Working More Efficiently in Synergy
Fewer steps, yet more insight!
Synergy Document Preview allows you to view the contents of documents and attachments immediately upon opening requests and documents. This add-on enables requests or documents to be reviewed more quickly, since all information is visible at a glance. The document preview adheres to the request definition and security levels.
Documents Immediately Accessible Within Exact Synergy
With Synergy Document Preview, you can view documents and attachments directly from requests and documents in Exact Synergy. This means you don’t have to open or download files first, and you have all the relevant information right in front of you. The add-on follows the configured request definitions and authorizations, ensuring that documents are always displayed in accordance with the security permissions within Exact Synergy.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
Why Choose Synergy Document Preview?
With Synergy Document Preview, documents and attachments are immediately available within the relevant request or document in Exact Synergy. You no longer need to open or search for files separately, allowing you to find information faster and work more efficiently. This saves time, eliminates unnecessary switching between screens, and makes it easier to review requests.
Supported document formats
Synergy Document Preview supports, among other things:
- Microsoft Word (.doc and .docx)
- Microsoft Excel (.xls and .xlsx)
- Microsoft PowerPoint (.ppt and .pptx)
- HTML
- TIFF
- Common image formats, such as JPG, PNG, GIF, and BMP
More Features with Synergy Document Preview
In addition to displaying documents and attachments directly, Synergy Document Preview offers additional features that align with the way you use Exact Synergy.
- Enable or disable functionality by request type.
- Show the preview only when the document field is visible within the request definition.
- Display documents and attachments associated with a request.
- Also display documents and attachments from related requests immediately.
- Preview contracts and reference documents from the employee profile.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Tim Kraan
Documents Immediately Accessible Within Exact Synergy
In Exact Synergy Enterprise, users often have to open documents and attachments separately before the content becomes visible. This takes up unnecessary time, especially when dealing with requests, approvals, and files containing multiple documents.
With Synergy Document Preview, the content of documents and attachments is displayed directly within the request or document you open. This allows you to review information more quickly, reduces the need to switch between screens, and helps you work more efficiently within Exact Synergy. The display automatically adheres to existing authorizations and security settings, so users only see documents for which they have access rights.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
What is Synergy Document Preview?
Synergy Document Preview is an add-on for Exact Synergy Enterprise that displays documents and attachments directly within requests and documents. This means you don't have to open or download files first.
For which versions of Exact Synergy is Synergy Document Preview available?
Synergy Document Preview was developed for Exact Synergy Enterprise. Please contact us to determine whether the add-on is suitable for your Exact environment.
What document formats does Synergy Document Preview support?
The add-on supports, among other things, PDF, Microsoft Word, Excel, and PowerPoint documents, HTML files, and commonly used image formats such as JPG, PNG, GIF, and TIFF.
Does Synergy Document Preview take user permissions into account?
The preview follows the authorization and security settings of Exact Synergy Enterprise. Users can only view documents to which they have access.
Can I view documents related to these requests?
Yes. Synergy Document Preview can also display documents and attachments linked to related requests. This allows you to access all relevant information more quickly.
Does Synergy Document Preview also support workflows and approval processes?
Synergy Document Preview displays documents and attachments directly within requests in Exact Synergy Enterprise. This ensures that employees have immediate access to the right information during workflows, reviews, and approval processes, without having to open documents separately first.
Can the preview be configured by request type?
This feature can be enabled or disabled for each request type. This allows the add-on to integrate seamlessly with the configuration of your Exact Synergy environment.
Does Synergy Document Preview Improve Productivity?
Yes. Because documents are immediately visible, employees spend less time opening, downloading, and searching for files. This speeds up daily processes such as checks, reviews, and approvals.
Can Synergy Document Preview be used in combination with other add-ons?
Yes. The add-on can be used alongside other extensions for Exact Synergy Enterprise. This allows you to expand Synergy's functionality step by step.
Want to learn more about Exact solutions in practice? Follow Alistar: Exactly on LinkedIn.