Get Started with Synergize Explorer

Transflo Synergize offers a modern HTML 5 browser-based interface to access files in the repository in most modern web browsers. We recommend using the latest version. Features vary by license and assigned permissions.

Use Synergize Explorer to:

  • Search for documents, video, audio, or other files

  • Access files based on current access level (authentication and authorization)

  • Modify information or properties about the files, like invoice number or date created

  • Process documents from one workflow queue to another

  • Process documents in an Accounts Payable workflow

  • Configure workflows to split batch documents into individual files for indexing and storage

  • Email one or more documents directly from the Synergize repository


The image below shows the basic Explorer interface. To view a list of documents, enter criteria in the Properties Filter area and click Filter.

Graphical user interface, text

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