You can modify the details for an imported document or replace the document itself.
If you imported several files at once, this results in multiple entries; one for each document. You can:
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Also see:
Note: You cannot update fields if the document is a photo loaded using Photo Maintenance.
To replace a document and update its details:
- Click
Anchor O_3147 O_3147 Click on the DocMan tab.
The Update document details window is displayed.Anchor O_18800 O_18800 - Click
A window is displayed, similar to the example below. . - Locate the document, spreadsheet or photo you want to replace the existing document with.
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. - Click
The Source Path field is updated with the details of the server, directory and file name. . - 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. - Update the Description for the document, if required.
- Update the Document Classification, if required.
- Update any other selections, if required.
- Click
The document, or its link, and the details are updated. .
Update Document Details window key fields and buttons
Fields
Field | Description |
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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.
If you select this field, it is recommended that you specify the Source Path using a UNC (Universal Naming Convention) format: where:
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Description | Meaningful description for the document. |
Document Classification | Classification of the document. |
Source Code | Source of the item. Typical examples include:
Document sources are maintained in the luDocumentSourceCode lookup table. See luDocumentSourceCode lookup tablein the Synergetic System maintenance manual. |
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 |
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Browse for the document. | |
Import the document and embed or link to either:
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Cancel importing the document. |