Learn more about Document Management

Click on the feature that you want to learn more about:

Major Features	Getting Started
Controlled Documents Overview and Setup Document Management Checklist Project Documents Contact Documents Contract Admin Documents Using Controlled Documents Global controlled documents search Create documents and emails Using the Synergy email wizard Save emails to the project folder Moving the explorer panel in MS Outlook®	What is Synergy? What is Synergy Cloud Services? Frequently asked questions How to use the help files Contact Us
Technical Setup	What's New in Synergy
Setup for Document Management Activate MS Outlook® plugin Setup document templates Setup email templates to use in the email wizard	New features Minor changes Updates to the help files New in previous releases

To access this video you must have a Synergy Cloud Services login account. Learn more about Synergy Cloud Services and what features are included.

Major Features