V4 Client: MS Office Suite

12d Synergy allows easy interface with Microsoft Word and Microsoft Excel (2010 and later). The plug-ins for these two programs works very similarly, so they will be described together in this section. 1.1 Word or Excel Plugin In the MS...

Emails can also be managed by 12d Synergy. The Email Management module in 12d Synergy still treats emails as ‘files’, but provides a special way to upload and track them. 12d Synergy also prevents duplicate emails from being uploaded – it can detect...

1.1 12d Synergy Indicator in Outlook The Outlook View Settings can be configured to incude the following 12d Synergy fields: 12d Synergy - to indicate if the email had been filed in 12d Synergy 12d Synergy Job - the 12d Synergy Job associat...