- Save emails from MS Outlook® into Synergy folders
- Easy drag and drop emails from MS Outlook® into a Project or Contact folder
- Save attachments separately from the email
- Auto save to projects or contacts mentioned in the email subject line or body
- Email sender and recipient details are displayed in the Synergy document libraries
- Rename the email message using standard file name conventions as setup in System
Settings
- Store the keywords found within the body of controlled documents for use when searching in Synergy
- Setup default email folders for saving emails sent or received for Projects, Contacts and Contract Administration
- Create emails from Synergy using email templates to auto populate the email subject and body, and automatically save the emails to Synergy folders
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- Manage email from other email packages
- Forward / reply to stored email messages
- Keep an audit/link to the original email for the attachments
that are separated out from the email message
- Flag the email in MS Outlook® to show that the email has been saved to a Synergy document library
- Allow emails to be saved to Synergy from Exchange public folders
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- Create and auto register Synergy documents in database
- file name, type, meta data
- View/open a file from the Documents tab within the project/contact/contract
- Email templates can be used to send documents as email attachments with the body and subject automatically created using the template
- Import a new file version from a directory other than the linked
project/contact/contract directory
- Preview the contents of Emails messages, word documents, images and PDF files
- PDF viewer allows rotation, zoom in/out, and quality settings from a right mouse click
- Transferring files to a secure Controlled environment allows you to:
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Auto version number/control
- Check a file out for editing or viewing
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Logs who viewed or updated a file
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Displays status of file if in checked-out/view
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Notify a user to request they check-in a file
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Roll back to a previous version and view the version history
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Nominate how many versions of a file are to be kept in Synergy
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Define which users access levels will be able to view the file
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Export the file back to Uncontrolled
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Move to another project sub directory
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Import a new file version from a directory other than the linked
project/contact/contract directory
- Archive controlled documents from and all linked versions on Complete or Unsuccessful status projects.
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Manage CAD drawing files, multi file, x-ref, BIM server
etc
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Merge function - compare 2 documents and merge the data
together into one file
- Markup documents, pdf or drawing files
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Specific file type selection
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Multiple search filters
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File name or email subject
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Email sender or recipients (From, to - shown for controlled documents only)
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Date
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File type
- Uncontrolled or Controlled location
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Defaults to display the current/latest version stored
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Free text search across the entire Synergy database for controlled documents, or within a specific Project/Contact/Contract Admin record
- Search within the file name of uncontrolled files within Projects/Contacts/Contract Admin
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Search for keyword words in the body of controlled files
- Preview the contents of of Emails messages, word documents, images and PDF files within the search results list
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Centralised secure storage of controlled files
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Backup copy of the file is made on check out
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Alerts for overdue items to be checked-in are shown to Knowledge Manager
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Notification to users with checked out items
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