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Importing one or more URL/web links

You can import one or more documents and either:

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

To import one or more URLs/web links into SynWeb and attach them to the selected community member:

  1. 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.

  2. Scroll down to the DocMan bar, if required.
  3. Click the DocMan bar. See Current Student Maintenance - DocMan bar in the Current students manual.

    The DocMan bar is expanded.

    Student Maintenance - DocMan bar (cut down)

  4. Click New button (green plus icon, synweb).

    The Attach Document window is displayed.

    Add Document window (synweb, IE look)

    Note: The Attach Document window may appear slightly different depending on the browser that you are using.

  5. Select URL/Web Link in the Source type field.
  6. Type the URL into the Document URL/Link field.

    URL added to Document URLlink field (Docman, synweb)

  7. Select a Classification.
  8. Select a Source Code.
  9. Type in a Source Reference.
  10. Type in a Description.
  11. Click UploadSave Document.

    The URL link is added to the community members' available documents.

    Student Maintenance - DocMan bar (selected URL, cut down, synweb)

  12. Repeat steps 4 through 11 until there are no more URL links to record for the community member.

Attach Document window key fields and buttons

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.

Document URL Link

Website address of the URL/web link.

For example, http://www.ausport.gov.au/ais.

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.

Buttons

Button

Description

Browse... button (Browse ellipses, Synweb).gif

Locate and select the document, spreadsheet or photo you want to import.

UploadSave Document

Upload the selected document, spreadsheet or photo.

Cancel button (Add tasks, synweb)

Cancel the document import.

Last modified: 14/09/2016 1:18:50 PM

See Also

Using document management (DocMan)

Importing one or more documents

Linking documents using tag lists

Updating document details

© 2016 Synergetic Management Systems. Published 19 September 2016.

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