All users7 min read

FlexFiles Documentation

FlexFiles combines conversion tools, PDF editing, AI document workflows, collaboration, automation, and structured intake in one platform. This documentation is designed to help you choose the right path quickly, then go deep when the workflow becomes operationally important.

Browse by capability
Every docs section is organized around a user goal: getting productive, converting files, editing PDFs, using AI, running external intake, automating workflows, or managing teams.
3 pages

Getting Started

4 pages

File Conversion

3 pages

PDF Editing

3 pages

E-Signature

5 pages

AI and Search

3 pages

Workspace and Collaboration

3 pages

Guest Uploads and Intake

3 pages

Hiring and Recruiting

3 pages

Workflows and Automation

3 pages

Account and Billing

3 pages

Developer API

2 pages

Security and Trust

3 pages

Troubleshooting

3 pages

Use Cases

New to FlexFiles
Start with structure, not tools.

Teams adopt FlexFiles faster when they decide first where work should live: public tools, personal files, shared workspaces, AI retrieval, or hiring intake.

Getting StartedWorkspace guide
High-volume teams
Use intake, AI, and automation together.

The strongest workflows combine external intake, structured review, indexed retrieval, and repeatable automations instead of treating each as a standalone feature.

Guest uploadsWorkflowsAI and Search
Hiring teams
Move from resume intake to decision support.

FlexFiles hiring workflows build on guest uploads, profile extraction, fit scoring, evidence review, rediscovery, and recruiter audit trails.

Hiring docsRecruiting use case

What FlexFiles includes

FlexFiles is a document operations platform, not just a conversion toolset. It supports one-off jobs, collaborative workspaces, AI retrieval, external intake, automation, and recruiting workflows in the same product.

  • Public conversion and PDF utility pages for fast one-off tasks.
  • A browser-based PDF editing experience for organizing and modifying documents.
  • AI experiences for document Q and A, indexed retrieval, comparisons, alerts, and shared answers.
  • Workspace tools for folders, uploads, guest links, submission review, and collaboration.
  • Automation and hiring modules for repeatable, high-volume operational work.
Why this documentation is structured by user intent

Most users do not start with a feature name. They start with a problem such as converting a file, collecting documents, finding answers inside a folder, or screening applicants. The docs are organized around those jobs to reduce time-to-value.

How to use this documentation

  1. 1

    Start with a section landing page if you are still deciding which product area fits your workflow.

  2. 2

    Open task-focused pages when you already know the feature area but need operating guidance.

  3. 3

    Use troubleshooting pages when the issue is source quality, AI retrieval quality, upload friction, or routing mistakes.

  4. 4

    Use use-case pages when you are designing rollout patterns across a team, not just solving one immediate task.

Choose the right path

  • Use Getting Started if you are new to FlexFiles and need the fastest path to a successful first result.
  • Use File Conversion or PDF Editing if the goal is a document transformation task.
  • Use AI and Search if the goal is to understand, compare, monitor, or retrieve information from files.
  • Use Workspace, Guest Uploads, and Hiring if the workflow involves teams, external submissions, or structured review.
  • Use Workflows if the same process happens repeatedly across many files or folders.

Understand the product model before you scale usage

The product has multiple entry points because FlexFiles serves both task-based users and operations teams. Public tools prioritize speed. Workspaces prioritize persistence, governance, and collaboration. AI features prioritize understanding and retrieval. Guest uploads prioritize intake. Hiring and workflows prioritize structured repeatability.

The fastest teams do not treat those as separate islands. They use the public tools for quick wins, then move durable work into folders, AI indexing, guest intake, and automation when the process becomes recurring or team-owned.

Core product areas

Quick Start

Get from account creation to first successful workflow.

File Conversion

Understand the tool catalog and when to use each tool.

AI and Search

Learn where AI Document Assistant and AI Action Assistant fit.

Guest Uploads and Intake

Collect and triage files from people outside your workspace.

Hiring

Use role-specific intake and AI-assisted candidate review.

Workflows

Chain and monitor repeatable document operations.

Common questions before you begin

Do I need a workspace to use FlexFiles?

No. Public tool pages support quick standalone tasks. A workspace becomes important when you need persistent file history, folders, collaboration, AI indexing, intake workflows, or structured review processes.

What is the difference between AI Document Assistant and AI Action Assistant?

AI Document Assistant answers questions across your indexed documents with cited sources, and adds saved searches, alerts (on paid plans), and compare mode. AI Action Assistant carries out workspace tasks such as creating folders, moving files, and generating guest upload links, within your role and plan limits; it's included on the Pro and Business plans.

Can FlexFiles handle external contributors safely?

Yes. Guest upload links and shared chats are intentionally separate from internal workspace access, which allows external participation without exposing the full internal document environment.

Where should I start if I am not sure which part of FlexFiles I need?

Start with Getting Started. It walks through the decision between public tools, My Files, shared workspaces, AI assistants, and Hiring based on how urgent, recurring, or collaborative the task is.