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Exact Synergy Enterprise   

Setting up documents

Menu paths

  • Modules > Documents > Setup > Maintenance > Settings
  • Modules > Marketing > Setup > Web site > Settings


This page allows you to set up the general settings for documents and the news page in Exact Synergy Enterprise. To view the news page, click News in the Exact Synergy Enterprise toolbar.

Roles and rights

To maintain the standard document settings, function right 269 — Maintain standard settings for documents is required. By default, users with the Documents administrator and Web administrator roles have this function right.


  • For more details on function rights, go to Modules > System > Setup > Security > Function rights.
  • For more details on roles, go to Modules > System > Setup > Security > Roles.

What version are you using?

The information in this document is applicable to product update 269 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define document settings?

  1. Go to the Document: Settings page.
  2. Define the relevant fields.
  3. Click Save.



Related documents

 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.429.248
 Assortment:  Date: 07-11-2022
 Release: 249  Attachment:

ESE-OH269-Setting up documents2.docx 39.5 KB View Download