Save documents

Once a document has been generated in MS Word®, 'Save as' should direct you to the Project directory, where the document can be saved.

Tip: If the Synergydirectory path is broken the document won't locate the Project folder on your file server.

Save documents in MS Word®

  1. Create a document.
  2. Select Save as in MS Word®.
  3. The Project directory will be located within the Synergy directory.
  4. Select a sub folder.
  5. Provide a file name.
  6. Save.

Tip: This does not apply for invoices generated from the Project - these will be saved automatically to an invoices folder in the Synergy data file directory.

Want to learn more?

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

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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