3 Quick and Easy Ways to Find a Document in SyncrofyBy: Pasquale Gatti | May 20, 2018
Searching for your data can be a laborious and impossible task if you don’t have the tools to simplify your experience. Luckily, we built Syncrofy. In this post, we’ll take you through how it easy it is to find that needle in a haystack and the features that can help you do that.
The Search feature is the fastest way to find what you’re looking for in Syncrofy without having to sort through documents that don’t relate to what your job duties. Simply type in a specific document number (like a purchase order or invoice) and BOOM! Syncrofy will turn up all the relevant results. In addition to documents, you can also search for:
- Users: The name of any Syncrofy user within your organization or partner network.
- Companies: Any one of your partner organizations.
- Comments: Any word or phrase within a comment on the Document Detail Screen.
Keep in mind that Search is the place to try first when you have an idea of what you’re looking for (e.g.. a purchase order that begins with “345”). If you’re not completely sure of the document or wish to answer a specific business question (“show me untracked invoices over $20K), then one of the other options below might suit you better.
Oftentimes, you may find the document you’re looking for but want to take a deeper dive. The Timeline feature allows you to do just that. With Timeline, you can visualize all of your documents in a chronological format and track the lifecycle of each correlated document. It’s an easy way to stay on top of your processes so you don’t have to manually search for each one.
You’ll have full transparency into the date and time of creation, associated documents, and exceptions. Timeline displays:
- Company: Your company name.
- Partner: The partner associated with the document.
- From: Date which the document was created.
- To: Date of the last transaction associated with the document.
- Acknowledgement Status: Whether a document has been functionally acknowledged and if it was accepted or rejected.
- Direction: The Flow Direction of each document in the Timeline.
Let’s say you have a purchase order but want to know when and if a corresponding invoice was sent out. Instead of trying to find it manually, you can just click on the PO’s Timeline to view all of the corresponding documents and associated exceptions, including the date and time of creation.
You can even utilize the Watch feature to monitor the Timeline and be alerted when a new document in the flow has been processed. No more trying to guess when a document arrives. You’ll know the second it’s processed!
If you have a specific business question you need to answer, then the Documents feature is where you need to be. Here you can drill down by document type and filter based on what you’re trying to uncover:
“I need to see all of the purchase orders from the last month over $2500.”
You may recognize there’s a document from a partner on a specific date but forgot the invoice number, or you may need to find all invoices from a partner that are over $5,000. With Syncrofy, you can customize your filters so you can find the exact document you need.
The filters you create can be shared with other users or saved for future use, so there’s no having to go back and recreate them. Simply select the “My Filters” button to access and apply previously saved filters.
In Syncrofy, finding the documents you need is easy as 1-2-3 with Search, Timeline, and Document Filters. To learn more about how to find documents in Syncrofy, including step-by-step instructions on how to use each feature, visit our Help site.
To learn more about how Syncrofy can help you take back control over your data or to request a demo, visit www.syncrofy.com.
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