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© 2015 Jack Henry & Associates, Inc.®1© 2015 Jack Henry & Associates, Inc.®

Synergy

Enterprise Content Management™

Synergy Top Ten

Productivity Best Practices

Monday, April 30, 2018

© 2015 Jack Henry & Associates, Inc.®© 2015 Jack Henry & Associates, Inc.®

Productivity Features in Synergy

• For todays presentation we will look at ten tools to help your bank work more efficient

with your electronic documents and reports.

• For help with set up and configuration- please contact Synergy Technical Support and

they would be happy to walk you through getting these features rolled out in your

environment. Or if in the case of an add on module- Please contact your Jack Henry

Banking Sales Manager or Inside Sales representative to schedule a deeper dive.

April 30, 2018©2012 Jack Henry & Associates. All Rights Reserved.

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Did you Know???

• Many of our banks use Synergy as a loans in progress document storage tool?

Setting up a loans in progress Cabinet-( LIP) Can help organize and track documents

for prospective customers during the loan process

• We have banks that are nearly 100 percent paperless?

Scanning documents at the door when they come in-

Organizing document types in their own cabinet

utilizing tools like Document Tracking and JhaEnterprise Workflow to assist.


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Synergy

“Documents” Reports

Batch Doc Recognition

Synergy eSign

AutoImport

eDistributionEnterprise Workflow

Document Tracking

Power Search

Capture Add On Modules

Additional Productivity

eMail

Assist

Advanced PDF


Did you Know….

We have banks saving thousands of dollars a month through reduced scanning and

indexing by using tools like eSign- eSignWeb and ADR modules.

There are resources on the ForClientsPortal >under products > under Synergy which can

help you create a more productive environment! These include video/ best practice

documents and other resources.

Technical support is always there to help- Not just fix the system when down- but help

you when you need assistance with configurations and set ups

There is a Synergy User Group?- Bounce ideas off other banks using Synergy.. Find out

how you can become a more efficient Synergy


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Increase your productivity- with Knowledge!

• Synergy Consulting- Review your current environment

– Banks have seen immediate increases in efficiencies by engaging Synergy Consulting to help the

Financial institution make the most out of the system.

• Synergy University-

– Classroom and web training

– Certification available

– Learn how to get the most out of your system.


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The Synergy Top 10-

• Ten Features and functions available in Synergy* that your bank may not be taking advantage of today.

* Some tips and tricks in this presentation may require an add on module.


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1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Top 10 List

Audit tools- Chain of Custody

eDistribution*

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*denotes Synergy Add

on component

Document Set Audit

AutoImport*

Image Compression

Document Retention

Foldering/Saved Favorites

Advanced PDF*

Document Tracking*

The ultimate Synergy Productivity tool

is jha Enterprise Workflow

edistribution

• Electronically route internal reports and other ECM content electronically

– Employees

– Customers

• Reduces paper

• Provides additional level of security

– Electronic docs vs paper that could be more easily altered or copied

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eDistribution

• 3 Delivery Methods

– Encrypted PDFs

– External email notification of docs available with link to the bank’s internal

site

– Internal email notification with links to Open reports and docs using

existing security

• Supports HTML based email content

Synergy eDistribution™

• Easy to manage

• Easy to distribute daily, weekly, mid-month, quarterly and

annual report

• Easy and efficient to create templates by position

• Use for any report stored in Synergy including Doc

Tracking reports and predefined reports

• Attach PDFs or a link to the reports in Synergy


Document Tracking Using eDistribution

Email to Customer/Employees

Scan Using

Multi Function

Devices

Synergy AutoImport

Loans

Deposit

Ops

HR Docs

Sig

Cards

Synergy

AutoImport

Import Documents from various locations on your network for indexing

• System setting to allow scanned imaged to be compressed prior to sending to

the user client.

– Helps reduce bandwidth utilization and provides a more efficient user

experience when viewing large scanned images.

