FlexDocs

FlexDocs are powerful, customizable documents that allow you to create and share information effectively in Joy, similar to a Microsoft Word or Google document. You can use FlexDocs to share a wide variety of content, including:

• Policy manuals
• Standard Operating Procedures (SOPs)
• Process documentation
• Internal guides

A FlexDoc is made of pages containing text, images, links, embedded media, and more. You can manage the pages and content in a FlexDoc using the FlexDoc Editor.

These documents live in the Knowledge Center alongside your other assets, where you can assign them to users.

Creating a FlexDoc

To create a FlexDoc:

Viewing a FlexDoc

To view a FlexDoc:

The FlexDoc's content is organized into two sections: a tree menu listing the pages and headings, and the content area. Click a page name or heading in the tree menu to jump to that section.

At the top of the panel there are two tabs to switch between previewing the FlexDoc and viewing more information about it. You can also change the way the panel appears to view it as a window or full screen. Click the  More Actions icon to reveal additional options to edit, open, or assign the FlexDoc.

Assigning a FlexDoc

You can assign a FlexDoc to yourself or another user. Once assigned, it appears on their Tasks page as an item that needs to be completed, making progress easy to track.

To assign a FlexDoc, view the FlexDoc, then click the  More Actions icon and select Assign.

You can also assign a FlexDoc from the Knowledge Center by clicking the  More Actions icon and selecting Assign. To assign more than one FlexDoc at a time, use batch actions.

Viewing a FlexDoc's details

To get more information about a FlexDoc:

Overview tab

The About section displays the FlexDoc's description. Below the About section are metrics that show the number of times the FlexDoc was assigned and the average number of days it took a user to complete the task. Below the metrics, a graph shows how many times the FlexDoc was assigned by month.

Details tab

The Details tab contains the FlexDoc's fields and settings.

Editing a FlexDoc's content

To edit the content of your FlexDoc:

From here, you can manage your FlexDoc's pages and add content such as text, images, and videos. You can even use the built-in AI to help you generate content.

When you're ready, publish the FlexDoc to share it with your users.

Editing a FlexDoc's settings

To edit a FlexDoc's settings:

FlexDoc fields and settings

All of the FlexDoc's fields and settings are found on the Details tab of the FlexDoc Admin panel, organized into three sections.

Basic Info

• Title: The name of the FlexDoc. Be sure to pick a name that is clear, specific, and provides enough detail so that users know what they can find in the FlexDoc.
• Status: The state of the FlexDoc. Inactive FlexDocs are only visible to users with Admin access.
• About: A description of the FlexDoc. Consider using this space to provide your users with a high-level description of the FlexDoc, allowing them to determine whether it's relevant to their needs. For example, describe what the FlexDoc contains, provide a summary of the document, or list its main sections.

Appearance

• Asset Banner Image: The image that appears across the top of the FlexDoc's panel. You can select one of the preset banners or upload your own image. If you upload an image, you can choose its style:
  • Fit: Shows the full image, but if it doesn't fill the banner, you may see empty space around it. You can choose a Background color for the empty space.
  • Fill: Covers the whole banner, but the edges of the image may be cropped.

Advanced

• API ID (view only): The ID you can use to reference the FlexDoc if you're using the Joy API.