Documents & Images
43 articles
Downloading Your Documents as a Zip Filehow to download documents as a zip file in the document library
Searching for emails in Synergy
Viewing and interacting with emails in Synergy
Folder templates
Credit note documents
Setup portal access for project contacts
How to download an invoice document for edit
Create a copy of an existing document template
Proposal documents
Project Images GalleryA gallery of images added to your projects
Documents overview
Revision numbers
Proposal document overview
Proposal documents
Creating a proposal document
Re-Creating a proposal document
Viewing emails in Synergy
Add a folder
Edit a folder name
Delete a folder
Re-generate a folder
Uploading files to the documents folder
Uploading multiple files to the project documents tab
Bulk edit options for files
Download a file from the documents folder
Move files between folders
Adding bulk tags to files
Sending a file via email
Locking a file
Deleting a file
Checking out a file
Checking in a file
Uploading a new version
Cancelling check-out
Requesting check-in (by another Synergy staff member)
Rolling back to a previous version
Sharing a project file
Re-sending share email
Project invoices folder
Actions available for invoice and credit note documents
Creating a proposal document
Changing the list view for project documents
Searching and filtering options for documents