Synergist - the leading document management software solution

Most job based organisations manually create folders on the network for each job to allow related files to be stored centrally. Synergist automates this process whilst adding a user friendly front end allowing all job related information, including email, to be stored centrally.

This ensures all users with sufficient rights can access any job related information whether in the office or remotely via browser. This eliminates the risk of potentially key information being stored just in one persons inbox, as is often the case.

This area of Synergist offers the following key features:

• Attachment of any file type to a job, client or supplier.
• Supports Microsoft Office templates to automate creation of common documents such as letters, contact reports etc.
• Automatically files emails and attachments against the correct job or client.
• One click creation of emails to any contact within the system, including attachments.
• All emails are created within your standard email system ensuring you don't have two inboxes to monitor.