Synergy Documents Integration provides convenient access to documents and checks stored within the Synergy product. Searching within Synergy typically requires switching windows and navigating through a somewhat cumbersome search process. This integration provides quick access from the Relationship Profile and relevant results based on the active person or organization.
Synergy Documents Integration provides a shortcut for quickly and conveniently accessing documents relevant to a specific Relationship Profile within DNA.
Searching based on cabinet and/or document type
Searching checks based on transaction amount, process date, or check number
Opening multiple items simultaneously by launching the associated program based on file type (PDF, HTML, TXT, etc.)
Printing multiple items simultaneously (PDF and Check Images only)
DNAapp Type: Batch Application Developed with DNAcreator™ DNAX File Name: SynergyDocsIntegration.dnax