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Find your way around fynk

A short tour of the fynk interface: the sidebar, Create, global search, Inbox, favourites and account settings.

Written By Sebastian

Last updated About 10 hours ago

This article shows where to find everything in fynk.

Available on all plans

The sidebar

Item

What you find there

Dashboard

Your overview with deadlines, open tasks and key figures. See Dashboards and widgets.

Inbox

Your notifications and tasks.

Documents

All documents you have access to. See Use the document list: filters, columns, saved views.

Templates

Your templates.

Automations

Bulk-create documents from Excel.

Favorites and Recents

Documents and templates you've starred or opened recently. Favorites are personal and don't change who can access a document.

The top bar

  • Search: find any document by name, parties or text. Switch on AI mode to search in plain language. See Search and AI search.

  • Create: start a new document, template or import.

Inside a document

  • Document name: click the name to rename the document.

  • Header: the document's stage, the main actions (such as Invite or Start signing) and the … menu with revisions, download, archive and more.

  • Right-hand panel: icons for document details, metadata, dates and deadlines, discussions, notifications and tasks, checkpoints and playbooks.

Settings

Click your account name in the top-left corner to switch between fynk accounts or the cogwheel icon next to your account name to enter the account settings.

Owners and Admins can hide the onboarding steps for all users in Account settings → General.

Help

Click the ? icon in the top-right corner to open the help center or chat with us. See Get help and keep learning.

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