Document Management

Synergist automates the folder-creation process allowing all job-related information, including email, to be stored centrally. You can also:

• attach any file type to a job, client or supplier with optional folders to ensure easy navigation
• support Microsoft Office templates to automate creation of common documents such as briefs or contact reports
• automatically file email attachments against the correct job or client
• allow your team to download the latest version of relevant files e.g. Creative Brief.

All relevant information can also be shared in the office or remotely via any browser, and with clients via the secure client portal.