With the ever-increasing volume of information generated daily, having a reliable solution to organize, digitize, and access documents has become not just beneficial but necessary.
Symphony by Paperwise is a powerful tool that transforms how your business handles critical documents and tasks. It offers intuitive features designed to simplify workflows and reduce administrative burdens.
In this guide, we address the most commonly asked questions about Symphony, helping you understand its functionalities and how it can elevate your document management practices.
What are the most significant advantages of Symphony?
Symphony offers several features that make it a standout document management solution:
- All-in-One Application: Symphony combines multiple client application features into a single, user-friendly interface, reducing the time it takes to complete routine tasks.
- No Installation Required: Say goodbye to installation woes. Symphony eliminates the need for batch files, reg files, or local administrator accounts, simplifying the setup process.
- Cloud Configuration: All configurations are done in the cloud, so you don’t need to track down settings in various parts of your system.
- Accessibility: Access Symphony from anywhere without needing an additional Paperwise proxy server.
Does Symphony interface with my management or accounting system?
Yes, Symphony can interface with your management or accounting system. Integrations are required to push and pull data with third-party systems. An automation hub can be locally installed to allow integrations to work with Symphony, similar to how they work with Query, SendTo, and ImageWise.
Can users download documents from the viewer?
Absolutely! Users can print a document as a PDF to export it or download it from the viewer in its original format.
Can I print or share documents in Symphony?
Yes, you can print and share documents directly from Symphony. The viewer allows printing, resulting in a PDF that can be emailed, printed, or saved locally. To share a document, use the Shared Link feature on the Search Tab to generate a link for new or existing emails, text messages, and chat clients.
Are Process Automation and Document Management (DM) stand alone products or are they under the Symphony umbrella?
Symphony aims to consolidate functionalities spread across multiple applications into a single, user-friendly platform. Functionality includes process forms, task inbox, document import, search, retrieval, viewing, and indexing.
How difficult is Symphony to install?
Symphony is a hosted solution by Paperwise. It requires no installation to log in and use its essential features. However, for integrations, a small installation of our automation hub is required.
Which browsers are supported by Symphony? Is a specific one recommended?
Symphony works with current versions of Chrome and Edge. Other browsers will function as long as they adhere to the same standards.
Does Symphony require any other applications to be installed besides a browser to run?
For primary use cases like importing documents, searching, and process automation, no local client applications need to be installed. Legacy server applications and client applications can still be used.
Can Symphony run on a terminal server or in a Citrix environment?
Yes, because Symphony is web-based, users only need access to a compatible web browser and the internet. However, if you need to run a client-side integration or use the print driver, some files need to be installed.
Can I continue to use my existing Paperwise software with Symphony?
Yes, you can continue using your existing software while using Symphony. However, Symphony provides all the core functionalities of Paperwise in a more user-friendly interface. To connect Symphony to an on-premise Paperwise database you will need our Symphony Connector.
How is Symphony licensed?
Users can be assigned a dedicated license to ensure they can always log in. Users can also log in and use an unassigned license if one is available. Unassigned licenses are accessible at the beginning of each month, and once a user signs in, the license will be allocated to the user for the rest of the month.
How often are updates released?
Symphony follows agile development practices, releasing new features and fixes every two weeks.
Symphony by Paperwise: Empowering Your Document Management
By now, you should have a comprehensive understanding of Symphony by Paperwise and how it can revolutionize your document management processes. Our team is always available to answer any additional questions you may have and to help you get started with Symphony. Furthermore, if you’re keen to leverage new features and updates, we recommend regularly checking for updates and staying informed about the latest Symphony developments.
