Top 5 Things You Didn’t Know 12d Synergy Could Do

by | Jun 16, 2023 | Blog

Unleash the FULL Power of 12d Synergy

12d Synergy offers a wide range of features that can help streamline your organisation’s processes, strengthen your business’s brand identity, and improve collaboration. While you’re probably already familiar with the basic functionalities of 12d Synergy, are you taking full advantage of all 12d Synergy has to offer? With advanced features such as email searching, spatial searching, and organisation customisation, as well as workflows and collaborators, data management becomes a breeze. There’s also a bonus feature exploring ISO 19650 compliance at the end that you won’t want to miss!

Email search graphic

1. Master Your Inbox with 12d Synergy’s Email Searching Tools

Emails play a vital role in collaborative projects that involve both internal and external stakeholders. When working on several projects and with a variety of different stakeholders, keeping track of important emails can prove challenging. Luckily, 12d Synergy’s email filing tool ensures that the days of lost emails are over.

Our email search function allows you to search for keywords or phrases within your emails’ body and attachments. Rather than sifting through your inbox, 12d Synergy allows you to locate emails based on their properties and features such as the sender or attachments.

This powerful email filing tool is also integrated within its project management tools, meaning that emails can be associated with specific projects and tasks. Emails can also be associated with files, providing a full audit trail of data entering the system. This helps keep your email communications organised and makes it easier to find project-specific information when you need it.
12d Synergy’s email search function is an effective tool that saves you time and keeps your correspondence organised and specific, allowing you to focus on the important stuff.

Spatial Search

2. Save Time and Money with Spatial Searching

Spatial data is becoming increasingly important across many industries, particularly surveying and urban planning. Spatial searching within 12d Synergy provides you with a high-level geographical overview of all your data and jobs, enabling instant visibility over all your existing datasets. 12d Synergy automatically geocodes Australian and New Zealand addresses with latitudinal and longitudinal coordinates and allows you to search by a specific address or attribute, a marker on the map, or a region of any size. Spatial searching can also help you find datasets from previous projects, negating the need to recommission a survey of the area, thus saving you time and money.

To find out more on how Spatial Searching within 12d Synergy can save your business time and money, check out our blog article on the topic here.


3. Create a Consistent Brand Experience with 12d Synergy

One of the great strengths of 12d Synergy is its customisability. You can create custom attributes, folders, and workflows that align with your organisation’s processes and company standards. Organisation customisation ensures that there is consistency among your business processes and correspondence, making it easier for everyone on your team to understand how to use the software.

You can also implement your company branding throughout several parts of 12d Synergy, including your:

  • Job Dashboard
  • Outgoing Emails
  • Transmittal Cover Sheet
  • Publishing Download Page
  • Web Drop Upload Page

These customisable features allow your business to maintain a professional and cohesive brand image, fostering trust with external stakeholders.

For an in-depth guide to adding your company branding to 12d Synergy, check out the video below:

‘Adding Your Company Branding to 12d Synergy’ by James Irwin, Business Manager, 12d Synergy NZ.

Boost efficiency with custom workflows graphic

4. Boost Your Efficiency with Custom Workflows

By creating customised workflows, you can define the specific steps that need to be taken for each task, assign tasks to team members, and track progress. 12d Synergy’s workflows can also be used to automate repetitive tasks, such as file naming conventions or email notifications, freeing up valuable time for your team members to focus on more important work. This can help ensure that everyone is working efficiently and effectively, reducing errors, and improving productivity. This not only reduces the risk of errors, but also saves your business a significant amount of time and resources in the long run.

12d Synergy’s workflow management tools also allow for improved collaboration and communication. With the ability to assign tasks and track progress, workflows provide visibility into how each member is contributing to the project, enabling better collaboration, and improving communication.

Collaborator features graphic

5. Collaborate Efficiently with 12d Synergy’s Collaborator Features

Occasionally you will have to send data to a third-party user who doesn’t use 12d Synergy. Fear not, as 12d Synergy’s Collaborator feature allows stakeholders without a 12d Synergy licence to view selected jobs or folders, at their discretion. Collaborators’ access to jobs and folders is determined by your access controls, meaning they can only see the data they need to see.

Let’s say you want to share some drawings with your field engineers or are working on a joint venture with several users from another company. 12d Synergy’s Collaborator feature allows these users, known as “Collaborators”, access to a downloadable, view-only version of the data, with the ability to leave notes, so that you can receive the feedback you need. Collaborators can also view attributes of data such as version number. The best part is this is completely free to use!

12d Synergy’s Collaborator feature streamlines collaboration among all stakeholders, Synergy user or not. It means anyone who needs to see the data can see it whenever they need to, ensuring that business runs smoothly and that the all-important project is delivered on time and under budget.

As promised, your BONUS feature awaits below!

ISO 19650 document popping out of a gift box

6. Simplify ISO 19650 Compliance with 12d Synergy

Many jurisdictions have specific regulations that construction projects must comply with to meet regulatory standards. ISO19650 compliance is essential, as it helps to facilitate the collection, organisation, and submission of all required information, ensuring that these requirements are met accurately and efficiently. 12d Synergy helps you to comply with ISO 19650 in a variety of ways, most notably through document control, custom workflows, and compliance documentation.

12d Synergy houses robust document control features, ensuring that the correct versions of all documents and drawings are accessible to authorised project stakeholders. This is essential in complying with ISO 19650’s requirements for version control, audit trails, and maintaining a single source of truth. Custom workflows within 12d Synergy also help to ensure compliance with ISO 19650. By defining specific steps for each task and assigning responsibilities to team members, workflows can help ensure that all necessary documentation and approvals are obtained at each stage of the project’s lifecycle.

12d Synergy can also assist in generating compliance documentation required by ISO 19650. The software can provide reports, logs, and records of activities, revisions, and access permissions, which can be used as evidence of compliance during audits or reviews.

So, what are you waiting for?

We’re sure you’re excited about unleashing 12d Synergy’s full potential within your business. Give these features a go next time you use 12d Synergy to help transform the way you do business.

For further information on how to use 12d Synergy to its full capabilities, check out our comprehensive training resources in the 12d Synergy Academy.

12d Synergy Academy

Learn how to get the most out of 12d Synergy with free, online training across all aspects of the software: from the general basics to the deep technical.

12d Synergy Academy
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Nick has been a Marketing Coordinator at 12d Synergy since early 2023, bringing with him a love for copywriting and a passion for developing compelling content. Outside of work, you’ll find him cheering on his beloved Wests Tigers or exploring the local cafe scene in search of the perfect chicken burger.