You will have received an email invitation from your company’s Flex administrator. This will allow you to create a username and password and download your software. You need to do this before you can continue the steps here.
If you have not received an email please contact your Flex administrator.
It is important to follow all the steps below to make the most of Flex and utilise all the benefits:
|
|
Article link |
Description |
| 1. Flex: An overview | What the platform can do for your company | |
| 2. How to download, install and activate Winner Flex | Where to find the ISO installation file and how to use it. | |
| 3. Navigation | The Flex Platform icons, Global Search, Username Menu, Filters, Help and Action buttons. | |
| 4. Dashboard | Covers what it shows and how to personalise it. | |
| 5. Contacts | Add a New Contact and Contact Details | |
| 6. Projects | Add a New Project and Project Details | |
| 7. Project Board | Gives a quick overview of the projects in each status. | |
| 8. Documents | Attach New Document, Open Whiteboard, Open and Edit a Document, Download a Document. | |
| 9. Reports | How to create, print and save them | |
| 10. User Settings | User Profile, Change Password, Default Settings and Products Download |