- From winning new business to job costing, delivery, billing and reporting
- Capture and track all related information including e-mails and attachments
Online Approval & Digital Asset Management
Online approval systems enhance the service provided to your clients by managing the complex process of reviews and approvals. However, many clients have found that the initial effort required to re-create clients, projects and contacts in these systems can result in people reverting to using email to send proofs. We have therefore developed integration to Flowmation the most popular online approval system used within our existing client base.
This integration makes it easier to send proofs out via the web approval system than by email, ensuring all the following benefits are realised.
• Smarter mark-up, commenting, collaboration and tracking of proofs
• Reduce time wasted by expensive account handlers on manual approval processes
• Store all your clients digital assets in one location giving them secure online access
• Build your own library of digital assets with excellent search facilities
• Remove the problem of bloated inboxes full of duplicate proofs
• Avoid conflicts with clients over issues of poor communication
With a single click you can create clients, projects and contacts within the online approval system. Any digital assets within it are visible as thumbnails in Synergist. To add a new proof you simply upload it or drop it into a hot folder on your network, then pick your reviewers and include an optional message. Your file is converted to a web-based proof and your reviewers are sent a personal link to it via email.
| With a single click you can create clients, projects and contacts within the online approval system. Any digital assets within it are visible as thumbnails in Synergist. To add a new proof you simply upload it or drop it into a hot folder on your network, then pick your reviewers and include an optional message. Your file is converted to a web-based proof and your reviewers are sent a personal link to it via email. |
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