Sue

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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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • Flex Cloud: How to add favorites in pre defined text

    In the Flex platform it is possible to choose your most used options as your favorites. This will make it quicker and easier when creating a contact or adding an address in Flex, as the favorites w...

  • Flex Cloud: When does a project get locked?

    As soon as you open a Design, Flex will download the design locally to your computer. This is when the project gets locked for your colleagues.This means no other colleague can work on the same pro...

  • Flex Cloud: Changing a project name

    If you want to rename a Project after you created it you can do so via the Flex platform following the steps below:Go to the Flex Platform either via the browser, or from within your software.  Cli...

  • Flex Cloud: Archiving and retrieving an archived Project

    In this article we will look at how to archive a project, how to view an archived project and unarchiving or restoring an archived project.  This is all done via the Flex Platform. To archive a Pro...