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Download a customer file easily

Written by Edgar Wieringa on . Posted in Exact Synergy

Often we receive questions from people that need to take documents from Exact Synergy Enterprise with them, for instance when visiting a customer. To Exact Synergy Enterprise product update 242 we have added a document downloader. Based on all your filter criteria you can easily download a set of documents (including the attached files). So if you are looking for a way to download all 2009 documents from a certain customer, just set the filters right and go ahead.

Exact Synergy Enterprise document downloader screenshot

The document downloader is a small application that you install on your computer. It gives you the full document search to make your selection and do the download. Within your selection you can even make it more specific and you can also use search templates. The document body will be stored as HTML and all attachments in their original format.

The document downloader is part of Exact Synergy Enterprise product update 242, so get subscribed to the controlled release program and try it out yourself. The document downloader is a very usefool tool: it leverages the full advanced documents search and its possibilities are numerous.

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Edgar Wieringa

I enjoy building software that supports your business' goals and people love to use. Hobbies: cooking, food, travelling, reading and running. Follow my work on http://twitter.com/edjewie

Comments (2)

  • Robert Klein

    |

    This would be useful for sales people on the move. I could also imagine this working nicely with Exact Synergizer.

    Reply

  • ROb

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    And it works….
    Nice tool.

    Reply

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