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Community Maintenance - DocMan bar

Use the DocMan bar to view documents, spreadsheets and pictures in a community member's file.

Opening the DocMan bar

Community Maintenance - DocMan bar key fields, links and buttons

Document Filters area

The selection area consists of fields used to determine which documents are displayed.

Student Maintenance - DocMan bar (Selection area)

Fields

Field

Description

Classification

Select the document classification to filter on.

Document Type

Select the document type to filter on.

Description

Type in a description to filter the documents on.

Source Reference

Select the document source reference to filter on. For example, Manual Load.

Grid area

The grid area consists of:

Fields

Field

Description

Created

Date the document, spreadsheet or picture is imported into Synergetic.

Classification

Classification of the document.

Document classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Description

Meaningful description for the document.

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 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.

Source reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.

Type

Type of document. Typical examples include:

  • DOC (Word document)
  • JPG (Photo using the Joint Photographic Experts Group format)
  • PDF (Adobe Acrobat file)
  • XLS (Excel spreadsheet).

Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

View

View the selected document, photo or spreadsheet in a new browser window.

Buttons

Button

Description

New (green plus) button (synweb)

Launch the Add Document window to add a new document.

Add Document window (synweb, IE look)

Download icon (DocMan bar, synweb)

Download the selected document, photo or spreadsheet.

View icon (DocMan bar, synweb)

Launch the selected document, photo or spreadsheet in a new window.

Edit icon (pencil, Synweb)

Edit the details of the selected document, photo or spreadsheet in the Attach Document window.

Delete icon (red circle with minus) (synweb)

Delete the selected document, photo or spreadsheet from the list of documents. To do this:

  1. Click the Delete icon.

    Student Maintenance - DocMan bar (grid area, delete link, SynWeb3)

    The following window is displayed.

    Are you sure you want to delete this document (synweb)

  2. Click OK button to confirm the deletion.

Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button

Description

New button (synweb)

Create a new community member. See Creating community members.

Delete button (synweb)

Delete the selected community member. See Deleting community members.

Criteria button

Display the Community Maintenance Search Criteria window.

You can update the search criteria and search for new community members. See Searching for community members.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

New Task button (synweb)

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Break spouse links icon (synweb)

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Flip spouse icon (synweb)

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Refresh button (maintenance, synweb)

Click to refresh information for the selected community member.

Last modified: 4/04/2016 1:42:12 PM

See Also

Community

What's new to Community

Searching for community members

Creating community members

Creating spouses

Flipping spouses

Deleting community members

Community Maintenance - Action Centre bar

Community Maintenance - Constits bar

Community Maintenance - Current Comms bar

Community Maintenance - Education bar

Community Maintenance - Flags bar

Community Maintenance - Home Address bar

Community Maintenance - IDAM bar

Community Maintenance - Keys bar

Community Maintenance - Name bar

Community Maintenance - Notes/Bio bar

Community Maintenance - Occupation bar

Community Maintenance - Occupation Address bar

Community Maintenance - Other bar

Community Maintenance - Phone bar

Community Maintenance - Photo bar

Community Maintenance - Postal Address bar

Community Maintenance - Qualifications bar

Community Maintenance - Relations bar

Community Maintenance - Vehicles bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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