V4 Client: Basics

To demonstrate the 12d Synergy Client, seed data has been installed for the purposes of training. If you wish, the “Emu Park” seed data may be provided as an example or reference. Also note that what will be viewable in the Client menu will depend o...

1.1 Connecting to a Server To open 12d Synergy Client: On your Desktop=> If 12d Synergy has not previously been configured to connect automatically to a specific server upon start-up, you will need to enter the server details when the server ...

The 12d Synergy Job tree is how you navigate quickly through your 12d Synergy Job. 1.1 Dashboard The Dashboard is a customisable front to a Job. It can display items like Images/Google maps, Job attributes, web links, etc. 1.2 My Checked Ou...

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 "201...

12d Synergy uses a "Check In" and "Check Out" process. This mean that for editing, files must first be locked by "Checking Out", and later uploaded and released by "Checking In", or by cancelling the check out (if no changed have been made). 1. Ch...

Jobs, Folders, Tasks and Files can have additional information (essentially metadata or properties) attached as "Attributes". A good example is the Subject, Receive Date and so on for an email. Custom attributes can also be attached to help describe...

1.1 History 12d Synergy keeps track of all changes to a file, which can be reviewed at a later date. Any time you change a file, you will be prompted to describe what you have done, and along with any system defined attributes that might need to ...

1.1 Deleting Files are not permanently removed from 12d Synergy unless allowed by a System Administrator. In most cases, they are ‘marked’ as deleted, which renders them invisible until you restore the file or choose to view deleted files. This e...

When closing 12d Synergy it has an optional active Check Out closing Rule (AKA, the nag screen). This can stop Users from exiting 12d Synergy if they have an active Check Out. This is set by an Administrator and can have rules set for the different ...