Welcome to the SynergyOS Monthly Newsletter for January 2025

We are kicking off the new year with exciting news—our Email and Calendar Clients are now fully launched! After months of development, testing, and user feedback, we are thrilled to introduce the finalized versions of these essential productivity tools.

Email and Calendar Now in Full Release​

With the official launch of our Email and Calendar Clients, SynergyOS now provides a fully integrated experience for managing your communication, scheduling, and daily operations—all from a single platform.

Email Client: Full Release Features​

Building on our previous alpha and beta versions, the Email Client is now packed with powerful features to make managing your inbox more seamless and efficient than ever:

• Microsoft 365 Integration: Connect and manage emails from your Microsoft accounts.
• Unified Folder Structure: Store and organize emails alongside your files, tasks, and notes for a truly integrated workflow.
• Files Integration: Save attachments directly to Synergy folders with one click and benefit from Synergy version control system.
• CRM-Linked Emails: Automatically log email interactions under relevant contacts, companies, and projects for a complete overview of your communication history.
• Advanced Search & Filtering: Quickly find emails using metadata, tags, and full-text search across SynergyOS.

Calendar Client: Full Release Features​

The Calendar Client is now a powerful, fully integrated scheduling tool designed to make planning and coordination effortless:

• Microsoft 365 Integration: Connect and manage emails from your Microsoft accounts.
• Event-to-Task Linking: Convert calendar events into actionable tasks, all within SynergyOS.
• Shared & Private Calendars: Manage both personal and team schedules in a structured, accessible format.

Both applications are now available to all SynergyOS users, providing a cohesive experience where email and calendar management are tightly integrated with the rest of the platform.

Looking Ahead: What’s Next?​

With Email and Calendar now fully deployed, we’re setting our sights on the next milestones for SynergyOS:

• New chat experience: revamped chat application and notifications.
• Mobile App Enhancements: Improvements to our iOS and Android apps.

As always, your feedback is invaluable. Let us know how these updates are improving your experience and what you’d like to see next!

Thank you for being part of the SynergyOS community, we’re excited for what 2025 has in store!

The SynergyOS Team

Welcome to the SynergyOS monthly newsletter for December 2024.

As we close out the year, we're excited to share the latest improvements and upcoming features in SynergyOS. This month, we’ve focused on finalizing the Email and Calendar applications, refining user interactions, and enhancing the overall experience to make SynergyOS feel even more like a complete operating system.

Email and Calendar Clients​

We’re in the final stages of development for our Email and Calendar applications, set for release in two months. These tools integrate seamlessly with SynergyOS, enhancing communication and scheduling.

• Email Client:

  • Streamlined Interface: A clean, intuitive design for effortless email management.
  • Better Organization: Improved tools for categorizing and prioritizing messages.
  • Seamless File Handling: Easily attach and save files within SynergyOS.

• Calendar Client:

  • Intuitive Layout: A simple yet powerful calendar for managing your schedule.
  • Improved Event Management: Easily create, edit, and track events.

These applications are designed to boost productivity and keep everything in one place, making SynergyOS the central hub for your workflow.

New Preview Functionality: Open Items in New Windows by Default​

To make SynergyOS feel more like a full desktop environment, we've introduced Preview Mode, which opens items in separate windows by default. This update allows you to:

• Multitask Efficiently: Work across multiple items without clutter.
• Improve Organization: Arrange windows to suit your workflow.
• Navigate Seamlessly: Switch between tasks without losing context.

This feature enhances usability, making SynergyOS even more fluid and responsive.

Updated Application Header Menus & Simplified Navigation​

We’ve refined the application header menus for a cleaner, more intuitive experience:

• Decluttered Menus: A minimalist design for quick, easy access to essential tools.
• Consistent Navigation: Standardized menus across all applications.
• Quick Shortcuts: Faster access to frequently used features.

These improvements streamline navigation, allowing you to focus on your work with fewer distractions.

2025-01 Roadmap​

As we head into January, our main priority is finalizing and launching the Email and Calendar Clients to ensure they are polished and fully integrated.

