Many of the SynWeb modules include a DocMan bar that allows you to attach useful documents or photos to the community member's record..gif)
How to:
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DocMan bar key fields and buttons
Document Filters area
The selection area consists of fields used to determine which documents are displayed..gif)
Fields
Field | Description |
|---|---|
Classification | Select the document classification to filter on. |
Document Type | Select the document type to filter on. |
Description | Type in a description to filter the documents on. |
Source Reference | Select the document source reference to filter on. For example, Manual Load. |
Grid area
The grid area consists of:
- key fields for each of the documents
- command links for actions that can be performed for the document.
Fields
Field | Description |
|---|---|
Created | Date the document, spreadsheet or picture is imported into Synergetic. |
Classification | Classification of the document. Document classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
Description | Meaningful description for the document. |
Source code | Source of the item. Typical examples include:
Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
Source date | Date that the source document was created. For example, if you are importing a historical picture you might specify the date when the picture was taken. This defaults to the current date and time for new entries. |
Source reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared. |
Type | Type of document. Typical examples include:
Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
View | View the selected document, photo or spreadsheet in a new browser window. |
Buttons
Button | Description |
|---|---|
| Launch the Add Document window to add a new document.
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| Download the selected document, photo or spreadsheet. |
| Launch the selected document, photo or spreadsheet in a new window. |
| Edit the details of the selected document, photo or spreadsheet in the Attach Document window. |
| Delete the selected document, photo or spreadsheet from the list of documents. To do this:
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