Design Flex
- Flex: Multi-Shop Customer Export
Catalog styles & attributes
- How to Switch Items to another catalog
- View individual components
- Variable categories per component
- Resize the components of an item
- Modify the attributes of a section
- Hide/show the description of items
Navigation
- How to access support through the Help Center
- How to request Support and Support hours of operation
- How to zoom in or out and scroll on a design
- Zoom in/out in interactive mode
- Zoom in/out on a specific portion
- Work area control buttons
Installation
- How to update AMD graphics card drivers
- How to update Nvidia graphics card drivers
- How to reinstall sentinel system driver for USB dongle
- Warning 2330. Error getting file attributes
- How to uninstall Design
- How to setup Design as a restricted user V. 14.*
Applying a Rate
- Select styles and pricing
- Price levels tab
- Overall discounts or surcharges
- Edit an installation charge
- Edit a sales tax
- Edit a shipping charge
Exporting a Design
- Views tab
- Select and save a 3D view
- Save perspective rendering views
- Save the image and the information of an item
- Save a floor plan view, an elevation view or a drawing layout as an image
- Retrieve a 360 view online or a JPG when offline; via a mobile device
Building a room
- Search for Commands in Design
- How to make an arched doorway
- Import Vertex files into Design
- How to add a window to a room
- Adding or deleting a wall cutout (pass-through)
- Use the triangle field to draw wall angles
System Settings
- Best Practices for Maintaining a Shared Catalog Database (IT Admin Guide)
- How to configure a Shared Catalog Database for Design on a server
- How to copy your customized schemes from Design v13 to v14
- Documents: File location
- Wall/construction line settings
- Warning patterns tab
Cloud Configurator
Projects
- Flex Cloud: Design status symbol colors
- Flex Cloud: Create a receipt of payment
- Flex Cloud: Create a payment link for Cyncly Payment
- Flex Cloud: Create a payment
- Flex Cloud: Create an Invoice
- Flex Cloud: the Project Board sidebar
Printing & Emailing
- How to change the font settings for notes
- How to change the Drawing Layout page orientation to Landscape
- How to Print a Report
- View before printing
- Set up the page for printing (File menu)
- Select the drawing layouts to print
Render Settings
- View mode/quality with EZ Render engine
- View modes
- Saving a custom resolution view
- Rename or delete 360 panoramic views for publishing
- Rendering dashboard
- Rendering preferences
Furnishing a room
- View and place an item
- Vertical and horizontal positions
- User texture library and texture editor
- Variations
- Changing the height placement of an item
- What is the Idea Center?
What's New
- What's new in version 14.10
- What's new 14.9
- What's new in version 14.8
- What's new in version 14.7
- What's new in version 14.6
- What's new in version 14.5
User guide
- How to change the title block and logo in V. 14. onwards
- Design Flex Team – General Information
- Understanding Design Flex Login and Offline Usage for Subscriptions
- How to setup Design as a restricted user V. 13.*
- Checklist of actions required to migrate to v. 14 onwards
- Update libraries and ideas
Leads
- Leads: How to customize a Lead's status
- Leads: Add your own custom sources
- Leads: History tracking
- Leads: Source tracking for contacts
- Flex Cloud: Add a note or attachment to a lead
- Flex Cloud: How to merge duplicate leads
Cloud Browser - v13.7 and higher
- 13.7 or higher: How to filter Cloud items by criteria versions
- How to search for catalogs in the Cloud Browser
- How do I filter by item type in the Cloud Browser
- Cloud browser updates for version 13.7 or higher
- Cloud Browser at a glance
- How to view, add or remove catalogs available in the Cloud Browser
Templates
- View the item list (BOM)
- Save the current layout as a user template
- Create a quote report
- Produce a countertop report
- Create an installation report
- Cost/Sell report
Countertops & Trims
- How to place Countertops and Moldings
- How to apply Cambria textures from Cloud Textures
- How to edit points in countertops, surfaces and trims
- Validate a Countertop
- Switch lengths on linear items
- Step 7: Select an edge style
Troubleshooting
- How to set Installation Points
- Making 4K screens compatible with Design Flex
- How to optimize NVIDIA graphics cards for Design Flex
- Cannot connect to server
- How to report catalog errors
- CmNetErr #17 Invalid Local License
Catalog Browser - v13.6 and lower
- 13.6 or lower: How to search for catalogs in the Cloud Browser
- 13.6 or lower: How to remove a catalog product from your favorites list in the Cloud browser
- 13.6 or lower: How to navigate Cloud browser
- 13.6 or lower: Log into cloud browser v12
- 13.6 or lower: How to further refine the results of a search
- 13.6 or lower: How to browse a catalog’s contents by item category
General
- Flex Cloud: Understanding KPIs and Reports
- Flex Cloud: Copy a Contact to clipboard
- Flex Cloud: Export your Contact or Project list
- Flex Cloud: Sync preferences across devices
- Flex Cloud: How to synchronize display tab schemes
- How to Disable Flex Cloud
Cloud
Creating a Closet
- Place closets/storage units
- Using the Closet add-on
- How to replace items in the closet add-on
- How to place and stack drawers in the Closet add-on
- How to place and edit a panel in the Closet add-on
- Duplicate shelves and panels in the closet add-on