We always value your feedback—your insights help us improve SynergyOS and tailor it to your needs.

Thank you for being part of the SynergyOS community!

The SynergyOS Team

Welcome to the SynergyOS monthly newsletter for November 2024.

This month, we're excited to share several significant improvements, including a server refactor for faster browsing and search, enhancements to the Commits page, an improved file picker, and better email notifications.

Server Refactor for Faster Browsing and Search​

We have undertaken a major server refactor to enhance the performance of SynergyOS. This optimization focuses on streamlining paths and search results, resulting in significantly faster response times across the platform.

On average, search results are now 74% faster, with response times reduced from 3.1 seconds to 0.6 seconds, including network roundtrip. Browsing recent files is 64% faster, with load times decreased from 0.55 seconds to 0.2 seconds.

Our goal is to provide a seamless and efficient user experience, and this server update is a substantial step toward that.

Improved Commits Page​

We've updated the Commits page to offer a clearer and more informative view of changes. The new design improves organization and readability, making it easier to track progress and collaborate with your team. Now you can see whether a commit was made by an internal user or a guest. Internal users can mark individual commits as reviewed and add comments, helping you keep track of every interaction.

Enhanced File Picker​

The file picker in SynergyOS has been improved for a more intuitive and user-friendly experience. We've streamlined the interface to make selecting and managing your files simpler within the platform. This applies to the internal file picker in the main WebApp, the Office Add-ins file picker, and the Synergy Tools file picker.

Whether you're uploading documents, attaching files to emails, or organizing your Drive, the enhanced file picker will make the process smoother.

Improved Email Notifications​

We've made significant improvements to email notifications to ensure you stay informed about important updates and activities within SynergyOS. Notifications are now more timely and relevant, helping you stay connected with your team's progress.

You can customize your notification preferences to receive updates that matter most to you, keeping you in the loop without overwhelming your inbox.

2024-12 Roadmap​

As we move into December, our focus remains on refining SynergyOS to better meet your needs. We will continue to enhance performance and user experience, and we aim to advance the Email and Calendar Clients.

We value your feedback and encourage you to share your thoughts on these latest updates. Your insights help us make SynergyOS the best it can be.

Stay tuned for more updates, and thank you for being a part of the SynergyOS community!

The SynergyOS Team

Welcome to the SynergyOS monthly newsletter for October 2024.

This month, we're unveiling exciting developments, including the alpha launch of our Calendar Client, a restructured CRM and Collections, and a major strategic decision regarding our Whistleblowing product line.

Calendar Client in Alpha​

We are excited to announce the alpha release of our new Calendar Client App, now integrated within SynergyOS. Together, the email and calendar clients provide an integrated communication experience that connects to Microsoft 365 and Exchange accounts.

In this alpha phase, we are eager for early user feedback to further shape the Calendar Client for its full release. If you are interested in testing this new feature, please reach out to join our alpha testers group.

New Go Menu​

We are introducing a new Go menu to enhance navigation across SynergyOS. This feature provides users with quick access to frequently used locations and tools, streamlining the way you move through different sections of the platform.

Default Searches for Consistency​

We are introducing a more consistent search experience across applications like Drive, Notes, and Tasks. Each of these applications will have a default search such as "My Notes", "My Recent Notes", "My Tasks", and "My Recent Tasks". Additionally, we are introducing "All Notes", "All Tasks", etc., to provide broader access. This ensures users have both a personalized and comprehensive view across all data types, similar to the existing experience in Files. These enhancements are designed to create a unified and intuitive experience across all SynergyOS applications.

CRM and Collections Now Split into Two Separate Apps​

In response to feedback and to make our app ecosystem more intuitive, we have officially split the CRM and Collections into two distinct applications:

• CRM: Focused specifically on customer relationship management, including Contacts, Companies, and Projects, with detailed linking and activity tracking to help you keep everything organized.

• Collections: A new app that allows for the creation of custom data types and metadata beyond what is available in the default CRM. Collections empower users to create customized repositories for their unique needs, offering flexibility in data structuring.

