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Xerox® DocuShare® Flex App User Guide

Get started

To get started using the Xerox® DocuShare® Flex App you will need the URL to your DocuShare Flex server, your username and password. You can obtain these from your DocuShare Flex Coordinator.

Log in to your account:

  1. Launch the app and on the login screen, enter the server URL.

  2. Enter your user name and password.

  3. Click Log In.

Note: If you are unable to log in, please contact your DocuShare Flex coordinator.

Using the Mobile App

After you are logged into to your DocuShare Flex server, you can use the Mobile App to:

  • Find and view documents

  • Upload new versions of documents and other content

  • Email, message, print documents and more

  • View and edit document properties

  • Download documents for offline viewing and editing in other applications

  • Capture images and video with audio

  • Route documents and manage tasks

Browse folders

Tap Files to navigate and locate content. Return to the previous folder by tapping the arrow in the upper-left corner of the screen.

To update the contents of the server or a folder, pull down the document list and release to refresh.

To recover a deleted document, tap Trash, then swipe left on a file name in list and tap restore.

What you can do

When you are in the Files folders, tap the icons in the navigation bar to access these actions:

  • Create Folder–Creates a new folder on the server.

  • Take Photo or Video–Tap the camera icon in the upper right, take the picture or movie, and choose the destination of current or capture folder.

Note: In the Capture folders you cannot create a folder via the mobile device.

Work with documents

After you navigate to a document you want to view, tap the document to open it to view, or play a video, or delete the document by swiping left on the file name.

What you can do

Tap the icon displayed in either the upper right or the lower left corner of the screen to access the following activities:

  • Share the document–Message, Mail, Social Media

  • Save Image or Video–To local phone media storage

  • Save to iOS Files–Download file to local iPhone or iCloud

  • Print–Print to a compatible Apple AirPrint® printer.

More document actions

When viewing documents in a folder, you can perform additional actions on a document.

Tap the button to:

  • Route–Tap the Route button, select an available template from the presented list, and tap the Route button in upper right.

  • Delete–Tap the Trash

  • Edit Properties–Tap the Edit button in the upper right corner of the screen, select Done when you are finished.

View and edit properties

You can view and edit the properties of documents by navigating to the folder or document whose properties you want to view and editing:

  1. Tap the icon displayed to the right of the object to view properties.

  2. Tap the Edit button to change any property values.

Search for documents

You can search for documents on the entire server.

Tap the Search navigation field at the top of the screen. Then, enter your search term in the Search box, and press the Search button in the lower right corner of the screen.

Upload a file

Documents can be uploaded to DocuShare Flex Files when you do the following:

  1. Tap the iOS Files icon on your home screen and select a file from inside the available folders.

  2. Tap the icon and choose Copy to DocuShare Flex.

Tasks

Manage tasks by tapping Tasks in the lower navigation bar to access My Tasks.

There are two views, My Tasks and Manage Tasks.

Tap the button to:

  • See task instructions

  • View task status

  • View associated document

  • Approve, Reject or Release the task

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