Synergy Document Management Software Resources

The remaining resources on this page act as the electronic document management software guide for the Synergy document management software. It provides detailed information on the functionality, features and concepts of Synergy. If you are looking for the FileHold product user guides visit our Document Management Support Resources site.

Synergy Software User Guide

This user guide is organized into the following chapters;

1. Getting Started - Provides an overview of the functionality and features of the document management system - taking you through the steps of logging on, changing your password, and configuring your user settings. System Roles and Workgroups are discussed to explains the fundamentals on how Synergy controls access to content.


2. Start Page - Introduces the functionality and components of the Start Page
3. Document Library - Explains document management concepts and provides detailed instructions on how to work through the document lifecycle including adding documents and document version control.


4. Library Administration - Explains the document filing structure that allows users to easily store and retrieve their documents.
5. Document Profiles - Explains to create Document Profiles to index and search for documents.


6. Importing Documents - Contains information on the Document import utilities and importing electronic files.


7. Contacts - The Contact Directory stores contact information on system users, customers, vendors and other external contacts.

Synergy Document Management Administration Guide

The Synergy Document Management System requires a System Administrator to have complete control over documents managed in the library. The following system administration guide goes into great detail regarding the setup and framework of the Document Management System.

1. Users, Systems Roles and Workgroups
2. Application Servers, Data Sources, and User Directories
3. System Settings
4. Logs and Usage Reports
5. Application Administration
6. Case Study: Adams Consulting Company