General tab - System Settings

Learn how to use the General Tab within System settings, and what these settings change in Synergy.

ClosedGetting Started

Setup required before use

 Who Can Use It? Where Is It?

Create attributes

System Administrator

Tools > System Settings > General tab

Attributes

Attribute values are easy to add to projects, however are also easy enough for most users to change them.  This will create an audit that will store a date, who changed it and what was changed.  This appears within the project under action.

Document Templates 

Keep local copies of templates to improve access times across the network

This setting was introduced to bypass the Protected View settings that were enforced on an individuals PC when using MS Office® 2010. Check this option to ensure the creating of documents from Synergy is seamless and error free. you may notice that accessing documents across the network that reside outside of Synergy are still causing you problems. In that event you can change the protected view settings on the PC.

Want to learn more? Protected view Office 2010

 

What happens when the documents are copied locally?

  1. Each time a document is accessed through Synergy, the document template is copied locally to a directory on the users PC.
  2. Each time the user generates a new document a new version of the local template is copied only if changes have been made to the template on the server.
  3. If the local template has not been used in a week it will be deleted from the local PC.
  4. The process is repeated each time a template is accessed by a user.

To find out where the local templates reside, go to Synergy > Help > About, click the Application Data option. All templates can be located in the Template Copies directory. 

Want to learn more?

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

 

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