You can import one or more documents and either:
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- Create your tag list. See:
• Tagging community members from the Tag List windowAnchor H_27185 H_27185 • Tagging individual community members from a grid H_27103Anchor H_27103 • Tagging multiple community members from a gridAnchor H_26951 H_26951 .
The Tag List window is displayed. - Click .
The Import Document window is displayed. - Click .
A window is displayed, similar to the example below. - Locate and select the document, spreadsheet or photo you want to import.
- Click .
The selected file name appears next to the Source Path field.
The Source Date updates to the current day's date. - Select a Document Classification.
- Select a Source Code.
- Type in a Source Reference.
- Type in a Description.
- Click .
- 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
Field | Description |
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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:
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. |
Description | Meaningful description for the document. |
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