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.
Getting Started
Learn the product model, setup path, and first workflows.
File Conversion
Convert PDFs, images, office files, and web formats.
PDF Editing
Edit, organize, finalize, and export PDF files.
AI and Search
Use AI chat, indexing, retrieval, and document intelligence.
Workspace and Collaboration
Manage files, folders, sharing, roles, and team operations.
Guest Uploads and Intake
Collect files from external users without giving them workspace access.
Hiring and Recruiting
Run structured candidate intake and AI-assisted screening.
Workflows and Automation
Chain tools and automate recurring document operations.
Account and Billing
Understand plans, access, quotas, and account settings.
Security and Trust
Review privacy, retention, and operational safeguards.
Troubleshooting
Resolve common conversion, upload, and AI issues quickly.
Use Cases
See how teams use FlexFiles in real workflows.
Teams adopt FlexFiles faster when they decide first where work should live: public tools, personal files, shared workspaces, AI retrieval, or hiring intake.
The strongest workflows combine external intake, structured review, indexed retrieval, and repeatable automations instead of treating each as a standalone feature.
FlexFiles hiring workflows build on guest uploads, profile extraction, fit scoring, evidence review, rediscovery, and recruiter audit trails.
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 PDF chat, 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.
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
Start with a section landing page if you are still deciding which product area fits your workflow.
- 2
Open task-focused pages when you already know the feature area but need operating guidance.
- 3
Use troubleshooting pages when the issue is source quality, AI retrieval quality, upload friction, or routing mistakes.
- 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
Get from account creation to first successful workflow.
Understand the tool catalog and when to use each tool.
Learn where AI PDF Chat and AI Document Assistant fit.
Collect and triage files from people outside your workspace.
Use role-specific intake and AI-assisted candidate review.
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 PDF Chat and AI Document Assistant?
AI PDF Chat is optimized for immediate question-answering against uploaded PDF context. AI Document Assistant adds a persistent indexed workspace model with saved searches, alerts, compare mode, and operational retrieval workflows.
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.