This separation will allow each app to focus on its core strengths, providing a more streamlined and user-friendly experience.

Whistleblowing Product Line Discontinued​

After careful consideration, we have decided to discontinue the Whistleblowing product line as part of our core offering. However, it will remain available as an optional app for current clients who need this capability within their SynergyOS environment.

This strategic move allows us to concentrate our resources on our core product areas while still supporting our existing clients who have benefited from the Whistleblowing solution.

2024-11 Roadmap​

Looking ahead, our primary focus for November and December is to advance the Email and Calendar Clients with a target of moving these tools into full production early next year.

As always, we welcome your feedback. If you have ideas or suggestions on how to improve your email and calendar management experience in SynergyOS, we'd love to hear from you.

Stay tuned for more updates, and thank you for being a member of the SynergyOS community!

The SynergyOS Team

Welcome to the SynergyOS monthly newsletter for September 2024.

We are excited to launch an alpha version of the email client in SynergyOS. This month, we have also re-organized the main applications/tabs and updated the documentation site.

Email Client in alpha​

We are thrilled to announce the alpha release of our new Email Client, seamlessly integrated within SynergyOS. Designed to enhance your communication experience, this email client connects with Microsoft 365 and Exchange accounts, providing a robust and secure platform for all your email needs.

Key Benefits:​

• Unified Interface for Essential Business Tools: Access all your essential business tools — files, email, calendar, tasks, and notes — from a single interface. Eliminate the need for context switching between different applications, boosting your productivity and streamlining your workflow.

• Unified Database and Folder Structure: For the first time in an email application, enjoy access to the same folder structure as the rest of your SynergyOS information. Benefit from a consistent permission system and a centralized database that serves as the single source of truth for all your data.

• Seamless Email and Attachment Management: Save emails and attachments directly into your Synergy folders. Automatically append file versions to their original files, ensuring that all your documents are up-to-date and easily accessible within the platform.

• Integrated CRM Activity Tracking: Every email saved in SynergyOS is tracked within the CRM. This integration allows you to effortlessly monitor the latest interactions with your contacts, companies, and projects providing a comprehensive view of your relationship management activities.

What to Expect:​

As an alpha release, the Email Client is currently available to a select group of users who have opted in for early access. We encourage you to explore the new features and provide us with your valuable feedback. Your input is crucial in helping us refine the email client to better meet your needs before the full release.

How to Get Involved:​

If you’re interested in participating in the alpha testing phase, please reach out to sign up. We look forward to your feedback and are excited to work together to enhance your SynergyOS experience.

Re-organization of the Main Applications/Tabs​

In our continuous effort to improve user experience and streamline navigation, we have re-organized the main applications and tabs within SynergyOS. This re-organization is designed to make accessing your most-used tools faster and more intuitive, enhancing overall productivity.

Summary of Default Apps:​

SynergyOS includes a suite of core applications that cover essential functionalities for everyday productivity and collaboration:

1. Drive: Centralized file and note management with version control, secure sharing, and organizational tagging.
2. Email: Integrated email client for managing all communications, complete with tagging, folder organization, and linking to projects and contacts.
3. Calendar: Event and meeting scheduler with shared calendars, reminders, and integration with tasks and contacts.
4. Notes: Rich text note-taking with templates, tagging, and linking capabilities for ideas, meeting minutes, and project details.
5. Tasks: Efficient task management system allowing creation, assignment, prioritization, and progress tracking of tasks.
6. Chats: Real-time messaging for individuals and groups, supporting file sharing and seamless collaboration across projects.
7. CRM: Comprehensive customer relationship management encompassing Contacts, Companies, and Projects, with detailed linking and tracking features.
8. Search: Advanced search functionality across all items, featuring filters, keyword search, and saved search folders for quick access to relevant information.

Optional Apps:​

• Collections: Allows the creation of custom data types and metadata beyond the default ones provided by the CRM app.
• Workflow: Automate tasks and processes to increase efficiency.

