Project documents

Keep all the information about the project stored in a central location using Synergy's project folders. The project documents tab has a default folder structure added as the project is created.

Use the project documents tab to:

• Add any extra project folders required. Project folders are created from the template. 
• Set security levels against project folders to control who has access to view each folder.
• Upload one or many files to the project folders.
• Version control applied by default to all files uploaded to Synergy.
• Add tags to documents and images to make the items easier to search for at a later date.
• Send a file as an email attachment.
• Share one or many files to selected contacts to view in the project portal.
• Create proposal documents.
• View invoices and credit note documents created for all the project invoices / credits within one folder.

 Learn more about using project documents.

Upload files to the project folders by

1. Open the project documents tab.
2. Select the folder you want to upload the files to in the left folders panel.
3. Upload the files by clicking the 'upload' button in the top right corner, or by dragging and dropping files onto the upload area.
4. In the upload window (shown below) for each of the files as required edit the file names, folder location to save the file within, or add tags.
5. Click the 'upload' button.

 The files are saved into the selected folder. In the list view you can see a different colored image for each of the file types: Word, Excel, PDF, image files and more. 

Add extra project folders if required to save your project documents within, or to save Synergy created documents like proposal documents within. All files saved within these folders have version control applied, and can be shared to the project portal when required.

Learn more about using project documents.