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Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
Browse the Help Center
/
Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
  1. Help Center
  2. /
  3. Getting started

Welcome to fluxems

A five minute tour of your workspace: the sidebar, the top bar, and where each module lives.

1 min read

fluxems puts your documents, projects, transmittals, RFIs, mail, tenders, tasks, and contacts in one workspace. This tour shows you where everything lives, so the rest of these guides make sense.

The sidebar

The sidebar on the left is how you move between modules. Everything under the Your workspace heading is shared with your team.

app.fluxems.com
The fluxems sidebar with the workspace switcher at the top and the module list below
The sidebar: your workspace switcher, modules, and the Invite people button.
  • Dashboard is your personal start page: what needs your attention, recent activity, and project health.
  • Docs holds workspace documents that do not belong to a specific project.
  • Projects lists every project you can see. Open one and the sidebar changes to that project's sections.
  • Mail is your project inbox: transmittals, RFIs, and documents that need something from you.
  • Tendering has two views: Register for tenders you are tracking, and Find tenders for public opportunities.
  • Calendar & Tasks keeps your personal to-do list and the shared calendar.
  • Contacts holds people and organisations, with Search contacts and Organizations views.

Tip

The Create new button at the top of the sidebar is the fastest way to start a project or a tender from anywhere.

The top bar

  1. 1

    Click the fluxems logo at any time to return to your Dashboard.

  2. 2

    Use the Search box to find projects, tasks, and documents across the whole workspace.

    app.fluxems.com
    The global search box open with results grouped by projects, tasks, and documents
  3. 3

    Click the bell to see notifications, and your avatar for Profile, Settings, and Log out.

Switching workspaces

If you belong to more than one workspace, click the workspace name at the top of the sidebar to switch. Each workspace has its own projects, people, and settings.

Related articles

  • How fluxems is organisedGetting started
  • Customise your dashboardGetting started

What's next?

Now that you know the layout, learn how the pieces fit together.

  • How fluxems is organised

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How fluxems is organised

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On this page

  • The sidebar
  • The top bar
  • Switching workspaces
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