Sue
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Recent activity by Sue-
Flex Cloud: Contacts
In this article you will look at the Contacts Toolbar and what it gives access to, how to add a New Contact, how to view or edit Contact details and how to Delete a contact.Note: If you have admini...
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Flex Cloud: User settings
The Flex platform contains personal settings for each logged in user. This article lists what options you can access within the User Settings. Username Menu To access this menu, click your user...
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Flex Cloud: Admin area
In the articles listed below you will learn about functions within the Admin. area where you can access default Company settings, create and edit User roles and assign users to them, create, edit a...
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Flex Cloud: Initial activation and setup
Admin users for the Cyncly account will need to complete the steps below to activate and setup Flex for all users within the company. Admin task: Activation Log in to the Admin user's Cyncly acco...
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Flex Cloud: Documents
In this article you will learn about Global documents, how to attach/upload a New Document, open the Whiteboard, open a Document for editing, access and edit a Document's Properties, Send documents...
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How to copy your customized schemes from Design v13 to v14
Applies to: Design V13* and V14* You can save display settings as schemes and make them accessible for other designs. You can also have more than one scheme per design. For example, you might n...
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What is Design Flex?
Click the CC button on the video for sub titles:Flex features The Cyncly Flex platform brings together Cyncly's design applications into the cloud for maximum flexibility. Flex will enable users to...
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Flex Cloud: Projects
View full screen in a new tab. Add a New Project Click the New Project button on the top toolbar (in Projects list view and Dashboard view). Enter a project name.Note: The following characters ...
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Flex Cloud: How to add a second bank account
Users are able to add a second set of bank details to their company information. Adding a second bank account in Flex In the Flex platform, click the Settings icon at the bottom of the left hand me...
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Flex Cloud: Tracking and reinstating deleted documents
In the Flex platform, you are able to review deleted documents and reinstate them, as long as it is within 90 days of the initial deletion. The Deleted documents list is accessed by the more optio...