This page allows you to set up the general settings for documents and the news page in Exact Synergy Enterprise. To view the news page, click News in the Exact Synergy Enterprise toolbar.
The information in this document is based on product update 250.
Frontpages section
This section defines the layout of the news front page.
City
Type a name of the city where the document is maintained. The city information is displayed below the news title and the news summary. This information is used only if there is no city information in the division of the person who created the document.
Picture
Type a value in bytes to specify the maximum size allowed for picture files to be attached to a front page.
Width
Type a value in pixels to specify the width of the picture on the front page.
Height
Type a value in pixels to specify the height of the picture on the front page.
Resize
Select an option to specify whether you can resize the pictures on the front page. The resize options available are:
- No — Select this if you do not want to resize the pictures.
- Yes (Standard) — Select this to resize pictures to the width and height defined in the Frontpages section.
- Yes (Smaller) — Select this to resize pictures to the width and height defined if the original picture is smaller.
- Yes (Bigger) — Select this to resize pictures to the width and height defined if the original picture is bigger.
Default: Frontpages section
This section defines the frontpage of the news page of the respective modules available in Exact Synergy Enterprise. Select a page to specify the default front page for the respective news pages of the following modules: Documents, HRM, Financial, Logistics, Customers, Workflow, Projects, Assets, and Others. To view the news page of a module, click the module name in the Exact Synergy Enterprise top menu and then click News in the Exact Synergy Enterprise toolbar. For more information, see Frontpage layout overview.
Documents
Select a front page for the Documents news page. By default, the default layout will be displayed.
HRM
Select a front page for the HRM news page. By default, the default layout will be displayed.
Financial
Select a front page for the Financial news page. By default, the default layout will be displayed.
Logistics
Select a front page for the Logistics news page. By default, the default layout will be displayed.
Customers
Select a front page for the CRM news page. By default, the default layout will be displayed.
Workflow
Select a front page for the Workflow news page. By default, the default layout will be displayed.
Project
Select a front page for the Project news page. By default, the default layout will be displayed.
Assets
Select a front page for the Assets news page. By default, the default layout will be displayed.
Others
Select a front page for the Others news page. By default, the default layout will be displayed.
Forum: Links section
This section allows you to set up links in the forum module. To view the forum module, click Forum in the Exact Synergy Enterprise toolbar.
Add
Click this to specify a link in the forum module. After specifying a link description and URL, you will be able to see the link under the Links section in the forum module.
Campaigner section
Note: This section is available only if YACAM100 – Exact Synergy Campaigner is in your license.
Document type
Select the document type to be used for the document to be created when a campaign is executed successfully with Exact Synergy Campaigner.
Word Merge section
This section defines the default label used in communications with your various accounts (customers, suppliers, and associates). It also allows you the option to activate and use the new Word Merge which offers a wide range of improvements from the mail merge functionality.
Note: For product update 249, Word Merge is limited to single merge actions only, for example, when performing a Word Merge from an account or person card.
Label: Accounts
Select a label to be used as the default mail merge layout for an account. The defined label will be used for communications with the accounts. For more information, see Overview of mail merge layouts.
Note: This field is available only if the New Word Merge check box is not selected.
New Word Merge
Select this check box to activate the new Word Merge functionality. For more information, see Activating new Word Merge settings.
Reference number
Type a number to be used as the reference number on letters and e-mails. This number must be an integer, positive, and less than 2,147,483,646. It increases when performing each merge and may increase multiple times when performing bulk merging processes.
This field can be used to create your templates. For more information, see How-to: Customizing and using Word Merge Reference number field.
Documents section
This section defines the layout of the documents in Exact Synergy Enterprise. For more information, see Overview of document layouts.
Picture: Width
Type a value in pixels to specify the width of the pictures in the documents.
Layout
Select a layout as a default layout for documents which are created with categories without a specific layout.
Type: Mandatory
Select this check box to make it mandatory to define the document type when you create a document. If you select this check box, documents cannot be saved unless you define a document type.
Show: Properties
Select the Top check box to display the document properties at the top of the document when you modify a document.
Tagging
Type the maximum number of tags that users are allowed to tag per document. The minimum number of tags per document is 1 and maximum is 999,999,999. By default, "100" is displayed.
Web site section
This section defines how the documents are displayed to public users of Exact Synergy Enterprise.
Show: ID
Select this check box to display the document ID for documents that are published to the public in Exact Synergy Enterprise.
Security section
This section provides an additional security feature called FDA secure document approval. The security feature provides an additional secure approval when a user approves documents in Exact Synergy Enterprise. This function applies to documents that need to be approved.
FDA (Security)
Select this check box to activate the FDA security function. When the FDA security function is activated, you will see a login dialog box when you approve a document. You need to enter a valid user name and password to continue with the secure approval. If the login is correct, you will see a screen that displays the security statement and allows you to approve the document. After the document is approved, you will see a dialog box that confirms that the document is approved. Click Close to exit.
Security statement
Select a security statement that describes the security policy. This document will be displayed in the dialog box after the user login during the secure approval (if the user name and password is valid).
URL FDA
Type the URL that will be used to redirect the approval to the virtual directory to enforce additional security feature.
XML section
This section defines the URL for Synergy Office Add-in (Exact Synergy Enterprise integrated function with applications such as Microsoft Word and Microsoft Outlook).
URL
Type the URL address to link the Synergy Office Addin with Exact Synergy Enterprise. If the URL is not defined in the settings of the Synergy Office Addin, this URL is used to link the Synergy Office Add-in with Exact Synergy Enterprise. For more information, see Installing MSXML component and Office Add-In.
Document structure section
Document structure
You can select the type of document structure to be displayed.
- Classic - Select this to view the document structure in the Classic mode.
- Standard - Select this to view the document structure in the Standard mode.
For more information, see Document structure in Classic mode.
Note: This is enabled only if a you are currently using the Classic mode. Once you have upgraded to the Standard mode, you will not be able to revert back to the Classic mode.
Online help feedback template section
This section allows to users to select a feedback form template for online help. For all pages in Exact Synergy Enterprise, users can press F1 or click the Help icon to display the System: Help page. When this section is defined correctly, a feedback form will be displayed at the bottom of an online help document to allow users the convenience of submitting feedback on how to improve the document.
Document
Select a template for the online help feedback form.