Finding Your Requests, Workflows, or Documents
You can use this shortcut to quickly find requests, workflows, or documents that you created or saved into the E-Synergy document library.
- Click on the Documents or Requests link in the left hand menu of your E-Synergy home page. This displays the appropriate window (for example, the Requests page). All of the requests or workflows that you have created can be found under the relative categories.
- If you want to see workflows you have processed, use the dropdown arrow next to the Involvement label above and change the category from Created to Processed.
If you’re searching for a document you saved to the library, use the same process.
- Click on Documents in the left hand menu of your E-Synergy home page. The following screen appears, listing all your documents.
- Select any document to view its contents.
This same process will work with Accounts and Projects, as long as you’ve entered an account or project into E-Synergy.
If you click on the word Resources in this column, your Human Resources page opens and you can edit some information (for example, phone number and e-mail address). Start by clicking on the Edit button.