Synergize Explorer Release Notes

Synergize Explorer 15.x server and client system requirements are listed below.

 

Server

Make sure you have the following set up on your server. Also ensure that it is configured properly to support Explorer and Synergize Explorer Integration:

• Windows Server 2012 R2 Standard or later

• Microsoft SQL Server 2014

• Synergize Server, Version 14.0.0.7 or later

Hardware Requirements:

• Minimum screen resolution of 1366 x 768

• CPU Cores: 2

• Memory: 4 GB

Client

Make sure you use a system with the following minimum requirements to use Explorer:

• 64-bit Windows Operating System

Hardware Requirements:

• Memory: 4.0 GB

Browser Requirements:

• Modern, standards-compliant 64-bit web browser:

  • Chrome

  • Firefox

  • Edge

Screen Resolution Requirements:

• Minimum: 1366 x 768

• Recommended: 1920 x 1080

Explorer 14.0.0 introduces Accounts Payable workflow with GL coding and remittance sheets. With the new Synergize, we continue to offer best-in-class document management and process automation capabilities, with a modern HTML5 interface. Synergize Explorer gives you a modular user interface that reduces training time for new users. You can now access Synergize with any modern web browser.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• New users get up to speed quickly with an easy-to-learn user interface

Features

[SE-1918] Allow PSG/Systems Admin to configure settings for Accounts Payable

A new configuration screen allows you to customize your data sources for multiple companies/divisions/departments, with corresponding GL accounts and vendors.

[SE-1938] Display list of configured companies (departments)

Provides a way to select the company specific GL codes and vendors, specific to whatever data source has been configured.

[SE-1940] GL Code lookup triggered by User input

As Users complete the GL entry, the company list of GL codes is used for "typeahead" lookup.

[SE-2065] AP Approval queues to default to filtering on signed in users for "my queues only" - which defaults to on

Your "my queues only| results show just queues you can process out of and, for approval queues, show only the documents assigned to you as approver.

Requirements and Compatibility

Synergize Explorer 14.0.0 will require at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

We continue to offer best-in-class document management and process automation capabilities, with a modern HTML 5 interface. Synergize Explorer 14.0.1 gives you a modular user interface that reduces training time for new Users. You can now access Synergize with any modern web browser.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• Enjoy the benefits of new users getting up to speed quickly with an easy-to-learn UI

Features

[SE-783] Customizable grid settings

Allows your users control over exactly how data gets displayed.

[SE-457] Reduced downtime with more seamless Synergize Server upgrade

Allows you to schedule upgrades to Synergize with confidence and minimum impact to your processes.

[SE-402] Grid Navigation using keyboard

Indexers and people processing many documents in a row need to be able to operate heads down without using the mouse.

Full keyboard support was added with this release.

[SE-749] Shortcut keys for overlay

The overlay, where you view one document at a time, also support keyboard navigation and manipulation of the document.

[SE-968] Ability to select queue

From both the main grid and the overlay, you can now select which queue you will be processing from.

Only those Users with access to the queue (as defined in Workflow Designer) will be able to process documents.

[SE-1256] Process Single Document

From the overlay, a single document at a time can be processed.

All prerequisite properties must be completed, as well as any questions answered, as defined in the Workflow Designer.

[SE-1257] Update Workflow Properties on Overlay

A subset of the full document properties are defined in Workflow Designer.

These are the prerequisite properties that must be provided before processing can proceed.

[SE-1457] Open Document in Workflow Mode via button click

You can start processing a document in the overlay's Workflow Mode, by clicking on the workflow icon either in the grid or in the overlay itself when it is not in Workflow Mode.

[SE-749] Keyboard Shortcuts for Overlay

Allows workflow processing on the overlay to happen completely via keyboard, increasing speed of indexing and processing documents.

Requirements and Compatibility

Synergize Explorer 1.1.0 requires at least Synergize Server 14 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 1.0.0.49 and up

With this new Synergize release (April 2019), we continue to offer best-in-class document management and process automation capabilities, with a modern HTML5 interface. Synergize Explorer gives you a modular user interface that reduces training time for new users. You can now access Synergize with any modern web browser.Version 14.1.0 of Explorer introduces workflow splitting and indexing, along with integrated email features.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• Enjoy the benefits of new users getting up to speed quickly with an easy-to-learn UI

Workflow Indexing with Batch Splitting

You can now split your documents with multiple pages into separate documents (similar to PDF split by Adobe Acrobat). Also, we now remember the page orientation while creating new documents.

You can design a workflow that allows you to split a batch of documents into the individual documents that were scanned. This works only for TIFF files.

While you work, you can assign properties to the newly created documents. After the first pass through the batch, you can use the splitting interface to do "re-indexing": moving pages, assigning new or corrected properties, and skipping or deleting pages you had previously assigned to new documents.

You cannot proceed with "process workflow" until all unindexed pages are addressed. If you need to find out more about where a page should be assigned, you can use Skip to assign it to a future unindexed batch.

Document Details (Child Records)

Child records are now considered first class citizens in Synergize Explorer UI application. The editing experience (on overlay) has been re-imagined and has been made more ergonomic for indexers.

