Document Management

Project document management is important. With multiple people accessing the same project documents, the order can quickly go awry. Synergist automates the folder-creation process allowing all job-related documents and key 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
  • use it to help control environments where documents are in profusion, such as in digital agency document management.

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

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The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.


Synergist are sponsors of BMC The Business Marketing Club