Documents & Images
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