Synergy Documents Integration

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.

Benefits

Synergy Documents Integration provides a shortcut for quickly and conveniently accessing documents relevant to a specific Relationship Profile within DNA.

It provides:

• 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)