Welcome to the monthly Product Newsletter for July 2023.

This month we have been focused on housekeeping, fixing small bugs and making performance improvements.

DRIVE AND WORKFLOW​

ACTIVITY FEED​

The activity feed is an essential feature to bring security and compliance to companies. This month, we have been working on unifying the underlying architecture of the activity feed for both the Drive and Workflow.

DRIVE​

Breadcrumb update​

The breadcrumb now can be used as a drop target to move files from one folder to a parent folder or as an upload target to upload files from your computer.

Welcome to the monthly Product Newsletter for June 2023.

This month we are thrilled to announce the launch of the SynergyOS Whistleblower Channel and Compliance Portal.

WHISTLEBLOWING & COMPLIANCE PORTAL​

This new product is designed to enable companies to establish a secure and confidential whistleblower channel, ensuring compliance with the EU Whistleblower Protection Directive.

Product information: SynergyOS Whistleblowing

The Whistleblower Channel

The EU Whistleblower Protection Directive mandates that companies provide a safe and confidential channel for reporting breaches of European Union law. The SynergyOS Whistleblower Channel is designed to easily meet this requirement, providing a secure platform for anyone to report any concerns without fear of retaliation.

Compliance Portal

The SynergyOS Whistleblower Channel is not just a standalone product; it is an integral part of our broader compliance solution. It integrates seamlessly with the SynergyOS Compliance Portal, creating a unified system for managing compliance across your organization.

When a report is made through the Whistleblower Channel, it is automatically logged in the Compliance Portal. This allows for efficient tracking and management of reports, ensuring that no concern goes unnoticed. The Compliance Portal provides a comprehensive overview of all reports, their status, and any actions taken, facilitating transparency and accountability in your organization's response to whistleblower reports.

The SynergyOS Whistleblower Channel and Compliance Portal together provide a robust system for managing compliance, fostering a culture of integrity, and ensuring adherence to the EU Whistleblower Protection Directive.

DRIVE​

Guest users login​

Guests users now can only log in using a temporary password sent to their email, instead of using a combination of email and password. There are two reasons for this change:

• To increase security: when you share with a guest user, that person is working at a specific company. If they change employers but keep their username and password, they could access confidential information that they should not access anymore. To avoid this potential problem and to make sure that you are sharing only with current employees of other companies, we have changed the log in mechanism for guest users for a temporary password that they receive in their email.

• For convenience: guest users tend to forget their passwords for external systems. In addition to improving security, we can make it easier for guest users to log in without having to remember passwords.

Search UI improvements​

We have made it easier to use search filters with a better interface. Once you select filters, it is easier to see what you have selected both on the selection pane on the main sidebar.

WORKFLOW​

No updates this month.

2023-06 Roadmap​

The upcoming features on our roadmap for July include:

• Change in Drive folder permissions
• Improvements in file and folder subscriptions and notifications
• Client feedback for new functionalities

The SynergyOS team

In our continuous effort to provide comprehensive solutions for businesses, we are thrilled to announce the launch of the SynergyOS Whistleblower Channel and Compliance Portal. This new product is designed to enable companies to establish a secure and confidential whistleblower channel, ensuring compliance with the EU Whistleblower Protection Directive.

Product information: SynergyOS Whistleblowing

The Whistleblower Channel

The EU Whistleblower Protection Directive mandates that companies provide a safe and confidential channel for reporting breaches of European Union law. The SynergyOS Whistleblower Channel is designed to easily meet this requirement, providing a secure platform for anyone to report any concerns without fear of retaliation.

Compliance Portal

The SynergyOS Whistleblower Channel is not just a standalone product; it is an integral part of our broader compliance solution. It integrates seamlessly with the SynergyOS Compliance Portal, creating a unified system for managing compliance across your organization.

When a report is made through the Whistleblower Channel, it is automatically logged in the Compliance Portal. This allows for efficient tracking and management of reports, ensuring that no concern goes unnoticed. The Compliance Portal provides a comprehensive overview of all reports, their status, and any actions taken, facilitating transparency and accountability in your organization's response to whistleblower reports.

The SynergyOS Whistleblower Channel and Compliance Portal together provide a robust system for managing compliance, fostering a culture of integrity, and ensuring adherence to the EU Whistleblower Protection Directive.

Initial Report Management

In addition to the whistleblowing channel and compliance portal, we offer an initial report filtering service to ensure confidentiality and prevent conflicts of interest. We constantly monitor new reports, categorize them as a real reports or spam, make sure that there are no confidentiality issues or conflicts of interest, and then notify the internal team to take ownership of the report.

