Synergize Web Explorer Client

1. From the Repositories drop-down on the toolbar, select a repository.

2. Select the Tree tab.

3. Double-click a folder in the tree to expand its subfolders. Each subfolder expands when it is double-clicked, until you have drilled down far enough to reach the documents that are contained in that folder.

The naming of the folders and subfolders uses the index information, for the documents that are contained in the folder.

4. In the results window, locate your documents. The index information for each document appears in the horizontal grid.

1. From the Repositories drop-down on the toolbar, select a repository.

2. Select the QBE tab.

3. The QBE tab shows the index fields available for search.

Enter your search criteria into the appropriate index fields(1) and select Search (2).

4. In the results window(3), locate your documents.

The index information for each document is displayed, in the horizontal grid.

1. From the Repositories drop-down on the toolbar, select a repository.

2. Select the Search tab.

3. Enter a query in the area provided.

Use the hints window to choose field and function names.

Use double quotes around strings.

If your entry includes a syntax error, it is highlighted in red.

The syntax used is very similar to SQL.

4. In the results window, locate your documents.

The index information for each document is displayed in the horizontal grid.

You can use the Collection tab in the legacy web explorer (and it now appears in the new HTML5 edition of Synergize Explorer as of Synergize 16.4 or newer in February 2025; the features and steps are similar).

1. In Synergize Web Explorer, open one or more documents from one or more workflows. (Tip: You can also perform similar steps in the HTML5 edition of Synergize Explorer 16.4 or newer.)

2. On the Workflow tab, select a scenario in the Scenario field. You can also find documents on the Tree, QBE, or Search tabs.

3. In the list of documents, select one or more documents.

4. Click the Collection tab.

5. Drag your documents to the Collection tab.

   

6. As needed, you can continue to drag one or more documents to the Collection tab.

   

7. You can assemble documents from multiple workflows and drag them to the Collection tab.

   

8. To remove an item from the current Collection tab, select one or more documents, and then click Remove.

   

To open and view the documents, follow these steps.

1. Select one or more documents on the Collection tab.

2. Right-click and choose Open.

   

3. When you open just one document, it appears in a single Image Viewer window over the current window.

   

4. To view one or more documents in a new window, select them, right-click and choose Open in New Window.

   

5. When you open multiple documents, you can view them in a cascading layout of overlapping windows or space them apart as separate window tiles. In the Preference window, select a window layout:

   • Cascade

     

   • Tile

     

You can save a backup copy of one or more documents on the Collection tab to a folder on your local PC or a shared network folder.

1. Select one or more documents on the Collection tab.

2. Right-click and choose Copy to Folder.

   

3. In the Configuration window, select the format and page settings and click OK.

   

   You can save TIFF and PDF files or convert any TIFF files to PDF to enforce a PDF-only standard. In general, PDF files are smaller without losing quality.

4. In the Save window, browse to the destination folder or enter the full drive letter and path. Click Save.

   Example: C:\Documents\March-2027\PH-134

   

5. Copies of your documents now appear in the folder.

   

Follow these steps to print one or more documents on the Collections tab. You could also print the content to a PDF file and then send it as an e-mail attachment.

1. Select one or more documents on the Collection tab.

2. Right-click and choose Print.

   

3. In the Configuration window, select the print and batch settings and click OK.

   

4. Set specific preferences and options in the Print window. Options vary based on the type of printer you select such as a network printing queue, laser printer, inkjet printer, or PDF. When finished, click Print.

   

    

    

Follow these steps to email one or more documents on the Collections tab. You could also print the content to a PDF file and then send it as an e-mail attachment. You could also copy one or more files to a storage folder and then e-mail them as attachments.

1. Select one or more documents on the Collection tab.

2. Right-click and choose Mail Document.

   

3. In the Configuration window, select the format and page settings and click OK.

   You can save TIFF and PDF files or convert any TIFF files to PDF to enforce a PDF-only standard. In general, PDF files are smaller without losing quality.

   

4. Your default e-mail application opens and a new draft message is prepared for you to send your documents as TIFF or PDF attachments. Review the draft and click Send.

   

   Note: You must have an e-mail application or service associated with the URL:MailTo protocol in the Default Programs control panel or the Apps page in Windows 11 Settings. If you have not set an associated e-mail solution, the following message appears in Synergize:

   There is no email program associated to perform the requested action. Please install an e-mail program, or if one is already installed, create an association in the Default Programs control panel.

   

    

    

    

    

You can export the Synergize field data for the documents in your collection. Instead of a PDF or TIFF file, your data is exported as an ODBC compliant text file with your choice of separator between data values. The most common file type is a comma-separated values (CSV) file with a comma between field values (value1,value2,value3).

1. Select one or more documents on the Collection tab.

2. Right-click and choose Export Document Properties.

   

3. In the Export window, complete the Destination File and Separator between values fields. To include the field names in the first row of exported data, select the Column name header check box.

   

   Example:

   

4. Your document data is exported. Click OK.

   

5. To verify or use the data, open the exported CSV file in a spreadsheet application, database, or text editor.

   

6. The exported data values appear.

   

You can create a dynamic link to share the content of a collection. The legacy Synergize Web Explorer requires a Java applet or compatible substitute. Other methods of sharing the data include email, print, export, or switching to the new HTML5 edition of Synergize Explorer 16.4 or newer (Feb 2025).

1. Select one or more documents on the Collection tab.

2. Right-click and choose Document Link.

   

3. The system generates a dynamic URL or http link for internal use (the link is not https). To copy the link and paste it in your web browser or share it through email or chat with a co-worker, right-click and choose Copy Document Link to Clipboard.

   

4. Paste the link in a supported web browser (requires an applet to view).

   

In Quick Mode (which is active when the lightning bolt is shown in the top-right corner of the document tree view), after you type the new index value and hit enter, the document is automatically split for you.

When not in quick mode, you need to split the document manually.

Right-click on the next page of the original document and select Split Document.

Note that the value you entered for the first page will be carried forward into the new document, and you may need to enter a new value.

In this example, the first page was invoice 1001 and the next page should have a value of 1002.

Once you have split the document and entered its index values to your satisfaction, answer the questions (if any) and click Process as you normally would, to move the document along the workflow into the next queue.