North American Synergy User Community Monthly Meeting – July 21, 2009
Agenda
· Need a presenter for Sept 15 Meeting! Contact Ann at 402-707-1652 or earoos@tconl.com to volunteer
· Reminder to visit the Forum
o Total posts 1130 • Total topics 388 • Total members 694
o http://forums.exactamerica.com/exact/index.php
· August 18 Meeting is about Background Jobs in Synergy
· Reminder about Engage 2010 – give us your suggested topics and think about volunteering to present at the conference
Today’s Presentation is given by Liz McBeth, Manager of IT and Marketing for Armour Valve
The topic is: Using Synergy Favorites Effectively and Managing them Company Wide
Second topic (if time permits) is Document List Layouts presented by Ann Roos Hayner
Tuesday, July 21, 2009
Synergy Document List Layout Creation and Use Tips
Synergy Document List Layout Creation and Use Tips
List Layouts produce a list or set of documents that have something in common
Document categories
Item number
Assortment
Security level
Language
Subject
Type
Project
Account
Combinations of the above
They organize documents for users
They dynamically update when a new document is added with matching “metadata” or criteria
List layouts can have a Header Document that serves as the Title area
Function Right 270 controls who can create List Layouts – used in Document Administrator and Web Administrator Roles
List Layouts used on a News Page - example
List Layouts produce a list or set of documents that have something in common
Document categories
Item number
Assortment
Security level
Language
Subject
Type
Project
Account
Combinations of the above
They organize documents for users
They dynamically update when a new document is added with matching “metadata” or criteria
List layouts can have a Header Document that serves as the Title area
Function Right 270 controls who can create List Layouts – used in Document Administrator and Web Administrator Roles
List Layouts used on a News Page - example
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