Contents
x
v5
v4
FAQs
How to...
Known Issues and Advisories
Powered by
Exchanging Data with Third Parties
4 Articles
in this category
Share this
Print
Share
Contents
Exchanging Data with Third Parties
4 Articles
in this category
Share
Issuing
Client Content The Issuing feature in the 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 a...
Updated on : 05 Aug 2024
Issued Files Settings
Admin Content 1.1. File Set Types Issued Files are logically categorised into file set types. For instance, you can have a file set type for each Client that you work with, or for each department in your company. You can create file set ty...
Updated on : 11 Oct 2023
Publishing
Admin Content The Publishing feature allows you to send files to external parties for download via their Web browser. These downloads are tracked and can be password protected. You can set up notifications for yourself and others in the team ...
Updated on : 25 Sep 2024
Web File Drops
The Web File Drops feature allows you to request file uploads from external parties. This is useful when you need to submit data that is larger than standard email allowances. You can also capture data at submission time such as attribute values.&nb...
Updated on : 29 Aug 2024