Exchanging Data with Third Parties

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...

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...

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 ...

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...