You can share a document with several community members using a tag list. In the following example, we are going to search for a group of students and share a document with them.
This is similar to Linking documents using a tag list (on page ).
To share a document with several community members using a tag list:
- Select Window > Show Tag List from the main menu.
The Tag List window is displayed.Anchor O_17271 O_17271 - Search for the community members using the relevant search window. In this example, we are searching for students in the Art class.
...
...
- Click
.
The selected community members are displayed in the relevant Selector grid.Anchor O_21307 O_21307 - Right click.
The menu is displayed for the grid. - Select Tag All Records.
...
...
The Tag List window is displayed with the community members taken from the selection grid added to it.
...
...
- Repeat steps 2 through 5 for each group of community members to add to the tag list.
- Click
Anchor O_15446 O_15446 - Click
A window is displayed, similar to the example below.Anchor O_17402 O_17402 - Locate the document, spreadsheet or photo you want to import.
Tip: If you are linking to the document, type the server and directory into the File name field using a UNC format. See the Only Store File Path field description below.
Tip: You can select multiple files by holding down the Ctrl key and clicking each file in turn. By importing several files together, you assign them the same grid information. For example, Classification.Anchor O_18798 O_18798 - Click
Anchor O_6875 O_6875
The Source Path field is updated with the selected file names. - Either:
...
- • select the Only Store File Path field to link to the document on the server
...
- • clear the Only Store File Path field to embed the document in the Synergetic database.
- Type in a Description for the document.
- Select a Document Classification.
- Select Add Tagged ID's.
- Update any other selections, if required.
...
...
- Click
The documents, or their links, are added to the tag list's available documents.
Note: You can review the document on the DocMan tab of the relevant maintenance window.Anchor
Import Document window key fields and buttons
Fields
Field | Description | ||||||
|---|---|---|---|---|---|---|---|
Store URL | Select to enter a URL into the Source Path instead of a directory path. | ||||||
Source Path | Directory path of the source document, the document name and its file extension if linked to a document on a file server or PC. | ||||||
Only Store File Path | Clear this field to embed the document in the Synergetic database. The advantage is that you do not need to be concerned about the path of source documents but it does increase the size of the database.
| ||||||
Description | Meaningful description for the document. | ||||||
Document Classification | Classification of the document. | ||||||
Source Code | Source of the item. Typical examples include:
| ||||||
Source Date | Date that the source document was created. | ||||||
Source Reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared. | ||||||
Add Tagged ID's | Select to add the document to all of the tagged community records. |
Buttons
Button | Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Browse for the document. | ||||||||||||
Import the document and embed or link to either:
| |||||||||||||
| Cancel importing the document. |