FEATURES

Documents

Manage documents with structured folders, version and security control, simple sharing.

Security control at folder and file level, search by tags and keywords, store any file type, share via portal or email.

Key benefits of using Synergy practice management software for your documents:

Flexible cloud storage
Secure online sharing with project team
Match emails to projects
Automatically creates project folders
Document version control
Create document and email templates

Find out how Synergy can help you manage your documents

Synergy documents lets you create, search, share and manage documents across projects, contacts and portals.

Control document versions and security at folder and file level — peace of mind document management for architecture, engineering and construction design projects.

Why store your documents in Synergy?

Using Synergy to manage project folders, and in being able to share documents with your staff and third parties securely, you can see who has accessed any document. This ensures you know the project team is working from the right versions of the project documents, reducing your risk.

Synergy’s flexible cloud storage options mean you can buy additional storage as required and keep everything in one secure, searchable place.

Your staff can view their assigned tasks on their dashboard and start activity timers either from here or the work breakdown structure. Task details are automatically added to the timesheet entry, and notes can be added inline on the task.

Benefit from the power of Synergy document management for architects, engineers and construction design people:

Centralised project folders
Secure cloud storage per paid user – no back-ups required
Buy more cloud storage as required
Administrators and project managers control access to documents and folders
File emails to project folders
Multiple search and filter options including by tags, keywords and file names across all projects you have access to
Package and share files within Synergy via the project portal, and by email
Track access and downloads of documents in project portals (see if the person you shared the document with has logged in and downloaded it)
Manage project images with image library. View in thumbnail preview grids, tag and bulk tag for simple search
Store any electronic file type including drawings, emails, PDFs, MS docs, images and video
Library of standard templates for professional communication included in all levels

You’re in good company

There’s lots of different project management type software out there, but we use the flexibility of Synergy to see an incredible level of detail or just as a broad-brush view — that side of it is really easy and user-friendly. It fits into the industry that we’re working in.

“You can track business and projects a lot more easily with Synergy. Even though we’ve got very different sizes of contracts, we can now keep a track of them all in a single, central location.”

“We have so many active projects going on, but they’re all at different stages of completion. Synergy enables us to ‘fly low’ and see how individual projects are progressing, but also hover up a level and see how things are going in a more macro sense.”

See how we can centralise your data and simplify your workflows with our Add-ons.

FEATURES

Documents

Manage documents with structured folders, version and security control, simple sharing.

Key benefits of using Synergy practice management software for your documents:

Find out how Synergy can help you manage your documents

Why store your documents in Synergy?

More benefits of Synergy documents

You’re in good company

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