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Introduction
Admin Content 12d Synergy supports files of all types and helps you manage all your files in a safe and traceable environment. If you are logged in as a Collaborator , you will only have read-only access to the files of selected jobs or fo...
Updated on : 08 Nov 2024
Checking in and Checking out Files
Client Content 1.1. How to Check-out a File To update a file on the 12d Synergy Server, you must check out a file and make edits. When a file is checked out by you, only you can make edits to the file. Other users can only view the file. Eve...
Updated on : 08 Nov 2024
File Operations
1.1. How to Create a New File You can create a new file from a library template or an existing file in the 12d Synergy application. You also have the option of creating a new MS Word document or an MS Excel worksheet. 1.1.1. Create from a Blank or...
Updated on : 04 Dec 2024
File Naming Rules
Admin Content File Naming rules provide the option to control how files should be named when they are created in or added to the system. These rules are based on the type of file (its extension) and its location. They can be applied...
Updated on : 13 Nov 2024
Combined File Name and Attribute Editor
This feature is in the BETA release for version 5.1.7. To access it, please reach out to your Account Manager. The Combined File Name and Attribute editor enables you to rename multiple files when they are added to a folder which may have attr...
Updated on : 13 Nov 2024
Merge Files
Client Content 12d Synergy allows you to merge duplicate versions of a file together. This enables you to keep the documents up-to-date, organised and centralised. The files to be merged are consolidated into the master copy, ensuring a single ...
Updated on : 25 Oct 2024
File Converters and Conversions
Admin Content 12d Synergy has the inbuilt functionality to convert files from one output type to another. They are activated when your 12d Synergy Administrator enables them from the 12d Synergy Administration application. For example, conv...
Updated on : 13 Nov 2024
12d Synergy File Watcher
Client Content The 12d Synergy File Watcher is a program that monitors a local folder for any added files or folders. Once an item(s) is placed in the monitored folder called the Watch folder, 12d Synergy will prompt a message confirming whethe...
Updated on : 13 Nov 2024
Image Gallery
Client Content The Image Gallery enables you to view images and perform basic photo editing from within the 12d Synergy Client application. 1.1. How to View an Image in Image Gallery Double-click an image in a folder of images withi...
Updated on : 08 Nov 2024
Check-Out Reminder Rules
Admin Content 12d Synergy now has the option to define a set of reminders for users to check-in items promptly. You, the 12d Synergy Administrator, define these reminders in the 12d Synergy Administration application. These reminders apply only...
Updated on : 25 Oct 2024
File Launchers
Admin Content 12d Synergy enables your local machine to determine which application to use for opening a file based on its extension. This can be a problem for some file extensions that are shared across various software packages. This includ...
Updated on : 24 Oct 2024
Microsoft 365 Integration
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