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 2 hours ago

This article shows where to find everything in fynk.

Available on all plans

Home and your landing page

When you log in from app.fynk.com or the login page, you land on Home. If you open a link or bookmark to a document or dashboard while logged out, fynk takes you back to that page after login. An old dashboard bookmark or a reopened browser tab can therefore take you straight to a dashboard.

The sidebar

Item	What you find there
Home	Your starting page after a normal login.
Dashboards	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.

Choose what to create from the Create menu.

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

Account Settings (Owners and Admins): users, teams, parties, document types, metadata, playbooks, branding and more. See Account settings overview.
User settings: your profile, password, two-factor authentication, notification preferences and calendar feeds.

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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