Utilities​

includes a set of utilities tabs designed to enhance user experience and provide additional functionality. These tools are accessible through dedicated tabs and help users interact with the platform more effectively. Examples of utilities:

• Document converter
• Exported folder trees
• Subscriptions
• Search folders

We believe these changes will significantly enhance your interaction with SynergyOS, making your daily operations smoother and more efficient. As always, we welcome your feedback to continue refining the platform to better serve your needs.

Updated Documentation Site​

We are pleased to introduce a updated documentation site for SynergyOS. Our goal is to provide you with comprehensive, easy-to-navigate resources that empower you to make the most of our platform.

Visit our updated documentation site at docs.synergyos.com to explore the new features and resources. We encourage you to take advantage of these tools to enhance your SynergyOS experience and to provide feedback on how we can continue to improve our documentation.

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2024-09 Roadmap​

As we move into the final quarter of the year, we continue our work on a comprehensive email and calendar client within SynergyOS, aimed at replacing traditional tools like Outlook or Gmail.

We invite you to share your thoughts on how you currently manage emails and calendars and how we can improve your workflow within SynergyOS.

Stay tuned for more updates and thank you for being a valued member of the SynergyOS community!

The SynergyOS team

Welcome to the SynergyOS monthly newsletter for August 2024.

This month, we have focused on enhancing folder management and custom metadata options, driven by feedback from our users. Below are the key updates for August.

Folder Management: Copy Permissions on Duplicated Folders​

We've introduced an option to include custom folder permissions when duplicating or copying folders. In the confirmation dialog, a new checkbox allows you to choose whether to carry over both cascade and non-cascade permissions to the new folder. This makes it easier to maintain consistent access control when replicating folder structures, saving time on reconfiguring permissions.

Permissions in Templates​

Permissions have now been added to template folders. When inserting folders from a template, you can apply custom permissions, ensuring the right access levels are pre-configured for your team. This is especially helpful for automating folder setups in project-based workflows, ensuring that templates provide not just structure but also the correct access controls from the outset.

Custom Metadata Objects for All Items​

We've added the ability to attach complex custom metadata to any item within SynergyOS. This new functionality allows for more advanced metadata management, fulfilling the specific needs of customers who require detailed metadata handling across their files, folders, and other content. Whether you're working with documents, notes, or projects, you can now define metadata structures tailored to your organization’s unique requirements, enhancing searchability and organization.

2024-09 Roadmap​

As we move into the final part of the year, we continue our work on a comprehensive email and calendar client within SynergyOS, aimed at replacing traditional tools like Outlook or Gmail.

We invite you to share your thoughts on how you currently manage emails and calendars and how we can improve your workflow within SynergyOS.

The SynergyOS team

Welcome to the SynergyOS monthly newsletter for July 2024.

SynergyOS​

This month, we have made the following improvements to the platform.

Personal folders​

Now every internal user has a personal folder created by default to save his information. This personal folder is especially useful for the future email and calendar client, as a personal space for users to save personal emails and events.

Improved activity tracking: commits and other activity​

We've streamlined activity tracking by categorizing actions into two distinct types: commits and other activities. This bifurcation enhances clarity and allows for a more organized and efficient way to monitor and manage your workflow.

Our new activity page is designed to provide users with a comprehensive view of their interactions and changes within the platform. Users can easily see their commits, their other activities, and all repository commits, offering a clear sense of the changes happening across their projects. This holistic view ensures that every modification and interaction is transparent and accessible.

The activity page includes powerful filtering options to help you manage and navigate your commits more effectively. You can filter commits by folder, allowing you to view changes from all folders you have access to or restrict the view to specific folders for a more granular examination. Additionally, you can filter by the type of commit, such as only uploads or only saved versions, and by time and date. These filters empower you to tailor the activity view to your specific needs, making it easier to track progress, review changes, and maintain a clear overview of your projects.

Commits​

Commits encompass all changes that modify the structure or content of your files, folders, notes, tasks, and other elements within SynergyOS. This includes actions such as uploads, moves, renames, edits, and deletions. By meticulously documenting these modifications, commits ensure that any alterations to your content are easily traceable and transparent, providing a comprehensive history of changes.

