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- Create a tag list containing the community members you want to link the item to. See Tagging community records for later use (on page ).
The Tag List window is displayed.Anchor O_17284 O_17284 - Click
on the Tag List window.
The Import Document window is displayed.Anchor O_30368 O_30368 - Click
A window is displayed, similar to the example below. - 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. - Click
The Source Path field is updated with the selected file names. - Either:
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- • select the Only Store File Path field to link to the document on the server
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- • 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.
To review the document attachments:
- Open the DocMan tab in the module you are using. For example:
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- • Select Module > Students > Community Maintenance.
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- • Search for the community member.
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- • Click the DocMan tab.
The DocMan tab is displayed.Anchor O_17331 O_17331 - Select the document that you have just added.
- Click
The list of community members that the document is attached to is displayed on the DocMan Links window.Anchor O_15457 O_15457