Store your documents in the GED: folders, upload and sharing
The GED (gestion électronique des documents, electronic document management) is your company’s filing cabinet in SynkriaOps: contracts, articles of association, reports, letters, certificates. You find it under Documents → GED. This page explains how to organise it, upload files and share them with someone outside the company.
The starting folders
Section titled “The starting folders”When your company is created, the GED contains four system folders, shown with a padlock:
| Folder | For |
|---|---|
| Contrats | Customer and supplier contracts, lease, insurance |
| Rapports | Management reports, minutes, audit reports |
| Correspondances | Letters received and sent, formal notices |
| Divers | Everything else, and files uploaded without a folder |
System folders cannot be renamed, moved or deleted. Their names are in French for every company today. You can create as many subfolders inside them as you need.
Create a folder
Section titled “Create a folder”-
In the Folders panel, click New folder for a top-level folder, or the New sub-folder icon of an existing folder.
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Enter the name, then click Create folder.
A folder you created can be renamed, moved (Move icon) and deleted from the panel.
Upload documents
Section titled “Upload documents”-
Select the destination folder in the left panel.
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Drag your files into the upload area, or click it to choose them. You can drop several at once.
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Follow each file’s progress. A failed file can be retried or removed from the list.
With no folder selected, the Upload button at the top of the page files the documents in Divers.
| Rule | Detail |
|---|---|
| Maximum size | 50 MB per file |
| Formats | PDF, JPEG, PNG, WebP and TIFF (scans) images, Excel (XLSX, XLS), CSV, Word (DOCX, DOC), OpenDocument (ODT), OFX statements |
| Space | Total storage depends on your plan; a Storage used gauge appears when it nears the limit |
Each file’s content is checked on arrival: a file whose content does not match its extension is refused.
View, download, move
Section titled “View, download, move”On each document row:
- Preview opens the file inside SynkriaOps (PDF and images); other formats are downloaded;
- Download retrieves the original file;
- Upload a new version replaces the file with its updated version (signed contract, corrected report): the Ver. column moves to v2 and the previous version stays in the history;
- Move files it in another folder;
- Delete removes it from the GED after confirmation.
Share a document through a link
Section titled “Share a document through a link”You can send a document to your banker, your lawyer or a partner without an attachment or a SynkriaOps account.
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On the document row, click the share icon.
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Choose how long the link lasts: 24 hours, 7 days or 30 days.
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Click Create share link, then Copy link and send it.
The person who opens the link sees the document and can download it. After the deadline, the page says the link has expired.
In the same panel, Active links lists the links still valid with their expiry date. Revoke cuts a link immediately: the page then says the link has been revoked.
Who can do what
Section titled “Who can do what”| Action | Roles |
|---|---|
| Upload, rename, move, delete, share | ADMIN, CFO, COMPTABLE |
| Browse, preview, download | Other roles that have access to the GED |
Role details are in Roles & permissions.
Fix common problems
Section titled “Fix common problems”| Problem | Likely cause | Solution |
|---|---|---|
| ”File too large (max 50 MB)“ | The file exceeds 50 MB | Compress the PDF or split it |
| ”File type not allowed” | Format outside the list (ZIP, GIF, TXT…) | Convert it to PDF |
| ”Storage quota exceeded” | Your plan’s space is full | Delete unneeded documents or change plan |
| Deleting the folder fails | The folder still contains something | Empty it first |
| The recipient sees “This share link has expired” | The chosen duration is over | Create a new link |