Other activities​

On the other hand, other activities include non-modifying actions like opening a file, conducting searches, commenting, and viewing content. These interactions, while not altering the content, are equally important for tracking user engagement and interactions within the platform. This separation ensures that every action, whether it changes the content or not, is recorded and accessible for review, contributing to a more efficient and transparent workflow.

Subscriptions integrated with permissions and a new subscriptions page​

Additionally, we've made it even easier for users to stay updated by allowing the person granting permissions to directly subscribe new users to email notifications. This ensures that new users are automatically kept informed about relevant activities without needing to set up notifications themselves.

Users can always view their current email subscriptions on the subscription page, where they can easily manage their preferences and unsubscribe if needed. This streamlined approach simplifies the process of staying informed and enhances overall user engagement and awareness.

Revamped email notifications for new folder activity (commits)​

We've revamped our email notifications to keep you better informed about new folder activity, particularly commits. Here are the key improvements:

• Daily Digest: Receive a daily summary of all activity from the past 24 hours, helping you stay up-to-date with the latest changes. Each user can configure this setting according to their preferences.
• Comprehensive Activity Tracking: The notifications cover all types of commits, including new uploads and edited documents, ensuring that you are aware of every significant change in your folders.

These improvements are designed to enhance your awareness and control over folder activities, ensuring you never miss an important update.

New email notification for each folder invite​

We've also introduced a new option to send email notifications to new users added to a folder. This feature ensures that new users are promptly informed about their access and can start collaborating immediately.

Additionally, when sending these notifications, there's an option to include a personal message from the person granting the permissions. This allows for a more personalized and informative introduction, helping new users understand their role and the context of their access right from the start.

These enhancements to our email notifications system are designed to keep you and your team better informed and connected, fostering a more collaborative and efficient working environment.

Company Repository Timezone Support​

We've introduced enhanced timezone support for company repositories. This feature allows each repository to have a default timezone, ensuring that all guests receive notifications in their most likely timezone by default. This helps streamline communication and ensures timely updates regardless of geographical location. Additionally, each user has the flexibility to change their default timezone, tailoring their notification preferences to match their specific needs.

Versions: Change Naming from Draft to Current​

We've updated the way we name file versions to make it easier to understand. Previously, when you saved a file, the live version was called "Draft post-version number." For example, a file might have been named "Presentation.pptx Draft post-2.03."

Now, we use the term "Current" for all live versions. So, when you share a file, it will be named "Presentation.pptx C+2.03." The "C+" means that this is the most recent version of the file.

This change makes it clear that the file is not just a draft or something incomplete—it's the latest version, ready to be used or shared. We want to make sure everyone understands that "Current" means the file is up-to-date and ready for use.

User Interface Updates: Blue Accent Color​

We've updated the accent color for selections across SynergyOS, changing it from gray to blue. This new blue accent color is now reflected throughout the platform, making selections more visible and enhancing overall usability.

Notes​

We've improved the functionality of notes in SynergyOS. Notes now benefit from the same versioning system we use for files, which includes an autosave feature. This means all changes to a note are automatically saved to the Current version, ensuring your latest updates are always preserved.

Users also have the option to save specific versions of their notes manually. These can be saved as either major or minor versions, which we call "frozen" versions. A frozen version is a saved state of the note that won't change, allowing you to easily reference or revert to that specific version in the future.

Additionally, you can now open notes in separate windows. This allows you to write or read multiple notes simultaneously, enhancing your ability to multitask and manage your information more effectively.

2024-08 Roadmap​

For the rest of the year we will be working primarily on:

• Email and calendar client: a complete email client within SynergyOS to replace Outlook / Gmail.

If you have inputs / feedback about your daily workflow and how you could save time with email management, please reach out, we are all ears!

The SynergyOS team

Welcome to the SynergyOS monthly newsletter for June 2024.

SynergyOS​

This month, we're excited to introduce significant enhancements to the platform.