Image Compression

Number 5: Image Compression

Image Compression – With Synergy Document

• Benefits

– Reduce bandwidth utilization

› 700KB vs 1.5MB

– Faster delivery of images to client

– System and organizational setting for flexibility

– Thresholds and quality setting to better leverage compression

Advanced PDF- Add in for PDF Compression(Add on component)

• Benefits

– Compresses files by up to 100x – faster retrieval rates, lower storage costs

– Converts images to highly searchable PDFs that can be reviewed with any

PDF viewer.

– Maximizes office multi-function printers with near real-time processing

– Performs accurate OCR document processing

Advanced PDF- Sample Bank Testing Results

File Name Original file Size Advance PDF Size Reduction in Size

BRIDGE LOAN PACKAGE 2017_05_10.pdf 54,811 15,659 -71.43%

HOME EQUITY LOAN PACKATE 2017_05_03.pdf 61,420 20,078 -67.31%

APPRAISAL 2017_05_10.pdf 68,734 13,522 -80.33%

LLD DEED OF TRUST_MORTGAGE 2017_01_27.pfd 50,503 3,723 -92.63%

OPERATING AGREEMENT_BYLAWS 2017_03_01.pdf 55,364 3,425 -93.81%

LLC Construction Info 2015_04_02.pdf 85,160 9,470 -88.88%

Appraisal Reviews.pdf 71,043 15,130 -78.70%

APPRAISAL 2017_04_20.pdf 101,086 26,873 -73.42%

MLB Contract.pdf 96,867 21,290 -78.02%

-80.50%

• What is Retention Management?

– Retention Management is a Synergy Administrative feature

used to perform report and document purge operations

automatically based on a specified retention interval.

– Retention Management is a mechanism to define how long

an item is kept (or retained). At the end of this period, the

item is deleted (or purged).

• Allows users to more efficiently and effectively manage the

life cycle of items within the Synergy repository.

• Ties into you Core to create automated retention processing

Retention

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• Scaled down mechanism to determine a document in missing or present in

Synergy.

– Beneficial for ad hoc checking of documents

– Able to process in batch for quick view of multiple items for a common index

Document Set Audit

Number 7: Document Set Audit

Example of Synergy eSign / eSign Web ™

Signature 1 –

Downtown branch

Bank equipmenteSign

Signature 4 –

Customer’s location

Customer equipment - Internet

eSign Web

eSign

Signature 2 –

Suburb branch

Bank equipment

Synergy eSign

ECM Archive

Auto Archive Signature 3 –

Customer’s location

Bank equipment - VPN

eSign

In-Person Signing

• Click Start for the first signer

In-Person Signing Enhancements

• Allows users to use Categorized and Personal quick saves

for information that they access frequently

• Supported for the following search access points

• Search

• Document Tracking

• Retention Monitoring

Quick Saves

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Synergy Hitlist Views

• Synergy Hitlist Views organize search hitlist data into

pre-defined groups called view tabs

– Tab contains one or more cabinets and type.

– View tabs can be displayed as individual tabs.

– Hitlist views allow individual unique views of the same

result sets to be customized depending on how the

end user would like to see the results.

• Hitlist views can be applied to all document search result

screens in Synergy.


Flexible Configuration

• Configurable per search type

• Custom sorting per view

• Custom displayed indexes per view

• Custom Tab ordering

• Custom Index Filtering

• Most Current Document Display

• Administrators control the way the end users view results


• Usability

– On the fly changing of view

– Improved performance when streaming index values

– Refile Updates automatically refreshed

– Consistent hitlist interface from all Synergy clients

– On the fly Index filtering

– On the fly Column filtering

• Synergy Document Tracking™ is a separately licensed module that aids in

tracking related documents required for a business process.

• Assists in quickly determining the status of documents

• Assists in keeping required documents current

• Common uses of Synergy Document Tracking™…

– Identify missing documents

– Track expiring documents

– Trigger review of documents

– Report document exceptions

• Purpose of Synergy Document Tracking™ is to eliminate manual/paper

processes and become more efficient.

Document Tracking (Add on component)

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• Benefits

– Accurate audit of the review of documentation

• Provides high-level status of documentation collection

– More timely branch reporting

• Daily reporting

• Tickler notifications

• Exception processing

– Overall Operational Efficiencies

• New Account Opening

• Branch Audits

• Reconciliations

• Expense Control

Document Tracking