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.
- Create a proposal document
- Synergy Outlook add-in
- Transmittals
- Create a copy of an existing document template
- How to download an invoice document for edit
- Setup portal access for project contacts
- Sharing project documents
- Project documents
- Project images gallery
- Invoice documents
- Credit note documents
- Folder templates