How to Create a File

1.0 From your Computer into Synergy

1.1 Drag and Drop

• Open the job tree structure to the below folder
• Drag and drop the folder called "Client" from Windows Explorer into 12d Synergy

• Under the new imported folder a document called "20141110-Client Meeting" will also have been imported.

1.2 From 12d Synergy

A file or multiple files can also be brought into 12d Synergy using the ribbon =>Add Files

• Under the folder 02 Administration\Meeting Minutes\Client
• User => Add Files

1.2.1 Set File Types in a Folder

• On folder 02 Administration\Meeting Minutes
• Create a Folder using the 12d Synergy ribbon =>New Folder

By adding file extensions to "Allowable file types" this means no other file types will be allowed inside this folder. 

1.3 From another File/Library 

What can also be done for new documents is to use a company standard or template

• On folder 03_Engineering\Letters
• Create new file using 12d Synergy ribbon =>New File

• Select the option you require.

1.4 Using Naming Rules

• Open the Job tree structure to the below folder
• Drag and drop file called "Site-001.jpg" from Windows Explorer into 12d Synergy

• A File Name Builder panel will appear because a naming rule has been predefined by an Administrator. See "SA03 - Admin Templates".

1.5 Copy, Move and Link

If a file is required in a different folder location there is a number of options to allow this.

The Three options are as listed