Welcome to the Product Newsletter for 2022-Q4 (October, November, December).

This quarter we are excited to share our new branding, SynergyOS, to align with our end goal of becoming the "One Source" of truth for all your company information. This information includes not only files, but also emails, messages, customer, and project information, as well as all the custom data objects that your company needs.

GENERAL UPDATES

New Progressive Web Apps (PWA) from customers own domains.

We are moving all applications to the browser to make them easier to access and keep everything up to date automatically. The first application is the new Drive webapp, which now runs in the browser. This means that you can (and should) delete the previous desktop application, as they become obsolete. Furthermore, all applications are now served from your (the customer's) own domains to promote your own branding. For example, imagine a company called Greendation, with a company domain www.greendation.org, will access SynergyOS under its own domain: drive.greendation.org, workflow.greendation.org, portal.greendation.org, and so on.

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Preview tab

There is a new tab in the Drive webapp to facilitate the preview of files. Click on preview (or use the dot-key . as a shortcut) and immediately see the content of Microsoft Office files, images, text files, and notes without the need to open a separate application. This is especially useful when reviewing many documents at once, as you would when using a Data Room.

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You can also open previews in full screen and share preview URLs with your colleagues.

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New Drive Search UI and options

Drive User Interface (UI) updated with 2 features to make it easier to use:

  • Global search on top bar: search everywhere directly from this box
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  • Folder quick search on sidebar: find folders instantly from the File Explorer tab
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Save files to Synergy from Windows Explorer and Mac Finder

You can save files to a folder in your operating system called “Synergy Save As”, which you can find directly in your pinner folders.

Once you save a file there, a Tools window will open automatically with Synergy’s File Picker to select where you’d like to save the file.

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Additional version control improvements

1. New files created and file uploads to be minor versions by default (internal)

2. New option to overwrite last saved version (if that version was saved by you). This is very helpful when you identify a small typo or small change to be made. Now you can open the file, make that correction, and in the save version dialog you can overwrite the last version (and avoid “noise” in you version history)

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3. New option to convert a version (major or minor) back to Draft status (if that version was saved by you). This improvement follows the same train of thought as the previous point. We have more improvements we plan to release next quarter, including the option to receive notifications by email when new versions of a document you have edited are saved. This has been requested by several partners. An initial design of the User Interface has already been produced. If you have any thoughts on this, please get in touch to discuss.

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Now you can add a message, a password and a custom expiration to public links.

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Subscriptions and folder/file notifications

You can now subscribe to receive email notifications for important actions on files and folders. We have released the most important file and folder actions first and we are adding new options for subscriptions every week.

Subscribe by clicking on the subscribe button:

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Change your notification setting from here:

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Manage all your subscriptions from this tab:

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Company Directory to invite and manage guest users (external) from the Drive

There is a new tab in the Drive to quick manage users and groups. From here, you can quickly invite new guest users to share information.

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Recent 5 folders in sidebar

Your most recent folders now appear in the recents section, automatically updated, to make you more efficient to go back to those folders. Those 5 folders are automatically updated when the following actions are made to files inside those parent folders:

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Drive keyboard shortcuts page

You can learn all Drive keyboard shortcuts from a new page withing the Drive to become a pro user and save time in your workflow.

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Co-Authoring in Desktop Office applications

New integration with SharePoint to edit collaboratively Microsoft Office files in your desktop Office applications. You can enter this mode with right click on a file and click on "Co-Authoring with SharePoint".

2023 Q1 ROADMAP

The upcoming features on our Drive roadmap include:

  • New search fields: author, file creation date, and file modified date
  • Bulk lock and unlock of files
  • Convert old Office files to current format automatically (.doc to .docx)
  • Copy several hyperlinks at the same time to paste in emails/chat
  • Revamp our offline functionality in Tools to include folders

We are very excited to announce that we plan to release the first version of Synergy's Workflow product in February: a Customer Relationship Management (CRM) and Project Management product. In this first iteration, Workflow will include the following core features:

  • Projects / Deals / Matters: same concept but different naming depending on industry.
  • Company list
  • Contacts list
  • Pipelines

We would very much welcome your feedback, comments and suggestions. We are always keen to hear how we can make SynergyOS better for you and your organization.

Thank you for your trust,

The Synergy team