Using document management (DocMan)

Many of the SynWeb modules include a DocMan bar that allows you to attach useful documents or photos to the community member's record.

How to:

Import any document, spreadsheet or picture into Synergetic and link a community member to it. See Importing one or more documents (on page ).
Import any URL/web link and link a community member to it. See Importing one or more URL/web links (on page ).
Import a document, spreadsheet or photo to everyone in a group of community members using a tag list. See Linking documents using tag lists (on page ).
Modify the details of an imported document. See Updating document details (on page ).

DocMan bar key fields and buttons
Document Filters area
The selection area consists of fields used to determine which documents are displayed.

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: 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 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: DOC (Word document) JPG (Photo using the Joint Photographic Experts Group format) PDF (Adobe Acrobat file) XLS (Excel spreadsheet). 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.
	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: Click the Delete icon. The following window is displayed. Click to confirm the deletion.