12d Synergy Guide

Admin Content You must have a valid license for 12d Synergy to run. A license allows you to create a fixed number of users and may contain a number of additional modules, which unlock other features of the software. Some of these modules may be...

Admin Content Certificates are synonymous to passports. They verify/establish the identity/trust of a public key(encryption method) to an entity (business, domain name, etc.) as verified by a third party (Certificate Authority). W...

Admin Content Groups are defined as collections of Users and are best used for assigning and controlling permissions. You can define different groups in your organisation based on the permissions you want to define for a particular set of users...

Admin Content When a job is created, you can create a team that defines the people involved in the job. Each role in the team can be assigned rights or permissions to access data and work on the job. In this topic, you will learn how to set up ...

Admin Content A contact is a record of information about a person. It consists of details such as first name, last name, email address, company in which the contact works, phone number, etc. You can add additional attributes to the contacts fro...

Client Content One entity can be associated with other entities within the system, such as files, folders, tasks, jobs and so on. This is an easy way of saying that one entity is related to another entity within 12d Synergy. It can also explain h...

In 12d Synergy, you can be notified of the changes that happen to an entity such as a job, folder, or file using the Notifications option in the 12d Synergy Client application . These notifications are sent out as emails and can also be customise...

Notes can be attached to different entities in the 12d Synergy application and are a helpful way to communicate reminders and other ideas. Any 12dSynergy Client application user can add notes to the following entities.  Files Folders Jobs 12d M...

Client Content A forum is a platform for users to discuss, communicate and collaborate, keeping any discussion within the job. A job can contain one or more forums, each of which is broken down into user-defined categories. Each forum can have on...

File Replication Servers, or FRS, allow you to have multiple file servers across different sites. This makes file transfers faster for users in regional or distributed areas, but provides availability to your other sites by replicating data either o...

Admin Content All processes listed in this page should be performed only under the able guidance of the 12d Synergy Support team.  1. Indexing 12d Synergy uses a search index to help search through your data. Occasionally, you may need to...