Folder templates
Updated over a week ago

Folders are automatically created when you add new records for:

  1. Projects

  2. Contacts

  3. Staff

Use the folders to store documents, emails, images, and other working files in a central location. Files save into Synergy have version control applied.

Use folder templates to setup the default folder structure to be applied to new projects, contacts or staff records. Extra folders can be added later to the records if required.

Synergy provides a default set of folder template suggestions with each new organisation. Administrators can edit the list of folder names provided to match your companies requirements, to give your users a standard set of folders to start using in Synergy.

Control the sort order of the folders by adding numbers in front like the image below. The folder will otherwise be shown in alphabetical order.

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