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12d Synergy Getting Started Guide
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Contents
12d Synergy Getting Started Guide
10 Articles
in this category
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What is 12d Synergy?
12d Synergy is a data management and collaboration system. It is intended to provide one source of information for all of your organisation’s data, keep track of all changes and provide access to historical data. This helps you find the right data w...
Updated on : 24 Sep 2023
An overview of the main 12d Synergy window
1.0. 12d Synergy Layout 1.1. 12d Synergy Job Tree The 12d Synergy Job Tree is how you navigate quickly through your 12d Synergy Job. As discussed previously, this could contain many sub jobs, but you can navigate easily through part of the job ...
Updated on : 15 Sep 2023
12d Synergy Servers
As 12d Synergy is a client / server application, to do anything, you must nominate the server to connect to. Be aware that your organisation may have more than one server in different locations. Your administrator can provide you with this informati...
Updated on : 24 Sep 2023
Working with jobs
A job is the highest level grouping within 12d Synergy and represents all the information for a piece of work or set of data. Whenever you are working with any data in 12d Synergy in the typical view, you will connect directly to a job. As a user y...
Updated on : 22 Sep 2023
File and Folder Management
Managing your files in a safe and traceable manner is the core function of 12d Synergy. 12d Synergy will: Keep track of who has changed a file Require users to describe why they changed a file Allow users to look at previous versions of a file ...
Updated on : 25 Sep 2023
Email Management
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...
Updated on : 24 Sep 2023
Tasks
Each 12d Synergy job can contain tasks to describe work that must be completed. Each task has a variety of different settings, most of which are optional. Some of these include: Name Description Type Priority Status Current Progress Who it i...
Updated on : 24 Sep 2023
My Active Items
The 'My Active Items' window keeps track of all the items that are important to you. These include: Any tasks that are open Any tasks assigned to you The 'My Active Items' panel is a quick way to view all the outstanding tasks and checked out f...
Updated on : 22 Sep 2023
Notes
Notes can be attached to different items in 12d Synergy and are a helpful way to communicate reminders and other ideas: The items that can have notes attached are: Files Folders Jobs 12d Model Projects Tasks To see the note for an item, sel...
Updated on : 22 Sep 2023
Forums
Forums are a great way for users to communicate with one another in regard to a specific job. A job can contain one or more forums, each of which is broken down in terms of user defined categories. When posting to a forum, you can incorporate files...
Updated on : 24 Sep 2023
Glossary
Updated on : 22 Sep 2023