12d Synergy Web and Mobile Apps

A job is the highest level structure in 12d Synergy. It is an item of work that contains folders, files, tasks, forums, 12d Model Projects and potentially other jobs.  1.1. How to Create New Jobs You can create a top-level job and a sub job in the...

Folders are a collection of files and subfolders. You can create folders that include files of specific data types only. These folders can inherit the attributes and permissions from their parent entity (folder or job). 1.1. How to Create a New Fol...

12d Synergy operates on files on a 'check-in' / 'checkout' basis. This means that files must first be locked by 'checking it out' for making edits, and later uploaded and released by 'checking it in', or by cancelling the check out if no edits need ...

12d Synergy allows you to define all the stakeholders in a job and define their roles, using the Team option. This can be used to apply permissions to users for data within a job or to assist in the setup of Tasks. 1.1. How to Assign a Contact to a...

1.1. How to Create a Task Click the Task List tab of the required job in the job tree. The Task list  view is displayed. Click the Add button at the bottom-right corner of the form. The New Task  form is displayed. Enter the name ...

The Issuing feature in 12d Synergy is an inbuilt secure data transmission tool. Documents or files to be issued are grouped into file sets/issue sets. These sets can then be transmitted to one or more individuals who are added as 12d Synergy contact...

Jobs can be displayed on a map in the 12d Synergy Web application. They are mapped based on their address or their latitudinal and longitudinal coordinates. The Spatial Reference System used by 12d Synergy for presenting maps is the WGS84 Web Me...

In the 12d Synergy Web or Mobile App, you can create a new company and set up its attributes, update its staff and associate it with other entities. Companies can be set as Job Attributes to define who the job is for and Contacts can be connected to...

A contact is a record of information about a person or company. It consists of a name and an email address. You can add additional attributes such as their contact details if you choose. A contact does not have login access to the system unless it i...

You can create a link of an entity or a page in the 12d Synergy Web or Mobile App and share it with other 12d Synergy users in different ways. Links can be created for entities such as folders, files, tasks, and jobs. A link to the Library page can ...

You can access any data in the 12d Synergy Web App by using a 12d Synergy link. A 12d Synergy link is a link to an instance or an entity, copied from the 12d Synergy Client application. It is displayed in the Location box in the home screen of t...

Attributes are pieces of user-defined metadata to help describe your data. They can be applied to most entities within the 12d Synergy system, including Jobs, Folders, Files, Contacts, 12d Model folders, and Tasks. However, from the 12d Synergy Web ...

Notes can be attached to different entities in the 12d Synergy Web application and are a helpful way to communicate reminders and other ideas. The following entities can have notes attached to them  Files Folders Jobs 12d Model Projects Tasks...

1.1. How to Configure the Browser and Application Settings On the 12d Synergy ribbon, click the Profile  icon and select the Settings  option. The Settings  page is displayed. You can do any of the following:

You can view your user profile and personal access tokens in the 12d Synergy Web and Mobile applications. Personal access tokens are an alternative to using passwords by a third party application to connect to the 12d Synergy system for integration...

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 how they are relate...

Reports can be generated for the following entities from the 12d Synergy  Web and Mobile Apps. 1.1. How to Generate a Report After accessing the required entity, click the Reports  tab. Depending on the size of the browser or if you are usi...