Documents
How to manage all your documents in one view
How to manage all your documents in one view The "All Documents" dashboard in Synup OS provides a powerful, centralized view for managing all your documents. You can easily filter, sort, and take action on any document to streamline your workflow. 1. ...
How to create & use new document templates
How to create & use new document templates Document templates are a great way to standardize your business documents, from sales proposals to contracts. Creating a template ensures consistency and saves you time by not having to start from scratch ...
How to share and track a document
How to share and track a document Tired of manually sending and tracking documents? Synup OS simplifies the process, saving you valuable time and ensuring you never lose sight of an important document. With just a few clicks, you can send documents ...
How to set up document reminders
How to set up document reminders You can set up automatic reminders for documents nearing their expiration date in Synup OS. This ensures you're notified in time to update important paperwork. Follow these simple steps. 1. Navigate to Settings First, ...
How to upload and share an existing document with clients or prospects
How to upload and share an existing document with clients or prospects Synup OS allows you to upload and share your own documents with clients or prospects directly from the platform. This is useful for sharing proposals, presentations, contracts, or ...
How to create a new document
How to create a new document Documents in Synup OS allow agencies to create professional, signable files for leads and clients. Whether you’re sending a proposal, estimate, quote, or portfolio, you can create documents with customizable templates, ...