Synergy Documents Integration

Synergy Documents Integration DNAapp provides a shortcut for quickly and conveniently accessing documents relevant to a specific Relationship Profile within DNA.
0
In stock
SKU
RESOFTAPP0222
Developed By: Oklahoma's Credit Union
Version: 1.0.0.1 Published November 2020

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)

DNAapp Type: Batch Application
Developed with DNAcreator™
DNAX File Name: SynergyDocsIntegration.dnax

  • Fiserv DNA 4.4 or higher
  • .NET Framework 4.5.2
  • Synergy 2017 or higher



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