Synergy Help
Q&A's, How to help guide, and everything you need to know about using Synergy
34 articles
- Portal Announcements OverviewPortal announcements, Portal feed
- Resending Portal InvitationsPortal invitation, project contacts
- Transmittals OverviewTransmittals Overview, transmittal summary pdf, how to share documents as a transmittal
- Portal Chats OverviewChats, Portal, Portal chats
- Portal Invoices OverviewShare invoices in the portal
- Contact - Projects
- Contact - Invoices
- Contact - Bills
- Contact - Notes
- Contact Unique ID's
- Contact status options
- Deleting contact titles
- Contact status
- Contact Audit OverviewDetails on how to access and use the contact audit
- Contact documents tab
- Contact bills tab
- Contact invoices overview
- Contact bills tab
- Contact projects tab
- Adding a contact to the contact projects tab
- Changing the contact status in contact details
- Contact Roles OverviewContact roles, Roles, Staff roles, Roles Overview
- Contact - Unique IDs OverviewUnique ID, Contact Unique ID