Document & Record Lifecycle Software

Getting Started with Synergy


With a subject as broad as Electronic Document Management, it's easy to get lost. With software getting more complex every day, where do you start? Well, why not at the beginning. The following document management Getting Started resource covers the basics - logging on and setting user preferences once you've started Synergy. The following links to Synergy documents will take you into each step of the user guide getting deeper in detail as you go.


Synergy User Guide Getting Started

Synergy document management software provides Users with accounts with varying levels of access, depending on their role within the company. Every User experience is customizable, however, and each User can set their own preferences.
The information has been broken down into the following areas:

  1. Logging On
    Prior to using Synergy software and getting started, you must obtain a user name, password and an IP address or logon URL from your Administrator. Depending on the option...  

  2. User Preferences
    You can customize your Synergy account by setting your Default Language and Time Zone, define how many...  

  3. Notification Preferences
    Within the framework for electronic document management, Synergy supports email notifications for changes to individual documents, the addition of new documents, and...  

  4. Group Management
    Synergy implements a complete user authorization mechanism, requiring users to logon by providing a user name and password. Roles-based access levels provide fine-grained control...  

 

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