Attach documents to each Synergy contact record that you need to be able to access from any location. Contact documents are items like statements, bills, or other details about a client before the proposal project stage has begun.
Contact documents features overview
- Upload multiple files at once
- Add tags for easy reporting and searching about files
- Document version control
- Download the file - to any device - from any location with access to Synergy
- Lock files to stop further versions being created
- Send a file via email with a download link to Synergy
Upload files to a Synergy contact
- Drag and drop files onto the upload panel
- Click the upload button and browse to the folder that contains the files you want to upload
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