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changes.mady.by.user Richard Kennedy (Unlicensed)

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Many of the SynWeb modules include a DocMan bar that allows you to attach useful documents or photos to the community member's record.



How to:

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DocMan bar key fields and buttons

Document Filters area

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

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:

  • key fields for each of the documents
  • command links for actions that can be performed for the document.

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

Launch the Add Document window to add a new document.

Download the selected document, photo or spreadsheet.

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

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

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

  1. Click the Delete icon.


    The following window is displayed.
  2. Click to confirm the deletion.

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