The Document Application

The software Documents application within Synergy Document Management Software provides your business with the ability to easily store, archive, access, and manage all of your crucial documents.

Any file type can be uploaded to Documents for sharing including word processing, worksheets, sound, and image files. Access to documents can be controlled at various levels, providing you with maximum security for all your information. As the lifecycle of a document proceeds, and modifications are made, Synergy keeps track of the different document versions through the Check In/Check Out feature. At any time you can quickly retrieve previous versions of a document. Synergy can also send you an email notification when a document has been edited or a new one has been uploaded. The Document Usage Log allows the owner of a folder to view information regarding who has modified or copied the document.

1. Document Hierarchy
   Prior to working with the Documents application it is important to understand how Synergy organizes documents...  


2. Cabinets, Drawers and Folder Security
   Synergy provides various levels of security to documents and includes...  


3. Document Windows
   To start working with the software Documents, click the Documents icon in the Toolbar. When you first...  


4. Document Profiles
   Each document stored in Synergy is associated with a Document Profile. Software Document Profiles represent a set of properties that provide information about the document. This set of information - also called metadata - is used by Synergy to...