Document & Record Lifecycle Software

Start Page Content Frame


the Start Page Content Frame in Synergy Document Management Software consists of three sections - My Tasks, Checked Out Document List and Document Subscriptions. They are discussed below.


Content Frame

The Content frame is located in the right hand frame and displays the contents of the item selected in the Navigation menu. When you first access the Start Page the default view is divided into three sections:

  • My Tasks displays a list of Tasks assigned to you across all Projects. Tasks that have a status of Not Yet Started or Closed will not be displayed in this list. To view task details, click on the name of the task. To view Project details, click on the name of the Project. By default My Tasks is sorted by the task due date. You can change the order of the list by clicking the field header you want to sort by. See the Workflow chapter for additional information.
  • Checked Out Document List displays all documents that you currently have checked out. Clicking on the document name displays document properties and allows you to check the document back in. See the chapter on Documents for additional information.
  • Document Subscriptions

    Subscribe to a Document or Folder
    The Document Subscription feature automatically notifies you of changes to individual documents or the addition of new documents to folders...  

 

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