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Sharing a document with other community members

You can share a document, linked to one community member, with other community members. In this example, we can share a team photo with other members of the tennis team.

To share a document with other community members:

  1. Open the DocMan tab from the relevant maintenance window.

    In this example, the tennis team photo is available on the Current Student Maintenance window of the student.

    Current Student Maintenance - DocMan (cut down)

  2. Click Links button.

    The DocMan Links window is displayed.

    DocMan Links window

  3. Click Add... button.

    The Find Name on Community window is displayed.

    Find Name on Community window

  4. Search for the community member.
  5. Select the community member.

    The community member is added to the DocManLinks window.

    DocMan Links window

  6. Repeat steps 3 through 5 for each person you need to link the document to.
  7. Click OK button when done.

    The document is linked to the other community members.

Last modified: 4/10/2012 12:00:06 PM

See Also

Using document management (DocMan)

Importing one or more documents

Updating existing documents

Linking documents using a tag list

Sharing a document with community members using a tag list

Using the DocMan Bulk Print window

© 2013 Synergetic Management Systems. Published 15 October 2013.

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