To update the document details of the document, photo or spreadsheet:
- 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. - Scroll down to the DocMan bar, if required.
- Click the DocMan bar. See Current Student Maintenance - DocMan bar in the Current students manual.
The DocMan bar is expanded.
...
- If required, filter the documents:
• Select the:
- Classification from the drop-down list.
...
- - Document Type from the drop-down list.
...
- • Click
.
- If required, scroll down to the required document.
- Click
Anchor O_30341 O_30341 Click
The Attach Document window is displayed.
...
- Update the fields, as required.
Tip: Some web browsers, such as Mozilla Firefox, have extra field editing features. You can drag
...
- the
icon on the bottom right-hand corner of the Description to adjust the size of the field.
...
Update Document Details window key fields and buttons
Fields
Field | Description | ||||||
|---|---|---|---|---|---|---|---|
Source Type | Source type of the document. Select either:
| ||||||
Document | Directory path of the source document, the document name and its file extension if adding a document on a file server or PC.
| ||||||
Source Date | Date that the source document was created. | ||||||
Classification | Classification of the document. | ||||||
Source Code | Source of the item. Typical examples include:
| ||||||
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 update. |