Sue
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Recent activity by Sue-
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...
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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...
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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...
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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...
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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...
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Flex Cloud: How to delete a project
Soft deleteIMPORTANT: Soft deleting a project does not make the project number available again. Open the Flex platform, either via a browser or from within the desktop program. Click the Projects ...
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Flex Cloud: How to copy a project
Access the Flex Platform via a web browser or from within the desktop program. Click on the Projects icon on the left hand menu bar.Select the project you want to copy (do not open it) and click on...
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Flex Cloud: Where can I see, what projects are linked to a contact?
The Flex platform gives you an overview about all existing projects from you or your company (depending on user rights). However you may want to see projects linked to a specific contact, these in...