You can use the DocMan Bulk Print/Email window to:
Note: You can only use the DocMan Bulk Print/Email window if you have the appropriate security permissions.
The window is divided into three main sections:
You can also use the buttons to tag community members from a document they are linked to.
Opening the DocMan Bulk Print/Email window
Doc Man Bulk Print window key fields and buttons
ID Filters area
Fields
Field |
Description |
---|---|
ID |
ID of the community member whose documents are to be displayed. |
Tagged IDs |
Select to display documents for tagged community members. |
Group by ID |
Select to list the documents grouped by community member ID. |
Buttons
Button |
Description |
---|---|
Search for a community member ID. |
|
Switch to the Tag List window. |
Student Filters area
Fields
Field |
Description |
---|---|
Students Only |
Select to only show student records. Note: Selecting this field displays the Send to Parents field in the Document Actions area. |
Campus |
Campus that the student belongs to. |
Sub School |
Sub school that the student belongs to. |
Year Level |
Year level that the student belongs to. |
Document Filters area
Fields
Field |
Description |
---|---|
Classification |
Classification of the documents to be displayed. Access to documents can be restricted based on user security levels. Select the classification from the drop-down list to filter the documents displayed. |
Document Type |
Type of document. For example:
Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See luDocumentType lookup table in the Synergetic System maintenance manual. Select the type of document from the drop-down list to filter the documents displayed. |
Description |
Filter the documents to those which have the typed words in the description. |
Source Reference |
Filter the documents to those which have the typed words in the source reference. |
Date Filters area
Fields
Note: The default date range is the current year.
Field |
Description |
---|---|
From |
Show documents added after this date. Select |
To |
Show documents added before this date. Select |
Document actions area
Fields
Field |
Description |
---|---|
Send to parents |
If this field is selected, the email is to be sent to the parents or guardians of the listed recipients. See Sending emails from a grid. Note: When this field is selected the parent records will be marked with a "+" in the Merge fields area. |
Buttons
Button |
Description |
---|---|
Open the document selected in the grid area. |
|
Print the document selected in the grid area using the default printer settings for its document type. |
|
Print all of the documents in the grid using the default printer settings for the document types. |
|
Email the selected document using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual. |
|
Email all of the documents in the grid using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual. |
|
Add the community member associated with the current document to the tag list. |
|
Add all community members associated with documents currently displayed in the grid to the tag list. |
Last modified: 20/12/2016 2:31:42 PM
See Also Maintaining the DocMan service Configuring the DocMan service Configuring the DocMan service folders |
© 2017 Synergetic Management Systems. Published 20 July 2017.