Edition: Business, Enterprise
User-level: All user levels.
Store statements sent to the client, emails that are not project related, or other documentation sent to the client like letters and marketing material.
Keep all your contact documentation in a central location, making the files searchable within Synergy.
The documents stored have version control enabled, to allow tracking for your documents to see who updated a file and when. Roll back to a previous version of a file if incorrect changes have been made to a document.
Contact folders are automatically created when you add a new contact record using the contact folder template. If the contact folder template is updated you can apply changes to an existing contact using the action 're-build folders'. This feature will add any new folders from the template that are missing in the contact record.
Attach documents to each Synergy contact record that you need to be able to access from any location. Contact documents are items like statements, bills, or other details about a client before the proposal project stage has begun.
Upload multiple files at once
Add tags for easy reporting and searching about files
Document version control
Download the file - to any device - from any location with access to Synergy
Lock files to stop further versions being created
Send a file via email with a download link to Synergy
Upload Files to a Contact
Go to Contacts and open a contact.
Click the Contact Name > Documents
Or click "xx Documents" on the stats bar.Drag and drop files onto the page.
Files will begin to upload automatically.
Creating Contact Documents and Letters
Go to Contacts and open a contact.
Click the Contact Name > Documents
Or click "xx Documents" on the stats bar.
Click the create button.
Select Document or a Letter.
Documents
Select which document template to use to create the document
Select the folder this document should be filed in
Enter the document name
Letters
Select the sender from the dropdown
Select which document template to use to create the document
Select the folder this document should be filed in
Select the edit pencil to the right of File name to enter the file name
Select 'Create' to finalise the document.