Navigating your Site

Sarah Paterson -

Welcome to FluidReview!

FluidReview is separated into five categories, each of which can be accessed using the quick links toolbar located on the left hand side of the screen.

Option Description Helpful Documentation Links
Dashboard Get an overview of your sites activity, view the recent activity in your site and access the Quick Controls.  What is a Dashboard?

Edit your site

Customize your site's appearance and settings, add tasks to your workflow

Groups

Workflow Designer

Final Touches

Manage your site 

Manage your site's submissions and users.

Add Users

Manage Submissions

Manage Reviewers

Analyze Results

Take a deeper look at your data by pulling reports Report Builder

Configure your site

Configure advanced features in your site

General Settings

Text & Translation

Metadata

Triggers

Email Reminders

Relationships

Salesforce Integrations

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