Security & Compliance

We understand the importance of trust and transparency in any organization. The SynergyOS Whistleblower Channel is built with robust security features to ensure the confidentiality of all reports. We are also compliant with the most trusted certifications, including ISO 27001, GDPR, SOC 2, among others. We are committed to helping businesses foster a culture of integrity and compliance, and we believe that the SynergyOS Whistleblower Channel is a significant step towards achieving this goal.

Stay tuned for more updates as we continue to enhance and expand our product offerings to meet the evolving needs of businesses.

The SynergyOS team

Welcome to the monthly Product Newsletter for May 2023.

DRIVE​

Tools update​

Improvements in SynergyOS Tools performance.

WORKFLOW​

Custom views​

You can save custom views for you and your teammates and add views to your quick access section.

Preview Office files and PDF attachments​

Now you can directly preview Office files and PDFs within Workflow.

Activity logs with more details​

Additional details in the activity logs to make it more user-friendly.

Changes in tools, enterprise edition​

New version of Tools to be deployed on terminal servers in virtualized desktops.

2023-06 Roadmap​

The upcoming features on our roadmap for April include:

• Change in Drive folder permissions
• Client feedback for new functionalities

The Synergy team

Welcome to the monthly Product Newsletter for April 2023.

DRIVE​

Convert Office files to PDF with SharePoint in the cloud​

You can now automate the conversion of Microsoft Office files to PDF.

WORKFLOW​

Search​

We keep iterating and improving workflow search to make it faster and easier. We have added all search fields available in the search tab to allow you to search anywhere.

Message attachments​

Now you can add file attachments to conversations and tasks.

In-line attachments​

You can also add in-line attachments to be included in messages. These include images and videos.

Save attachments into drive​

Save your attachments also in Drive with one click. We have integrated the Drive file picker to make it easier to access your files from both workflow and drive.

Once a file has been saved to the Drive, you will see a folder icon to indicate that it is saved and enable to open it with one click.

2023-05 Roadmap​

The upcoming features on our roadmap for May include:

• New functionalities in Workflow
• Client feedback for new functionalities

The Synergy team

Welcome to the quarterly Product Newsletter for Q1 2023 (January, February, March).

SUMMARY​

We are very excited to announce the launch of SynergyOS Workflow, our Customer Relationship Management (CRM) product designed for relationship-based companies such as financial services, law, consulting, and corporates.

There are many CRM products on the market designed for automated selling (for example, for selling a software-based product) where the main focus of the CRM is on email automation and marketing campaigns. On the other side, there is a reduced focus on CRMs for companies that are built on personal relationships. Professionals at an investment bank, a law firm, or a consulting firm, spend most of their time building and cultivating relationships, which may turn eventually into clients. We have built Workflow with this type of customer in mind, to make it easy to track those companies, the people work in those companies, and all the related activities and interactions. These interactions can be tracked though notes, conversations, emails, and tasks.

Going forward, we will include updates to both Drive and Workflow in the monthly and quarterly updates. We are also working on extending workflow into a new application called "Messages".

DRIVE​

New search fields: author, file creation date, and file modified date​

Now you can be more specific in your advanced search parameters to find information faster. The new field author is automatically created for each file and it's composed of the person who created/uploaded the file and every person that saved a minor and major version.

Convert old Office files to current format automatically (.doc to .docx)​

You can now convert old Office file formats (.doc, .ppt, .xls) to the current Office file formats (.docx, .pptx, .xlsx) automatically with one click. Select the file you would like to convert and click on the convert button. We have also enabled a dialog to prompt you to update old files when you try to open them.

Lock and unlock files in bulk with an optional messages​

New option to lock and unlock multiple files in bulk with an optional lock message. This can be used for offline mode when you are traveling.

View all your locked files​

You can find all your locked files at once from a new section in the file explorer.

Folder shortcuts​

Create folder shortcuts to organize your content better and navigate to another folder in a different location with one click.

Web bookmarks (URLs)​

Save bookmarks to webpages within Drive so you can track relevant information from teh web right with your files. Bookmarks can also be categorized with tags and all the standard file functionality.

New Conversion features​

We have launched a new feature that converts files from different formats, designed for document automation. The key file conversions are:

• Text: plain text, markdown
• Word (.docx)
• HTML

Copy several hyperlinks at the same time to paste in emails/chat.​

You can now copy several items faster as hyperlinks to paste them into emails or chats, instead of having to copy items one by one.

Checkout: new feature to work on files offline and sync​

Checkout allows you to save files to your computer in the Synergy/Working Copy folder. This way, you can access your checked-out files through Windows File Explorer / Mac Finder and edit them normally. Once you finishes your edits, you can sync back your files to SynergyOS through the Drive application.

