---
title: "Document Management"
slug: "v4documentmanagement"
tags: ["admin", "management", "document"]
updated: 2023-09-19T08:23:06Z
published: 2023-09-19T08:23:06Z
canonical: "help.12dsynergy.com/v4documentmanagement"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Management

## **Standard Reports and Editing XSLT**

- In 12d Synergy Administrator
- Side menu Reports => Standard reports

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/a64d6565-aa35-43cc-8a81-77446640de33.jpg)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/64f1bdfd-467e-4ffb-8c2a-5011afa7cc21.jpg)

- In 12d Synergy Client
- In the Job Company Library
- Create a Task

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/d1d6300d-8383-4882-8cc9-1d3b935acb45.jpg)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/4a29c0a8-541f-4ca8-b636-60ee894c490f.jpg)

**To edit**

- Open Windows Explorer to the downloaded XSLT - Task List.xslt
- Open Task List.xslt with a XSLT editor

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1d8f2e19-23a2-4cf7-8521-0578a976165d.jpg)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/ba91af04-203a-42dc-b7b1-25b53f5fda67.jpg)

- Save the new file changes
- Return to 12d Synergy Administrator

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1b444492-0b79-443d-8e23-24c8dcb6ffdf.jpg)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/5f95e602-2c9b-43a9-ad90-bc1a434569b3.jpg)

- In 12d Synergy Client
- Generate the report again

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/5cd08b62-65ef-4e81-9d07-2605f3bb3f7c.jpg)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dd6669ba-9acd-406d-946b-8ba011d1497b.jpg)