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You can import one or more documents and either:


  1. Create your tag list. See:

    Tagging community members from the Tag List window 
    AnchorH_27185H_27185• Tagging individual community members from a grid  AnchorH_27103
    H_27103• Tagging multiple community members from a grid  AnchorH_26951H_26951.

    The Tag List window is displayed.
  2. Click .
    The Import Document window is displayed.
  3. Click .
    A window is displayed, similar to the example below.
  4. Locate and select the document, spreadsheet or photo you want to import.
  5. Click .
    The selected file name appears next to the Source Path field.
    The Source Date updates to the current day's date.
  6. Select a Document Classification.
  7. Select a Source Code.
  8. Type in a Source Reference.
  9. Type in a Description.
  10. Click .
  11. Repeat steps 2 through 10 until there are no more documents to link, or embed, for the tagged community members.

Import Document window key fields



Source Path

Directory path of the source document, the document name and its file extension if adding a document on a file server or PC.\

This field is empty if the file has been embedded in the Synergetic database.

Tip: Click on the Source Path field to change the document you are adding.

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.

Document Classification

Classification of the document.

Document classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Source Code

Source of the item. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo.

Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Source Reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.


Meaningful description for the document.