Research.app User Guide

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Getting started

Synergy Research.app is a research management solution to save & organize webs, PDFs, and notes, smart search across your workspaces, and collaborate efficiently. We want to provide you with better tools to help make your research process more efficient and accurate.

Move ahead with your research and focus on what really matters to you!

There are two ways to join Research.app: create an account from the webpage at Go.Research.app/sign-up or accept the email invitation that you have been sent to you email address.

Sign up on our webpage at Go.Research.app/register

We will ask you to enter your full name, email and to choose a password so you can sign in and out with ease. You will also need to enter your invitation code. You can sign up for an invitation code directly there if you do not have one.

Accept an email invitation to join.

Open the email invitation and click Join. We will ask you to enter your full name, email and to choose a password so you can sign in and out with ease.

Single Sign-on

Does your company use single sign-on? Our Enterprise accounts allow single sign-on - all you’ll need to do is authenticate your account with your identity provider.

To save public webpages and PDFs, you’ll need to install our Chrome Extension from the Chrome Web Store. Go to the link below and click on the blue button on the top right corner that says "Add to Chrome"

Download Chrome extension: Synergy Research.app

Once you have installed the extension, click on the extension and you can log into Research.app with your email and password.

To quickly browse and insert text from highlights in Microsoft Office documents, install our Microsoft Office add-ins from the Microsoft Office Add-ins Store.

Once you have installed the extension, click on the extension and you can log into Research.app with your email and password.


Save & organize webs, PDFs, and notes

You can create projects from the New button on your main Research.app screen. The projects can be created in “My Workspace”, your personal space where projects can only been sen by you, or in your “Shared Workspace”, where you can share projects with anyone.

You can create notes, jotting down text and adding directly in your workspace, to save any relevant information quickly. In the main screen of Research.app, you can click on New > New Note. You can choose the project where you would like to save the note and add a title.

Open any web or PDF from Chrome and click on the Research.app extension (should appear on the upper right-hand side of your web page next to the URL bar). You can then save the web or PDF to a project and edit the title. Click on the Save button and you are done! The web or PDF will be saved in your workspace and indexed for advanced search functionality.

After saving the web or PDF, you'll have the option to highlight the information most relevant to you, and make comments on the highlights. To make highlights:

  • Select the text you want to highlight
  • Click on the highlight button (little grey box that pops up after you highlight text)
  • If you want, you can add comments for that highlight
  • Click on the Save button. Your highlight will be automatically saved to your workspace

From Research.app, you can go directly to a saved web or PDF by clicking any of your highlights in a project. This will allow you to easiy access and reference your highlight at any point. Highlight links will bring you directly to the text, no need to look up page numbers or count paragraphs.

In the main screen of Research.app, you can easily add status, tags, and comments to webs, PDFs, and notes.

The status is intended to help you organize your files with 4 default options:

  • Added : the web or PDF has been saved to Research.app. This is the default status and is represented by a grey dot
  • In process: the web or PDF has been saved but not processed. This status is helpful when you save several webs/PDFs but you do not have time to read and process them
  • Useful: documents that are useful for your research and you want to indicate that you have processed and approved them
  • Not useful: These are documents that you have reviewed and found not useful. Instead of deleting these documents, you can easily keep track of them so you dot go through them again in the future

Webs/PDFs are traditionally organized into folders and subfolders, following standard hierarchical file organization. However, we designed Research.app as a tag-based system (similar to Gmail) which allows you to go beyond the traditional folder structure and classify content more flexibly. In Research.app, you can apply tags to your webs/PDFs to make the organization much more powerful. For example, if you are organizing a trip, you can save a travel web with many tags (Europe, London, Sightseeing, restaurants) to make finding the information easier.

To add tags, you just need to click on the # add a tag button and write your tag, it’s that easy!



Collaborate efficiently

In order to invite anyone, create a project in your Shared Workspace and click the Share button.

Share highlight links when you reference a specific line in a web/PDF. Highlight links will bring you directly to the text, no need to look up page numbers or count paragraphs. Forget about saying “go to page 92, second paragraph, last phrase.”

. Once you send someone a link, they'll be directed to the highlight directly, without the need to have the Research.app Chrome extension installed (but we'd love for you to recommend them Research.app too! 😊)

Status and tags are very useful tools for organization purposes but may not tell the full story. In those cases, you probably want to leave comments on your documents (webs, PDFs, and notes) or highlights to keep track of useful information.

For example, in the previous trip for London, you might want to leave a comment saying that one of the webs that you saved has great information for day trips, outside of the city, and to say that the visit to Stonehenge is your favorite. Also, if you share the project with your friends, they will also see your comments and replies to those webs/PDFs in Research.app. Think of it like a private forum for that page for you, and if you wish, for some of your friends too!

We have notifications and an activity feed to make it easier for you to stay on top of what is happening on your projects. We are still refining both, but our idea is to include only the most important updates in your notification panel, and the bulk of the information with advanced filters in the activity feed.