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  3. Documents & Images

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Documents & Images

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Add documents to projects, contacts and staff. Share project documents to the portal to collaborate with internal staff and external contacts on the project tasks and documents.

  • Reset folders to match template
  • Searching and filtering options for documents
  • Changing the list view for project documents
  • Creating a proposal document
  • Actions available for invoice and credit note documents
  • Project invoices folder
  • Re-sending share email
  • Sharing a project file
  • Rolling back to a previous version
  • Requesting check in (by another Synergy staff member)
  • Canceling check-out
  • Uploading a new version
  • Checking in a file
  • Checking out a file
  • File versions overview
  • Adding images to dashboard
  • Deleting a file
  • Locking a file
  • Actions available for files in the project documents tab
  • Viewing document properties
  • Sending a file via email
  • Adding bulk tags to files
  • Move files between folders
  • Download a file from the documents folder
  • Bulk edit options for files
  • Uploading multiple files to the project documents tab
  • Uploading files to the documents folder
  • Re-generate a folder
  • Delete a folder
  • Edit a folder name
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