Total Synergy

Q&A's, How to help guide, and everything you need to know about using Synergy

Synergy Help

How to create a project template from an existing project.

Creating a Template from a Project

Project Templates

Invoice Edits

Document Templates

Project Financials Overview

Adding tax rates for foreign currencies, Create new tax rates

Tax Rates Overview

Project Financials & Invoicing

An overview of what they are and how to use Office Expenses

Office Expenses Overview

Entering Tax-Free Cash Expenses

Expenses

Portal Announcements Overview

Resending Portal Invitations

Transmittals Overview, transmittal summary pdf, how to share documents as a transmittal

Transmittals Overview

Portal Chats Overview

Portal Invoices Overview

Portals & Transmittals

Contact - Projects

Contact - Invoices

Contact - Bills

Contact - Notes

Contact Unique ID's

Contact status options

Deleting contact titles

Contact status

Deleting a contact role

Details on how to access and use the contact audit

Contact Audit Overview

Contact documents tab

Contact bills tab

Contact invoices overview

Contact projects tab

Adding a contact to the contact projects tab

Changing the contact status in contact details

Contact roles, Roles, Staff roles, Roles Overview

Contact Roles Overview

Contact - Unique IDs Overview

Contacts

Budget vs. Actuals

Budgets Overview

Budgets

How do I change the name of an existing team?

Edit Team Name

Staff & Security

A gallery of images added to your projects

Project Images Gallery

Documents & Images

Interpreting the slider scale in the Project Performance page

What is the Slider Scale

Project Performance

Methods to turn off autofill features in Synergy supported browsers

Disable autofill in your browser

Troubleshooting

app.totalsynergy.com

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.