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:
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.
The DocMan bar is expanded.
The Attach Document window is displayed.
Note: The Attach Document window may appear slightly different depending on the browser that you are using.
The URL link is added to the community members' available documents.
Attach Document window key fields and buttons
Fields
Field |
Description |
---|---|
Source Type |
Source type of the document. Select either:
|
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:
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 |
---|---|
Locate and select the document, spreadsheet or photo you want to import. |
|
Upload the selected document, spreadsheet or photo. |
|
Cancel the document import. |
Last modified: 14/09/2016 1:18:50 PM
See Also Using document management (DocMan) Importing one or more documents |
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© 2016 Synergetic Management Systems. Published 19 September 2016. |