Download our Two Part Whitepaper on “Leveraging Intellectual Property”


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For many organizations, information management is limited to a bunch of loosely organized files on the network: a digital haystack where documents can easily be lost.  Document management with Synergy provides:

  • The storage of documents, e–mails and files in a central repository
  • Integration of Microsoft Office tools, such as Outlook, Word, Excel and PowerPoint
  • Manage documents with Version Control and Security Levels
  • Documents may be linked to Accounts, Contacts, Items, Projects, Sales Opportunities and Resources
  • Advanced search filtering options, including full text search
  • Check in / check out and document approval processes
  • Electronically distribute documents to others
  • Audit trails regarding the viewing of documents by resources