PCs Extras

The following configurations will finish off the PC setup. You will need to carry out the following on each PC. 

Install the MS Outlook® plugin

The Synergy MS Outlook® plugin is used to save emails to the Project directory.

*Synergy Enterprise Feature* 

After the plugin has been installed the following toolbar will be available in MS Outlook®.

ClosedInstall the Outlook plugin by

Please close MS Outlook® on the PC before you begin the plugin install process.

  1. Open Synergy on the computer.
  2. Login using your staff login account.
  3. Open the Tools Menu > and select User settings.
  4. Select the Links tab.
  5. Check the box to 'Use Administrator Privileges'.
  6. Click the Install button.
  7. Click OK on the install completed message.
  8. The Synergy plugin is now ready for use in MS Outlook®.

Tips:

Set long date format

This is specific to ensuring the correct date format is displayed when a document is generated. Each PCs system date appears as Wednesday, 31 January 2007 and may need to be 31 January 2007. 

ClosedComplete the following steps:
  1. Go to Start > Control Panel > Regional Settings(date and time format if on XP setting).
  2. On the Regional Options tab click Customise, then select the Date tab.
  3. Type d MMMM yyyy in the Long Date format:

  1. Click Apply and OK.

NOTE: As this is a Windows setting you will need to apply this setting on any or all PC .

Setting relating to Office 2010  

Office 2010 introduced a Protected View setting that was enforced on an individuals PC when using MS Office® 2010. This means that when you go to generate a document through Synergy, as it attempts to travel across the network, the user will experience an error message.

ClosedThere's 2 solutions to resolve this:
ClosedOption 1

Change your PC settings so the creation of documents over your network are error free.

Locate Protected view Office 2010 to learn more.

ClosedOption 2

Change a setting that will copy the document templates to the local, so that each time a document is generated, it will grab the local copy.

Locate Keep local copies of templates to learn more.

Check Contact Sync is working

ClosedComplete the following steps:
  1. Go to Contacts > select All from the filter.
  2. Click the Sync to Outlook button.
  3. If the MS Outlook® Synchronisation screen appears, the Contacts will sync successfully with MS Outlook®.  If this doesn't work, go to Troubleshooting PCs.

Tip: Enables synchronisation of Contacts to MS Outlook®.

Install MS Word 2007 PDF add-in

ClosedComplete the following steps:
  1. Open MS Word®.
  2. Select File > Save As
  3. Select Find Add-ins for other file formats.
  4. Follow the instructions for 'Install and use the Save as PDF or XPS add-in from Microsoft'.

Tip: To enable a user to email PDF reports and invoices, the PDF save add-in needs to be loaded on each PC

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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