This is very useful for two uses cases:

• Offline work: when you want to work on files without internet, for example, during a flight.
• Heavy files: sometimes you want to work on very heavy files (images or videos usually) and you do not want to constantly sync your changes to the server every time you click save.

More options to convert Office files to PDFs​

In this release we are giving more options to convert Office files to PDF. You can use:

• Your local desktop Office application: our built-in integration directly uses your Office for pixel-perfect conversions.
• LibreOffice Server: now you can also convert files in the server with LibreOffice. This also works from the webapp, without the need to install Synergy Tools.

Better Compare functionality for Microsoft Word​

We have improved the integration with the native compare functionality of Microsoft Word, to make your redlines faster.

WORKFLOW​

We are very excited to announce the launch of SynergyOS Workflow, our Customer Relationship Management (CRM) product designed for relationship-based companies such as financial services, law, consulting, and corporates.

Projects​

A central place to track all company projects. Project is the general name of the functionality but it can be customized according to industry conventions:

• Finance: Deal
• Law: Matter
• Consulting: Project

Projects represent very different types of activities: sales opportunities, partnerships, To Dos, and accordingly, can be categorized in different pipelines.

Contracts​

All your legally binding documents in a central place to make it easy to track all signed contracts with metadata, including signature date, effect date, and expiration date. All original files are located in SynergyOS Drive and linked into Workflow.

Contacts​

Internal and external contacts database with all related activities, including notes, emails, conversations, emails and files.

Companies​

Companies database with all related activities, including notes, emails, conversations, emails and files.

Pipelines​

You can customize the project pipelines to fit your best use case. You can have distinct pipelines for different activities. For example, you can have 1) a sales pipelines for new customer opportunities, 2) an internal projects pipeline for internal improvement processes, and 3) a marketing pipeline for different marketing activities.

Custom fields​

All main entities (projects, contracts, contacts and companies) have pre-defined fields that store the most common types of information. For example, name, phone number or address are default fields.

We also provide an easy-tu-use functionality to create custom fields to make Workflow more powerful for your specific needs. For example, you might want to create a custom fields for contacts where you can include the name of who is the lawyer / advisor of a specific contact or company.

We have released different

Email filing​

With the new SynergyOS Outlook add-in (link) you can save emails into Workflow and assign relationships to contacts, companies, projects and contracts. This way, you can easily track relevant information from all those entities and easily share email information from anyone from your company without having to forward emails all day to any new team member.

Notes​

Notes help you to write and organize information about any entity (contacts, companies, projects and contracts). This way you can log information about a call, a LinkedIn message, or a WhatsApp chat, so you can find the relevant information faster.

Notes also help you to track what files you share with people and companies outside of emails. For example, if you share a file through LinkedIn, you can log that activity too. If you share files though email, you can easily track that email and related files through the SynergyOS Outlook add-in.

Conversations​

Conversations are similar to email threads but designed from the ground up for groups. Conversations also bring some of the good capabilities of chats such as reactions and interactivity. If you want to discuss any topic you create a conversation, select the type of conversation (general, review, approval, announcement) and then you can chat with your team.

Guest users can also be part of the conversation and will receive emails for every new message addressed to them. You can also save emails directly into conversations, so you always have the right information in the right place.

Tasks​

Emails, notes and conversations are different ways to save and log information. Many times, that information requires someone to do something: a task, in other words. Tasks helps you to create and manage your To Dos from a unified place, with a reference to the original source of information that motivated the creation of the task.

Search​

Saving all this information in Workflow is very comprehensive so it also requires a very powerful search capabilities to fins any information you are looking for. Workflow incorporates SynergyOS state-of-the-art search capabilities to fins anything instantly.

2023-04 Roadmap​

The upcoming features on our roadmap for April include:

• New functionalities in Workflow
• Client feedback for new functionalities: we believe Drive has reached a maturity point and we would like to find out what new functionalities our partners would like to improve their workflow

The Synergy team

Welcome to the monthly Product Newsletter for March 2023.

SUMMARY​

We are very excited to announce the launch of SynergyOS Workflow, our Customer Relationship Management (CRM) product designed for relationship-based companies such as financial services, law, consulting, and corporates.

There are many CRM products on the market designed for automated selling (for example, for selling a software-based product) where the main focus of the CRM is on email automation and marketing campaigns. On the other side, there is a reduced focused on CRM for companies that are build on personal relationships. Professionals at an investment bank, a law firm, or a consulting firm, spend most of their time building and cultivating relationships, which may turn eventually into clients. We have built Workflow with this type of customer in mind, to make it easy to track those companies, the people work in those companies, and all the related activities and interactions. These interactions can be tracked though notes, conversations, emails, and tasks.

