Importing one or more documents

You can import one or more documents and either:

You can import the documents and attach them to either the:

Selected community member, such as a student or a staff member, as described below.
Community members who have been tagged earlier. See Linking documents using tag lists.

To import one or more documents into Synergetic and attach them to the selected community member:

Search for the community member.
For example, search for the student. See Searching for students in the Current students manual.

The student's record is displayed on the Student Maintenance window.
Scroll down to the DocMan bar, if required.
Click the DocMan bar. See Current Student Maintenance - DocMan bar in the Current students manual.
The DocMan bar is expanded.
Click .
The Add Document window is displayed.

Note: The Add Document window may appear slightly different depending on the browser that you are using.
Click .
A window is displayed, similar to the example below.
Locate and select the document, spreadsheet or photo you want to import.
Click .
The selected file name appears next to the Source Path field.

The Source Date updates to the current day's date.

Note: The file name is automatically formatted in a UNC format. See the Only Store File Path field description below.
Select a Document Classification.
Select a Source Code.
Type in a Source Reference.
Type in a Description.
Click .
The documents, or their links, are added to the community members' available documents.
Repeat steps 4 through 12 until there are no more documents to link, or embed, for the community member.

Add Document window key fields

Field	Description
Source Type	Source type of the document. Select either: File to import a file from your computer into the Synergetic database URL to link to a website.
Source Path	Directory path of the source document, the document name and its file extension if adding a document on a file server or PC. This field is empty if the file has been embedded in the Synergetic database. Tip: Click on the Source Path field to change the document you are adding.
Source Date	Date that the source document was created. For example, if you are importing a historical picture you might specify the date when the picture was taken. This defaults to the current date and time for new entries.
Classification	Classification of the document. Document classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.
Source Code	Source of the item. Typical examples include: Archive Magazine Newspaper School Photo. Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.
Source Reference	Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.
Description	Meaningful description for the document.

Last modified: 4/10/2012 11:46:49 AM