12d Synergy Getting Started Guide

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...

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 ...

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...

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...

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...

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...

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...

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...

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...