Modules > Documents
From the Documents menu, you can create and modify documents as well as have access to various reports and statistics with regard to the documents created in Exact Synergy Enterprise. With the right role assigned, you can also customize the settings for certain features to standardize the processes across the organization.
The Documents menu consists of three tabs:
Users with the Documents module license can access this module.
Notes:
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.
Click this to open the Document: New page where you can create a document, create a mail merge document, or scan a document into Exact Synergy Enterprise. For more information, see Selecting categories or document types for creation of documents.
Click this to begin the bulk uploading process to upload multiple files to Exact Synergy Enterprise at once. For more information, see Uploading files in bulk to Exact Synergy Enterprise.
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Click this to open the Documents: Search page where you can perform an advanced documents search. For more information, see Searching for documents.
Click this to open the Documents: Settings – Document type page where you can see an overview of document type settings. For more information, see Overview of the properties of fields and options under document types.
Click this to display a report where documents are grouped by creators. For more information, see Viewing reports on documents grouped by creator.
Click this to display a report where documents are grouped by assortments. For more information, see Viewing reports on documents grouped by assortment or division group.
Click this to display a report where documents are grouped by divisions. For more information, see Viewing reports on documents grouped by assortment or division group.
Click this to display a report of documents with the open status. For more information, see Viewing reports on documents with Pending status.
Click this to display and search a history of documents read and created. For more information, see Viewing activity history report.
Click this to perform a high-level overview of documents in Exact Synergy Enterprise. For more information, see Pivot analysis for documents.
Click this to display document statistics grouped by document type. For more information, see Viewing statistical overview of document types.
Click this to display a list of 50 documents with the highest rating or votes. For more information, see Viewing statistical overview of document ratings.
Click this to display a list of 50 most viewed documents. For more information, see Viewing statistical overview of documents (page view).
Click this to display a list of 20 document creators with the highest number of documents created. For more information, see Viewing statistical overview of documents (creator).
Click this to display a list of 20 languages with the highest number of documents. For more information, see Viewing statistical overview of documents (language).
Click this to display a list of 20 accounts with the highest number of documents linked to the accounts. For more information, see Viewing statistical overview of documents (account).
Click this to display a list of 20 resources with the highest number of documents linked to the people. For more information see Viewing statistical overview of documents (people).
Click this to display a list of 20 items with the highest number of documents linked to the items. For more information, see Viewing statistical overview of documents (item).
Click this to display a list of 20 divisions with the highest number of documents. For more information, see Viewing statistical overview of documents (division).
Click this to display a list of 20 assortments with the highest number of documents linked to the assortments. For more information, see Viewing statistical overview of documents (assortment).
Click this to display the statistics of documents based on document status. For more information, see Viewing statistical overview of documents (status).
Click this to display a list of your documents sorted by attachment size where you can delete, set to draft, or archive multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of your archived documents where you can delete, set to draft, or restore multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of your draft documents where you can delete or archive multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of documents linked to inactive accounts where you can delete, set to draft, or restore multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of documents involving inactive people where you can delete, set to draft, or restore multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of documents linked to inactive items where you can delete, set to draft, or restore multiple documents. For more information, see Analyzing documents for system maintenance.
Click this to display a list of reply documents linked to archived documents where you can delete, set to draft, or restore multiple reply documents. For more information, see Analyzing documents for system maintenance.
Note: This section is only available if you have selected the New Word Merge check box under the Word Merge section on the Documents: Settings page. For more information, see Setting up documents.
Click this to view a log of merged documents after creating letters and sending e-mails with Word Merge on single and bulk processes. For more information, see Viewing Word Merge log report.
Click this to open the Documents: Settings page where you can view and define general settings for Documents in Exact Synergy Enterprise. For more information, see Setting up documents.
Click this to open the Forum maintenance page where you can create and modify forums, topics, and thread. For more information, see Overview of forums, topics, and threads.
Click this to open the Documents: Categories page where you can create and modify document main categories, categories, and subcategories. For more information, see Overview of categories.
Note: You can only see this in the Classic mode for document structure. For more information, see Document structure in Classic mode.
Click this to open the Documents: Types maintenance page where you can view, create, and modify document type definitions and document types groups. A document type predefines a set of settings for a document linked to the document type. For more information, see Overview of document types.
Click this to obtain an overview of converted document types by converted document type groups. For more information, see Overview of converted document types.
Click this to open the Documents: Web sites page where you can view a list of web sites and portals in Exact Synergy Enterprise. From this page you can also create and modify Exact Synergy Enterprise web sites and portals. For more information, see Searching for websites.
Click this to open the Documents: Pictures page where you can view, create, and modify standard pictures in Exact Synergy Enterprise. For more information, see Overview of standard pictures.
Click this to open the Documents: Move page where you can move all documents from one subcategory to another subcategory.
Click this to search and display a list of documents where you can delete, set to draft, or archive multiple documents. For more information, see Processing documents.
Click this to open the System: Installation page where you can install MSXML components, and Exact Synergy Enterprise Synergy Office Integration and Microsoft Office Add-ins into your computer. For more information, see Installing MSXML Component, Office Add-In, and Synergy Office Integration.
Click this to display the Layouts: Frontpage page where you can view, create, and modify frontpage layouts. Frontpage layouts are used in news layout and web portals. For more information, see Overview of frontpage layouts.
Click this to display the Layouts: List page where you can view, create, and modify list layouts. List layouts are used to create predefined lists of documents. For more information, see Overview of list layouts.
Click this to display the Layouts: News - Division page where you can set the news layout to use for the customers, resellers, or suppliers of a division. For more information, see Overview of news layouts.
Click this to display the Layouts: Document page where you can view, create, and modify document layouts. Document layouts influence the way a document linked to the document layout is displayed when viewed. For more information, see Overview of document layouts.
Click this to display an overview of template groups and templates where you can view, create, and modify template groups and templates. For more information, see Overview of Word Merge template groups and templates.
Click this to display an overview of schema groups and schemas where you can create schema groups and schemas based on built-in schemas. For more information, see Overview of Word Merge schema groups and schemas.