SharePoint add-on for Synergy

SharePoint for document control

SharePoint for document control is an integration between Synergy and SharePoint, to enable better collaboration and document control for architects, engineers, and construction design professionals.

SharePoint for document control accounts for, and benefits, project teams working from home, remotely, and/or from the office:

  • They can take advantage of SharePoint’s distinct strength of collaboration — enabling project teams to work collaboratively on project documents, from wherever they are
  • They can be reassured by a better document management process in Synergy, namely better document control

What are the main benefits of SharePoint for document control?

The key benefits of SharePoint for document control (for architecture, engineering, and construction design project teams) include:

How does SharePoint for document control work

SharePoint for document control is designed to improve collaboration and document control for architecture, engineering, and construction design project teams.

Your project folder structure in Synergy is replicated in SharePoint. Project folders in SharePoint inherit the same security access levels as in Synergy.

Project documents (for example, proposals) that are created in Synergy will be automatically populated into the relevant project folder in SharePoint.

If a new project document is added to a project folder in SharePoint, a Synergy user will get a notification in Synergy asking if they’d like to add the project document to the relevant project folder in Synergy.

Similarly, if a Synergy user edits a project document in SharePoint (that was originally created in Synergy), they’ll receive a notification in Synergy highlighting the changes and asking them permission to accept the changes made.

How it works in practice

A Synergy user collaborates with their team on a Synergy template, in SharePoint (Synergy templates populate all project data, SharePoint templates don’t). Once complete, the changes are reviewed and accepted in Synergy. Then, the project document can be added to a transmittal and sent off to the relevant party. This version sent, and action, is recorded in Synergy (making it easy to reference in the future, if necessary).

How much does SharePoint for document control cost?

SharePoint for document control is only an extra AU$5* per user, per month**, and is available on Business and Enterprise plans (it’s free until January 2021).

* International pricing: 3GBP, 4USD, 4EURO, 4CAD per user, per month.
** SharePoint for document control is activated for all users.

Find out more

Sign up for the webinar on SharePoint for document control.

Read the blog on SharePoint for document control by Synergy’s product manager, Paul Hemmings.

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