Secure digital document storage

Access to any organizational document instantly within a single platform.

  • Full on premise control of all organizational documents
  • Sophisticated security features for user access control
  • Storage of a wide range of file types from any application
  • Activity logging for auditability

Watch the Transportation Document Management Software Demo Video

Access control & audit trail

Keep track of document access and workflow audit trails in a set of easy- to- read document and processing logs

Workflow logs in Synergize keep track of document access and actions
  • Define which users have access to which information through very granular security controls
  • Document logs to present information on who took what actions on any given document, on what date and at what time
  • Workflow logs present detailed information on processing between multiple queues
  • Granular security tools for user access control at both the repository and file levels

Collaboration tools: annotations, redactions & version control

Avoid duplication of effort, easily track changes, maintain document integrity, and make collaboration easier

  • Apply redactions, textual and visual annotations as layers of information to the document without affecting the original document’s integrity 
  • Maintain original versions while adding updated versions to the system
  • Audit history of any document throughout its entire lifecycle
Collaboration easier with annotation tools

Document check-in/check-out

Ensure that others cannot make changes to documents that you're editing. Maintain control and avoid confusion, duplication of effort and dropped hand-offs.

  • Take control of a document by checking it out
  • Make necessary changes to the document via the native application
  • Check-in the revised document as a new document, updated document or new version of the document
  • Streamline version control with full version history
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Integration with existing systems

Integrations made easy with the use of the Synergize API Development Kit

Easily integrate your document management system with AP or AR solutions
  • Free exposure of the Synergize API Development Kit
  • Web service integrations: “Call” your web services to update your documents
  • Stored procedure integrations: use your existing procedures to perform indexing
  • Leverage existing integrations with Accounts Payable and Accounts Receivable solutions

 

“Getting the bills out more quickly was exactly what we needed to do to be a more profitable company. Synergize has made us more profitable. By not having receivables outstanding for as long, using Synergize has more than paid for the product and the time involved in setting up the product. We have completely revamped how we handle documents in our company. The return on the initial investment was apparent right away.”

 

Read the Case Study

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