Use the DocMan tab to add documents, spreadsheets and pictures to a student's file.
Also see Using document management (DocMan) in the Introduction manual.
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To open the DocMan tab:
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Past Student Maintenance - DocMan tab key fields and buttons
Fields
Field | Description |
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Classification | Classification of the documents to be displayed. Access to documents can be restricted based on user security levels. |
Document Type | Type of document. For example:
Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See luDocumentType lookup table in the Synergetic System maintenance manual. |
Description | Filter the documents to those which have the typed words in the description. |
Source Reference | Filter the documents to those which have the typed words in the source reference. |
Grid area fields
Field | Description |
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Created Date | Date and time the document, spreadsheet or picture was imported into Synergetic. |
Classification | Classification of the document. |
Description | Short description of the document. |
Source Code | Source of the document. Typical examples include:
Document sources are maintained in the luDocumentSourceCode lookup table. See luDocumentSourceCode lookup table in the System maintenance manual. |
Source Date | Date the document was published or received. |
Source Reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared. |
Source Path | Location of the document in the file system or URL. |
Type | Type of document. Typical examples include:
Document types are maintained in the luDocumentType lookup table. See luDocumentType lookup table in the System maintenance manual. |
Seq | Unique number identifying the document. |
Buttons
Button | Description | ||||||
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O_3144 | | Open the highlighted document in the appropriate application to view the document. | |||||
O_3145 | O_3145 | | Import a document, spreadsheet, picture or link an external web page. See:
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Export a document, spreadsheet or picture.
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O_3147 | O_3147 | | Open the highlighted document on the DocMan tab and update the information about the document. Anchor | | |||
O_3148 | | Delete the highlighted document from the DocMan tab. Anchor | | O_15454 | O_15454|||
Maintain the community members linked to the document, spreadsheet or photo. You can:
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DocMan Links window key buttons Anchor
Button | Description | |||
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O_24642 | O_24642 | | Add a community member to share the document. | |
O_15459 | O_15459 | | Add the document to the DocMan tab for each of the community members contained in the current tag list. | |
Remove the document from the DocMan tab of the highlighted community member. | ||||
O_15458 | O_15458 | | Remove the document from the DocMan tab of all community members in the current tag list. |
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