{"id":2473,"date":"2018-05-28T07:34:15","date_gmt":"2018-05-28T07:34:15","guid":{"rendered":"http:\/\/synergyhome.azurewebsites.net\/?p=2473"},"modified":"2024-12-17T18:19:57","modified_gmt":"2024-12-17T07:19:57","slug":"synergy-product-update-28-may-2018","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-28-may-2018\/","title":{"rendered":"Synergy product update \u2014 28 May 2018 \u2014\u00a0Transmittals"},"content":{"rendered":"\n\n\n\n\n\n\n\t
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The big news in this release is the new transmittals feature. We\u2019ve also got updates to project documents, portals, notifications, project archive, document templates, Xero add-on and a few other small things. And, as if that\u2019s not enough, it\u2019s our turn to tell you about Synergy and the GDPR.<\/strong><\/p>\n

Transmittals<\/h3>\n
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Sending\u00a0transmittals<\/a>\u00a0is a key aspect of project delivery for architects and engineers. Synergy\u2019s transmittals let you send project files to the project team to view in the\u00a0Synergy\u00a0project portal<\/a>. A set of files sent to the portal as a transmittal arrives as a ZIP file\u00a0that can be downloaded by people with portal access.<\/p>\n<\/div>\n

If you send transmittals to people who are not part of your Synergy project team (e.g. external consultants, clients, contractors, partners), they will automatically be given access to the project portal. If they are not Synergy users already, they will need to create a Synergy profile to login and see the transmittal files.<\/p>\n

(NB: This is a great opportunity to encourage your regular project partners, consultants and contractors to use Synergy for their business\u00a0and projects for a future of seamless project collaboration and communication.)<\/p>\n

A transmittal summary document is included as a PDF that lets the portal contacts see who the transmittal was sent to, the documents and revisions included, and general details about the related project.<\/p>\n

In the projects section of Synergy, you can see which transmittals have been sent for the project. All transmitted files are tracked in the file audit log where you can see who the file was sent to and when they downloaded it.<\/p>\n

Transmittals are available in Synergy Business and the forthcoming Enterprise product levels.<\/p>\n

GDPR<\/h3>\n

You may have received one or two (or hundreds) of emails recently about GDPR.\u00a0We\u2019ve done our part to ensure Synergy is GDPR compliant. This includes an updated\u00a0privacy policy<\/a>\u00a0\u2014\u00a0which was already done before we launched Synergy in 2017 \u2014 a\u00a0GDPR statement<\/a>\u00a0about what we\u2019ve done to meet compliance (including an explainer of what it is and why it\u2019s important), and a few alterations to Synergy as a result.<\/p>\n

If you\u2019re a Synergy user, you can read all about GDPR at length in the help files. Just search for (you guessed it) GDPR.<\/p>\n

Read the GDPR statement<\/a><\/p>\n

Read the Synergy privacy policy<\/a><\/p>\n

Updated features and functions<\/h3>\n
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Project documents<\/strong><\/p>\n

Updates to\u00a0project documents<\/a>\u00a0include informal chats,\u00a0available throughout all Synergy product levels, and transmittals, available in Business and forthcoming Enterprise product levels.<\/p>\n

These functions allow you to upload updated versions of drawing or project files to share via transmittals or informal chats. Updated revision numbers are shown on transmittal documents.<\/p>\n

Portals<\/strong><\/p>\n

Transmittals also features in\u00a0project portals. Once a transmittal is sent, it shows in the project portal feed and project contacts can download the ZIP file. The project team can collaborate on the project files in a threaded chat in the portal instead of losing track of everything in disparate, disconnected inboxes. You can see all document that have been shared with you in the new documents view.<\/p>\n

Notifications<\/strong><\/p>\n

Transmittal notifications are now included, and you\u2019ll get a daily notification summary email.<\/p>\n<\/div>\n

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Project archive<\/strong><\/p>\n<\/div>\n

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One of the benefits of using Synergy for your\u00a0project management<\/a>\u00a0and\u00a0project collaboration<\/a>\u00a0is that it isn’t just for the life of a single project. This means you don\u2019t have to export the project data at the end of the project and abandon the system.<\/p>\n

If you and your team are finished working on a project, simply archive it and it will be removed from your project lists. Archived projects are easy to find again by filtering your projects by \u2018archived\u2019.<\/p>\n<\/div>\n

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Document templates<\/strong><\/p>\n<\/div>\n

Transmittals created and shared to the project portal will automatically include a PDF transmittal document. A new document template type for transmittals is available for use with Synergy Business and Enterprise product levels (Enterprise is launching later this year).<\/p>\n

A sample transmittal template has been added to all Synergy organisations as part of this upgrade. Customise the transmittal PDF document in the template editor.<\/p>\n

Xero add-on<\/strong><\/p>\n

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We\u2019ve updated the\u00a0Xero add-on<\/a>\u00a0connection to let you use filters to control which data is exported to Xero. Filters allow you to export different sets of Synergy data to multiple Xero organisations. The Xero add-on settings are unique and saved for each Xero organisation you\u2019re connected to.<\/p>\n

The improved Xero sync process will allow you to close the browser while the sync is running \u2014 it will still complete in the background. The completed syncs are shown in the history tab.<\/p>\n

We\u2019ve added filters (in the Xero settings section) for:<\/p>\n<\/div>\n