Document links

All types of documents, files and links can be attached to an item in Synergy, making such attachments easily viewed by all staff. The Template part of this module allows the item details to be displayed in a MS Word® document. 

Tip: If there's multiple links attached, you can change the order so a frequented link appears at the top .

Attach Document links

Document links can be attached to the following areas in Synergy:

Contract Notices

Contract Notices tab Open Notice

Notes

My Synergy Notes Open Note select Document links tab

Tips:

  1. Not able to see the note in the list? The note could be marked as Inactive if the task was completed. NEW 4.7.4
  2. Use the filters on the Notes tab to locate the note by showing Inactive Notes or All Notes.

Want to learn more? Active Notes setting topic

Document link options

ClosedBrowse

Click Browse and locate any file type anywhere. Select Open. Allows you to attach any type of document or file, e.g. email, MS Word® document, pdf. Double click the file name to open, once attached.   

ClosedContract

Available in Contract Administration.  Opens the Contract directory, simply locate a file within the sub folders. Read more on linking your contract to a folder directory. 

ClosedWebsite

Browse to a website and copy the URL then paste it into the web site field. Add a title description for the link and Save. 

ClosedMS Word® document template creation

Templates available for the area you are attaching Document links will display. For example if you're attaching Document links to a Note, then Note template types will be available to select. If you have not registered a template with this type, the template can be  downloaded.For example if you're attaching Document links to a Contract Notice, then specific Contract Notices template types will be available to select. If you have not registered a template with this type, the template can be  .     

  1. Select Template .
  2. Select a MS Word® template.
  3. Set the Save Mode, File name and Directory.
  4. Create.

Refer to the MS Word® document creation topic for more information relating to Save mode, file name and directory.

Tip: Like all types of links, if the originating source of the link is moved (such as the website is no longer available or the image file is moved), the link will no longer work.

More information

ClosedSort

Click the sort button . Select an item and then choose one of the sorting options. Either up or down, direct to the top or bottom or sort alphabetically either ascending or descending .  

ClosedDelete a link

Click the delete button to remove a link from. This won't delete the originating link or file. 

ClosedNote

Type additional information as a reference for other users.

Want to learn more?

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

 

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