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Contact documents tab overview
Contact documents tab overview
Updated this week

Keep all files that relate to the contact in a central location. Store any emails, images, PDF's, documents, scanned post items, letters and statements files. Files saved to the contact are searchable within Synergy, and version control can be used with documents stored in Synergy.

Setup required before use

Who can use it?

Where is it?

User

Assistant project manager

Project manager

Director access

Assistant system administrator

System administrator

Contact > Documents tab

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