Going forward, we will include updates to both Drive and Workflow in the monthly and quarterly updates. We are also working on extending workflow into a new application called "Messages".

DRIVE​

Copy several hyperlinks at the same time to paste in emails/chat.​

You can now copy several items faster as hyperlinks to paste them into emails or chats, instead of having to copy items one by one.

Checkout: new feature to sync files to work offline​

Checkout allows you to save files to your computer in the Synergy/Working Copy folder. This way, you can access your checked-out files through Windows File Explorer / Mac Finder and edit them normally. Once you finishes your edits, you can sync back your files to SynergyOS through the Drive application.

This is very useful for two uses cases:

• Offline work: when you want to work on files without internet, for example, during a flight.
• Heavy files: sometimes you want to work on very heavy files (images or videos usually) and you do not want to constantly sync your changes to the server every time you click save.

More options to convert Office files to PDFs​

In this release we are giving more options to convert Office files to PDF. You can use:

• Your local desktop Office application: our built-in integration directly uses your Office for pixel-perfect conversions.
• LibreOffice Server: now you can also convert files in the server with LibreOffice. This also works from the webapp, without the need to install Synergy Tools.

Better Compare functionality for Microsoft Word​

We have improved the integration with the native compare functionality of Microsoft Word, to make your redlines faster.

WORKFLOW​

We have released different

Email filing​

With the new SynergyOS Outlook add-in (link) you can save emails into Workflow and assign relationships to contacts, companies, projects and contracts. This way, you can easily track relevant information from all those entities and easily share email information from anyone from your company without having to forward emails all day to any new team member.

Notes​

Notes help you to write and organize information about any entity (contacts, companies, projects and contracts). This way you can log information about a call, a LinkedIn message, or a WhatsApp chat, so you can find the relevant information faster.

Notes also help you to track what files you share with people and companies outside of emails. For example, if you share a file through LinkedIn, you can log that activity too. If you share files though email, you can easily track that email and related files through the SynergyOS Outlook add-in.

Conversations​

Conversations are similar to email threads but designed from the ground up for groups. Conversations also bring some of the good capabilities of chats such as reactions and interactivity. If you want to discuss any topic you create a conversation, select the type of conversation (general, review, approval, announcement) and then you can chat with your team.

Guest users can also be part of the conversation and will receive emails for every new message addressed to them. You can also save emails directly into conversations, so you always have the right information in the right place.

Tasks​

Emails, notes and conversations are different ways to save and log information. Many times, that information requires someone to do something: a task, in other words. Tasks helps you to create and manage your To Dos from a unified place, with a reference to the original source of information that motivated the creation of the task.

Search​

Saving all this information in Workflow is very comprehensive so it also requires a very powerful search capabilities to fins any information you are looking for. Workflow incorporates SynergyOS state-of-the-art search capabilities to fins anything instantly.

2023-04 Roadmap​

The upcoming features on our roadmap for April include:

• New functionalities in Workflow
• Client feedback for new functionalities: we believe Drive has reached a maturity point and we would like to find out what new functionalities our partners would like to improve their workflow

The Synergy team

SynergyOS and OpenAI

We are thrilled to introduce our latest offering, Workflow, the second product category of the SynergyOS platform. Workflow is a comprehensive suite of enterprise applications designed to revolutionize the way businesses manage their projects and clients. Whether you are a small or medium-sized business or an enterprise customer, Workflow has been created with your needs in mind, providing a flexible and scalable solution to meet your evolving business requirements.

One of the key components of Workflow is its project management solution. The platform offers a range of powerful features to help you manage your projects effectively, including pipelines, projects, companies, and contacts. With these tools, you can easily track the progress of your projects, monitor their performance, and collaborate with your team members, no matter where they are located.

But Workflow is more than just a project management tool. We understand that customers have increasingly high technology expectations, and that businesses have varying needs and use cases. That's why we've developed Workflow with an API-first approach, making it easy to extend for a variety of different use cases. Whether you're a small or medium-sized business looking for a standalone CRM solution, an enterprise customer looking to customize your experience with extensions, or a company looking to integrate with an existing CRM such as Salesforce, Workflow has you covered.

In addition to its robust project management capabilities, Workflow is also directly integrated with Drive, our enterprise content management product. With this integration, users can easily access information about the projects, companies, and people they are working with, directly from their Drive account. This integration not only saves time, but it also provides a more comprehensive view of your projects and clients, helping you make better decisions and increase your efficiency.

