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Enterprise Content Management Solutions

Synergy Document Management™


Leverages the latest imaging and storage technology to provide an enterprise-wide electronic content management solution that captures, stores, and accesses all of the documents financial institutions use, including loan applications, customer e-mails, and other correspondence. A sophisticated version management utility is available, and Internet- or network-based document access is also available.

State-of-the-Art Imaging and Document Storage Working for You

Discover an efficient, single point of access to all of your enterprise-wide documents. Synergy Document Management also provides defined document retention policies that govern disposition in compliance with regulations, legal stipulations, and best practices. It strengthens internal controls through auditing user operations and streamlines preparations for regulatory examinations

Here are just a few of Document Management's features:

  • Provides immediate, accurate document search and retrieval
  • Tracks and logs modifications providing a valid audit trail
  • Provides security masks to protect sensitive information from unauthorized viewing
  • Enhances customer service through immediate document access and retrieval
  • Supports all types of media including scanned documents, e-mails and attachments, photos, Microsoft Word and Excel files, and more
  • Reduces printing costs and eliminates microfiche, microfilm, and paper-based storage systems

What It Does

  • Provides an enterprise-wide electronic knowledge management solution that leverages state-of-the-art imaging and storage technology to automate document capture, retrieval, and distribution
  • Provides immediate, accurate document search and retrieval
  • Supports all types of media including scanned documents, e-mails and attachments, photos, Microsoft Word and Excel files, and more
  • Captures documents in a centralized, decentralized, or combination environment
  • Integrates with other Synergy modules such as Synergy Document Tracking, Synergy eDistribution, Synergy Reports, and Synergy Workflow to offer robust, comprehensive document management features
  • Provides defined document retention policies that govern disposition in compliance with regulations, legal stipulations, and best practices
  • Provides access to documents via Internet, LAN, or WAN
  • Provides full information access via Internet Explorer® and applies all associated security rules/permissions
  • Provides a sophisticated, secure version management utility that allows authorized users to "check out" document images, make content modifications such as notes and annotations, and "check in" modified document images
  • Tracks and logs modifications providing a valid audit trail
  • Provides security masks to protect sensitive information from unauthorized viewing
  • Provides cut and paste capabilities that allow the easy, secure exporting of customer-facing content into Microsoft Word and Excel documents, e-mails, and form letters
  • Provides the ability to open related information with a single mouse click with WorldLinks feature.

What It Does For Me

  • Provides an efficient single point of access to enterprise-wide documents
  • Provides immediate, accurate document search and retrieval
  • Eliminates lost or misplaced documents
  • Enhances customer service with the ability to expedite response through immediate document access and retrieval
  • Strengthens internal controls through auditing user operations such as the add, delete, modify, and report security functions at the index and page levels.
  • Streamlines preparations for regulatory examinations
  • Enhances productivity
  • Reduces printing costs
  • Eliminates microfiche, microfilm, and paper-based storage systems


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  • Product Briefs
    Synergy Document Management

    Leverages the latest imaging and storage technology to provide an enterprise-wide electronic content management solution that captures, stores, and accesses all of the documents financial institutions use, including loan applications, customer e-mails, and other correspondence. A sophisticated version management utility is available, and Internet- or network-based document access is also available.