Posts Tagged ‘Documents’

BPM – Document management

Written by Tina Brands on . Posted in Exact Synergy, Various

With Exact for BPM you can easily manage the large number of different documents that circle

around in your organization. Instead of keeping paper files in folders, e-mail and bins, all documentation (docx, xlxs, pdf, xml, etc.) is digitally stored in one central place. Documents can also be linked to other entities, like requests, projects or people. Exact for BPM contains comprehensive document version management and document types can also be configured to be approved before publishing. This blog post about document management will explain this further.

Downloading documents

Written by Marcel Thijssen on . Posted in Exact Synergy

Sometimes it can be convenient to download a document including its attachments from Exact Synergy to your hard drive. In this case you can open the document and use the menu of your web browser to save the document. To save an attachment you can click on the attachment and choose to save the attachment.

Quickly upload document in Exact Globe

Written by Tina Brands on . Posted in Exact Globe

In Exact Globe next, it is easy to save and maintain incoming documents via [Finance, Entries, Documents]. When you work with the E-CRM module, you can do this via menu [CRM, Entries, Documents]. However, it is also possible to upload documents directly from your computer to Exact Globe Next, without being at work in the system at that time.

Social Collaboration – Share entities

Written by Tina Brands on . Posted in Exact Synergy, Various

Social Collaboration enables you to share different Synergy entities with your colleagues. Did you have a conversation about a customer during lunch, but your lunch partner had no idea who you were talking about? Then you just share the customer card with him or her after returning to your desk! Or are you really excited about a new item that you are going to sell? Come on! Let’s show it! And what do you think of sharing a convenient workspace where your (new) colleague was not yet aware of? Enough opportunities to make your workday easier and more fun! This blog post about Social Collaboration discusses which different entities can be shared and what you can achieve with sharing these entities.

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