One of the key benefits of Workflow is its flexibility. Whether you need a standalone CRM solution, or you are looking to integrate with an existing CRM, Workflow has been designed with your needs in mind. For small and medium-sized businesses, the standalone CRM solution provides a comprehensive and easy-to-use solution for managing your clients. For enterprise customers, the platform can be extended with custom data objects and custom front-end experiences, allowing you to customize the solution to meet your specific needs. And for companies looking to integrate with a more comprehensive CRM system, Workflow can be easily connected with external systems such as Salesforce, providing you with the best of both worlds - the convenience and ease of use of Workflow, combined with the powerful capabilities of your existing CRM.

In conclusion, Workflow is a comprehensive and powerful solution that offers a range of benefits to businesses of all sizes. Whether you are looking to streamline your project management processes, improve your customer relationships, or simply increase your efficiency, Workflow has you covered. We are confident that Workflow will provide our customers with a more efficient and effective way to manage their projects and clients, and we look forward to hearing your feedback and seeing how Workflow will make a difference in your business.

For any questions about integration into OpenAI, feel free to reach out to hello@synergyos.com.

The SynergyOS team

Welcome to the monthly Product Newsletter for February 2023.

WORKFLOW​

This month we have released the first version of SynergyOS Workflow, our Customer Relationship Management (CRM) product designed for professional services firms.

Projects​

A central place to track all company projects. Project is the general name of the functionality but it can be customized according to industry conventions:

• Finance: Deal
• Law: Matter
• Consulting: Project

Projects represent very different types of activities: sales opportunities, partnerships, To Dos, and accordingly, can be categorized in different pipelines.

Contracts​

All your legally binding documents in a central place to make it easy to track all signed contracts with metadata, including signature date, effect date, and expiration date. All original files are located in SynergyOS Drive and linked into Workflow.

Contacts​

Internal and external contacts database with all related activities, including notes, emails, conversations, emails and files.

Companies​

Companies database with all related activities, including notes, emails, conversations, emails and files.

Pipelines​

You can customize the project pipelines to fit your best use case. You can have distinct pipelines for different activities. For example, you can have 1) a sales pipelines for new customer opportunities, 2) an internal projects pipeline for internal improvement processes, and 3) a marketing pipeline for different marketing activities.

Custom fields​

All main entities (projects, contracts, contacts and companies) have pre-defined fields that store the most common types of information. For example, name, phone number or address are default fields.

We also provide an easy-tu-use functionality to create custom fields to make Workflow more powerful for your specific needs. For example, you might want to create a custom fields for contacts where you can include the name of who is the lawyer / advisor of a specific contact or company.

DRIVE​

New Conversion features​

We have launched a new feature that converts files from different formats, designed for document automation. The key file conversions are:

• Text: plain text, markdown
• Word (.docx)
• HTML

2023-03 Roadmap​

The upcoming features on our roadmap for February include:

• Workflow: new entities including notes, conversations, tasks, and emails
• Copy several hyperlinks at the same time to paste in emails/chat
• PDF conversions for Office files on the server with LibreOffice
• Revamp of local Office operations (PDF, compare) in Tools

The Synergy team

Welcome to the monthly Product Newsletter for January 2023.

GENERAL UPDATES​

New search fields: author, file creation date, and file modified date​

Now you can be more specific in your advanced search parameters to find information faster. The new field author is automatically created for each file and it's composed of the person who created/uploaded the file and every person that saved a minor and major version.

Convert old Office files to current format automatically (.doc to .docx)​

You can now convert old Office file formats (.doc, .ppt, .xls) to the current Office file formats (.docx, .pptx, .xlsx) automatically with one click. Select the file you would like to convert and click on the convert button. We have also enabled a dialog to prompt you to update old files when you try to open them.

Lock and unlock files in bulk with an optional messages​

New option to lock and unlock multiple files in bulk with an optional lock message. This can be used for offline mode when you are traveling.

View all your locked files​

You can find all your locked files at once from a new section in the file explorer.

Folder shortcuts​

Create folder shortcuts to organize your content better and navigate to another folder in a different location with one click.

Web bookmarks (URLs)​

Save bookmarks to webpages within Drive so you can track relevant information from teh web right with your files. Bookmarks can also be categorized with tags and all the standard file functionality.

2023-02 Roadmap​

The upcoming features on our roadmap for February include:

• Copy several hyperlinks at the same time to paste in emails/chat
• Revamp our offline functionality in Tools to include folders
• Publicly launch v1 of Workflow

The Synergy team