FlexDocs are assets that can contain text, images, links, embedded media, and more. You can view FlexDocs from two main places: the Knowledge Center and the Tasks page.

In the Knowledge Center, FlexDocs are displayed alongside your other assets as cards. You can quickly identify a FlexDoc by the FlexDoc icon. icon on its card.

The Knowledge Center. An arrow points at the card for a FlexDoc called Automated Reactor Inspection System (ARIS) Operating Manual.

To quickly find a FlexDoc, type its name into the Search bar.

✨ To learn how to create or edit a FlexDoc, see Managing FlexDocs.

Viewing a FlexDoc’s content

To view a FlexDoc from the Knowledge Center, simply click its card.

This opens the FlexDoc’s content. Above the content are icons to view the FlexDoc’s details, edit its content, open the content in a new tab, and a More Actions icon. More Actions icon that reveals additional options to edit the FlexDoc’s details and assign it.

The FlexDoc header. An arrow is pointing to the Edit icon, Admin View icon, Open in New Tab icon, and More Actions icon.

When you view a FlexDoc’s content, you’ll see that it’s organized into two main sections.

On the one side, you can see a list of all the pages within the FlexDoc, similar to a table of contents. By looking at the different page names, you can get a general idea of what’s included in the FlexDoc and how it’s structured.

Click a page name to jump to that part of the FlexDoc. To help you navigate quickly, the headings within the page are also listed in the tree menu. You can click on a heading to jump to that section on the page.

A FlexDoc called Advanced Energy Solutions Product Guide. A box appears around the list of page names on the left side of the FlexDoc. An arrow is pointing to the box.

On the other side, you can see the content included in the FlexDoc, such as text, media (e.g., images, videos), tables, headings, and more.

A FlexDoc called Advanced Energy Solutions Product Guide. A box appears around the content on the right side of the FlexDoc, comprised of text and images. An arrow is pointing to the box.

For a full-page view of the FlexDoc, click the Open icon. Open icon to view it in a new tab.

A FlexDoc called Leadership Training. An arrow is pointing to the Open in new tab icon in the FlexDoc header.

You can also view FlexDocs that have been assigned to you as a task from the Tasks page.

Viewing a video in a FlexDoc

Videos embedded in FlexDocs feature intuitive playback controls with options to play or pause content, adjust audio levels, and expand the video to full-screen mode.

A video titled Meet Our Team embedded in a FlexDoc. The player features a large central play button and a toolbar at the bottom with options to play, adjust volume, and view full screen.

Assigning a FlexDoc

You can assign a FlexDoc as a task for yourself or another user.

To assign a FlexDoc, click the More Actions icon. More Actions icon on the FlexDoc’s card in the Knowledge Center and select Assign.

The Knowledge Center with several cards displayed. An arrow is pointing to the More Actions icon on a card which is open to reveal additional options such as About, Edit Details, Edit Content, and Assign.

If you’re viewing a FlexDoc, you can click the More Actions icon. More Actions icon and click Assign.

A FlexDoc called Proposal Template. The More Actions menu is open. An arrow is pointing to the Assign option.

This displays the Assign window, where you can specify details such as who you are assigning the FlexDoc to and when it’s due.

Viewing a FlexDoc’s details

You can get more information about a FlexDoc by clicking the More Actions icon. More Actions icon on the FlexDoc’s card in the Knowledge Center and selecting About.