Synergy Documents Integration
By Oklahoma's Credit Union
Synergy Documents Integration DNAapp provides a shortcut for quickly and conveniently accessing documents relevant to a specific Relationship Profile within DNA.
Overview
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
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)
App Information
- Version
- 1.0.0.1 Published November 2020
Support
Request SupportSpecs
DNAapp Type: Batch Application
Developed with DNAcreator™
DNAX File Name: SynergyDocsIntegration.dnax
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