Let’s assume a Trip Sheet is a main document. Trip Sheet might contain separate entries for each Proof of Delivery. Each Proof of Delivery could be considered a detail row or child record.

Integrated Email

You can now send documents as email attachments directly from the application.

One time (admin) setup in EMC is required.

Print via Email

You can print multiple documents via email if you have printers that support printing via email.

PaperCut and HP ePrint are popular tools that support printing email attachments.

Collection-Persistence

While workflow processing, we now pre-populate properties if different documents have same collection key. This is similar to the Google Chrome auto-fill feature.

Non-Workflow Indexing

For customers with no workflow license, they can edit main and children properties on overlay while viewing the full image. We have put more effort into making non-workflow indexing much smoother in this release.

Performance Improvements

We have refactored lot of code since previous releases which means improved perceived performance on UI and several underlying bug fixes.

Optimized Lookups

Cascading lookups with multiple result values had issues in previous releases. We have fixed almost all of the concerns related to lookups in 14.1.0 release.

Quick Link Launcher

There is a new module for Quick Link Integration. Now, we can hook up different TMS's to new HTML5 based product, instead of Java Client.

Additional Features

• Add documents by just dragging and dropping on grid.

• View Text Annotations, while workflow processing.

• Set a key field for a repository in EMC. A key field is something that binds multiple documents together. For example, Trip No. could be a key field that associates Trip Sheet, Fuel Receipt, Scale Ticket, and other documents together.

Requirements and Compatibility

Synergize Explorer 14.1.0 will require at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

Version 14.1.1 of Explorer improves a few existing features in minor ways and adds more features too. Add text annotations, select multiple documents for download, select and sort your filter criteria, and take advantage of integrated printing.

Add and Remove Text Annotations

Now, in addition to viewing text annotations (or comments) on a document you can add them directly through the Explorer interface. You can also remove text annotations that you added -- but not those that others added.

Select Multiple Documents for Download (or Print)

In previous releases, you could use Ctrl-click or Shift-click to select more than one document on the main search results grid. You can now choose to download a zip file of all the documents in the selected set.

Integrated Printing

You can now select multiple documents and print them directly to your operating system printing function or send them to your local or network printer. Multiple documents are included one after the other in a single PDF file. You can also print to laser or inkjet printers.

Select and Sort Filter Properties

You could already set the order and visibility of columns for your search results. Now you can sort and set the visibility of filter properties as well.

Requirements and Compatibility

Synergize Explorer 14.1.1 requires at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

 

In April 2023, Release 15.1.2 improved a few existing features. The following issues were fixed:

• SE-3237: Multiple selection was not working as expected.

• SE-3233: File name for downloading was not the same when emailing documents from the HTML 5 interface.

• SE-3232: Synergize fields with default values were not being set when saving using HTML 5.

• 147093: Workflow Document Explorer was not sorting and hiding fields as expected.

Requirements and Compatibility

• Synergize Explorer 15.1.2 requires Synergize Services 15.1.2 or newer.

 

 

In July 2023, Release 15.2.0 introduced a new Tree View Search feature in the HTML 5 edition of Synergize Explorer and included several other bug fixes and enhancements:

• 144080 [SE-3047]: Synergize Explorer HTML now includes a new Tree View feature where users can effortlessly browse and locate documents in large sets through enhanced grouping options and collapsible sections.

  • Group documents based on different criteria such as date, category, or author.

  • Collapse sections under each grouping for a cleaner and more efficient browsing experience.

  • Simplify document exploration and improve productivity with our intuitive Tree View Search feature.

• 155407 [SF-330277]: Resolved an issue with the email attachment name sent by Synergize Explorer HTML.

• 154774 [SF-324869]: Synergize Explorer HTML viewer properly centers document images.

• 154476 [SF-321680]: Improved the Synergize money field type to include auto-commas to display in Synergize Explorer HTML 5.

Requirements and Compatibility

• Synergize Explorer 15.2 requires Synergize Services 15.2 or newer.

 

 

In September 2023, Release 15.3.0 introduced a new Workflow Field Grouping feature in the HTML 5 edition of Synergize Explorer and included several other bug fixes and enhancements:

• Synergize Explorer HTML now includes a new Workflow Grouping feature. To streamline your workflow process and improve efficiency, you can now group documents in Synergize Explorer so that all documents with the same value are processed together in the same queue. You can update common fields that are shared among all the documents: if one field is updated in one document, all other documents grouped with that document show the same updates in that same field.

• Synergize Explorer also includes new options for viewing a workflow document in a viewer window with buttons for Fit to Height or Fit to Width.

• Synergize Explorer SMS Workflow Batch Splitting allows you to accept text annotations per indexed document.

• The Synergize Explorer SMS Add Document REST API now supports the multi-part form data content-type header.

• A Transflo Extraction and Conversion Engine image quality issue has been resolved and a fix has been applied to this release.

Requirements and Compatibility

• Synergize Explorer 15.3 requires Synergize Services 15.3 or newer.