Welcome to the SynergyOS Monthly Newsletter for May 2025

As we move into the summer, our focus is on foundational improvements that will enable new capabilities for all SynergyOS users—business and, soon, personal. Here’s a preview of what’s in progress:

Building the “Common” Infrastructure​

We’re consolidating all user and group authentication into a new, central Common Infrastructure. This is a significant technical milestone:

• Why this matters: It sets the stage for the upcoming Synergy Federated Network, enabling seamless collaboration across SaaS, dedicated, and self-managed deployments.
• How it helps: With a unified authentication system, organizations can connect, invite, and work with users from any other SynergyOS deployment securely—removing silos and paving the way for smarter, cross-company workflows.

Personal Accounts Are Coming​

We’re taking the first steps to support personal users with direct sign-up and automatic workspace creation. In the near future, anyone will be able to use SynergyOS—not just organizations or teams. This shift will make SynergyOS more open, flexible, and relevant for individual professionals.

Streamlining Navigation and Repo Switching​

We’re redesigning the home screen and navigation experience to make managing multiple repositories—whether business or personal—more intuitive. Users will be able to view, access, and switch between all their workspaces from one place.

Preparing All Platforms​

These backend and design changes are being integrated into our mobile app, add-ins, and Synergy Tools to ensure a seamless experience everywhere you use SynergyOS.

Roadmap​

In June, we’ll continue working on these developments. Look for a detailed update, with screenshots and hands-on features—in July.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for April 2025

This month we’ve introduced the all-new Explorer and Files apps (replacing the Drive app), released a Directory revamp, added smart tagging to folders to make saving emails and attachments faster, added chat typing indicators, and improved Shared ZIP links.

Introducing Explorer & Files​

Explorer is now the default tab and the heart of SynergyOS. Explorer is the super‑app: it lets you see all your items — files, chats, emails, tasks, and more — organized inside a single, unified folder structure. This is a fundamental difference between SynergyOS and every other platform. By unifying everything in one place, Explorer simplifies your mental model and streamlines how you work.

For those who prefer a classic file manager, we’ve also added the new Files app. Files shows only your files and folders, giving you a focused, traditional file management experience.

In essence, we took Drive and replaced it with both Explorer and Files.

Directory App Revamp​

We’ve completely revamped the Directory App! Companies and contacts inside Directory have been improved for easier management and richer details. You can now also tag folders and items with companies and contacts, making it easier to organize and find related information across SynergyOS.

Email Smart Tagging​

With our new smart tagging integration, when you tag a folder with a company (domains) or contacts, the email app will automatically suggest those locations when saving emails and attachments. This makes it faster and smarter to organize your communications, ensuring emails and files are always saved in the most relevant place with minimal effort.

We’ve also added a new Explorer tab inside the email details pane. This lets you quickly see the contents of the suggested folder and directly drag and drop files there, making it much faster to append files and manage version control right from your email workflow.

Typing Indicators in Chats​

We’ve added typing indicators to chats! Now you’ll see when someone is typing in real time, making conversations feel more immediate and interactive. This small but powerful feature helps you stay in sync with your team and makes chat communication even smoother.

Shared ZIP Links​

We’ve renamed public links to Shared ZIP links and made several backend and design improvements to make sharing files even easier and more reliable. Looking ahead, we plan to introduce more types of shared links to give you even greater flexibility and control over how you share your content.

Roadmap​

In May, we’ll focus on backend improvements and small frontend updates in both web and mobile.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for March 2025

This month, we’ve rebuilt our mobile app from the ground up. The new version includes full support for Drive, plus a brand-new Chat tab with real-time messaging and push notifications.

🚀 Mobile App Redesign​

This first release focuses on performance, simplicity, and core functionality on mobile.

Included in this version:

• Chat: DMs and group conversations
• Drive: Full access to your files
• Push notifications
• File and media previews
• Upload from camera, photo library, or local storage

💬 Chat Tab​

The new Chat tab includes everything you need to stay connected on the go:

• DMs and group chats
• Push notifications
• Create, delete, or update chat members
• Chat list shows name, folder path, last message, and unread count
• Upload photos, take pictures, send files
• Preview images and record voice notes directly in chat

📁 Drive Tab​

The Drive tab includes all existing desktop functionality:

• Opens by default in “Recent Items”
• Browse folders just like on web
• Preview Office files, PDFs, images, and more
• Upload files from your device

Roadmap​

In April, we’ll focus on backend improvements to boost performance, and small frontend updates. Based on user feedback, we’ll also decide which tabs to bring next to mobile — we’re currently leaning towards Notes and Tasks.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for February 2025

This month, we’re thrilled to announce a major step forward in collaborative communication with our new chat feature, plus a range of task management enhancements that make organizing and editing your tasks easier than ever. We’ve also got a brief look at where we’re headed, including further chat improvements and new mobile apps.

New Chat​

We’ve introduced a chat platform inspired by popular tools such as Slack and Microsoft Teams. However, we’ve added unique organizational features to keep your work tidy and accessible:

• Folder-Based Organization: Each chat is tied to a specific folder, giving you a clear, discoverable structure without clutter.
• Custom Permissions: Limit visibility to only the relevant team members. Currently, you can manage who can view or post in each chat. We’re exploring additional permission options based on user feedback.
• Integration with MS Teams: A built-in “Call” button instantly launches a Microsoft Teams call. We plan on expanding with more integration options in the future.

Tasks Improvements and Chat​

We’ve upgraded the task manager to help you stay on top of your work even more efficiently:

• Preview View: You can now see the folder path of each task in “Preview” mode. This makes it simple to sort tasks by folder, client, or project.
• Simplified Editing: Tasks can be edited directly within the preview view, reducing clicks and saving time.
• Subtasks: Within the task description, you can now add subtasks to break complex goals into manageable steps.

• Dedicated Chat: Each task includes its own built-in chat thread, so you can keep conversation and updates tied to the task itself.

Roadmap​

With Email and Calendar fully deployed, here’s what we’re focusing on next:

• Additional Chat Features: More enhancements and push notifications to keep you in the loop.
• New Mobile App: A complete rebuild of our iOS and Android apps for a better, faster experience on the go.

We’d love to hear your thoughts on these improvements, and we welcome any ideas on what you’d like to see next.

The SynergyOS Team

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.
• 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