Revamped Email Integration​

We have improved the management and interaction with emails within SynergyOS. Now, emails have their own data object separate from files which allow us to provide better functionality like specific email metadata (from, to, ccc, attachments, etc.), more advanced search capabilities with the extended metadata fields, and new frontend capabilities to see emails in new windows, open attachments with desktop applications, and a very powerful feature to automatically help you to save attachments and append them to the original file so you can have the version history of the file with both internal and external versions.

Email integration in Synergy​

Emails can be browsed from both "All items" and "Emails".

Email window​

You can open each email on its own window and open attachments with desktop applications.

New Outlook Add-in​

The new outlook add-in allows you to save emails to folders and projects within Outlook easily, in addition to the current drag and drop functionality.

You can also see if anyone from the team has already saved the email:

SynergyOS available from the Microsoft Store​

We have published SynergyOS in the Microsoft Store to make it easier for users to install with one click, in addition to the web app install option in Microsoft Edge and Google Chrome.

You can get SynergyOS here: https://apps.microsoft.com/detail/9n73j0b9phbf

Collections​

An improved version of Containers, providing a unified way to view, organize and manage specific types of items.

2024-07 Roadmap​

For the next few months we will be working on:

• Personal folders: every internal user will have a personal folder for his own use. This is particularly helpful for email management to keep information private by default.
• Email and calendar client: a complete email client within SynergyOS to replace Outlook / Gmail.

If you have inputs / feedback about your daily workflow and how you could save time with email management, please reach out, we are all ears!

The SynergyOS team

Welcome to the SynergyOS monthly newsletter for May 2024.

SynergyOS​

This month, we're excited to introduce significant enhancements to the CRM of projects and the Drive functionality, aimed at improving organization and accessibility within SynergyOS.

New Projects, now part of folders​

We have made important changes to the CRM aspect of projects. Projects are now treated as a special type of folder. Here are the key features of this update:

• Project Folders: Folders can now be designated as either standard folders or project folders. Project folders have a special icon and additional metadata such as pipeline, stage, etc.

• Unified Projects View: Access all projects in a new view called Projects, independent of their location in the tree structure. This view displays the full path, stage, all metadata, and allows you to open each project individually.

Key Benefits of Project Folders:

• Enhanced Organization: Easily distinguish between standard folders and project folders with special icons and metadata.
• Improved Accessibility: The Projects view consolidates all projects in a flat list, making it easier to manage and access them regardless of their location.

All Items View​

We have introduced a new view in Drive for all data items. This unified view allows you to see folders, files, notes, emails, and more in one place.

Key Features of the All Items View:

• Unified Data Access: View all types of data items, including folders, files, notes, emails, etc., in a single, consolidated view.
• Improved Navigation: Simplifies navigation and access to all your data, enhancing productivity and efficiency.

2024-06 Roadmap​

Looking ahead, here are the upcoming features on our roadmap for June:

• Revamped Emails Integration: Improved management and interaction with emails within SynergyOS, including enhancements to the Outlook Add-in.
• Collections: An improved version of Containers, providing a unified way to organize and manage items.
• Tabs: View items categorized by type (e.g., projects, contracts) in a flat list, with each type having specific metadata.

The SynergyOS team

Welcome to the SynergyOS monthly newsletter for April 2024.

We continue to enhance our platform to better serve your needs. This month, we're excited to introduce a new feature in Synergy Tools that will significantly improve file management and collaboration across users.

Synergy Tools: Public Working Copy Directory​

We have added a new option to the working copy directory: the Public Working Copy Directory. This feature allows all files to have a stable path regardless of the user who accesses them. This is especially useful for files like Excel that have cross-references to other Excel files. With this new feature, you can now maintain those references across different users, ensuring seamless collaboration and data consistency.

Key Benefits of the Public Working Copy Directory:

• Stable File Paths: Ensures all files have consistent paths, simplifying file management.
• Cross-User Consistency: Maintains references in files like Excel, regardless of the user accessing them.
• Enhanced Collaboration: Facilitates smoother collaboration by eliminating issues with file paths and references.

2024-05 Roadmap​

Looking ahead, here are the upcoming features on our roadmap for May:

• Enhancements to the projects data items.
• New all items view in Drive.

The SynergyOS team