You can use the DocMan Bulk Print/Email window to:
- view all of the DocMan documents managed in Synergetic
- filter to view documents based on certain criteria
- to print or email DocMan documents
- tag community members associated with documents.
Note: You can only use the DocMan Bulk Print/Email window if you have the appropriate security permissions.
The window is divided into three main sections:
- filter selections to control which items are displayed in the grid
- grid area to view all DocMan items within the filter selections
- buttons to open, print or email one or all of the displayed items.
You can also use the buttons to tag community members from a document they are linked to.
Opening the DocMan Bulk Print/Email window
To open the DocMan Bulk Print/Email window:
- Select System > DocMan Bulk Print/Email.
The DocMan Bulk Print/Email window is displayed.
Doc Man Bulk Print window key fields and buttons
ID Filters area
Fields
Field |
Description |
---|---|
ID |
ID of the community member whose documents are to be displayed. |
Tagged IDs |
Select to display documents for tagged community members. |
Group by ID |
Select to list the documents grouped by community member ID. |
Buttons
Button |
Description |
---|---|
|
Search for a community member ID. |
|
Switch to the Tag List window. |
Student Filters area
Fields
Field |
Description |
---|---|
Students Only |
Select to only show student records. |
Campus |
Campus that the student belongs to. |
Sub School |
Sub school that the student belongs to. |
Year Level |
Year level that the student belongs to. |
Document Filters area
Fields
Field |
Description |
---|---|
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:
|
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. |
Date Filters area
Fields
Note: The default date range is the current year.
Field |
Description |
---|---|
From |
Show documents added after this date. |
To |
Show documents added before this date. |
Document actions area
Fields
Field |
Description |
---|---|
Send to parents |
If this field is selected, the email is to be sent to the parents or guardians of the listed recipients. See Sending emails from a grid. |
Buttons
Button |
Description |
---|---|
|
Open the document selected in the grid area. |
|
Print the document selected in the grid area using the default printer settings for its document type. |
|
Print all of the documents in the grid using the default printer settings for the document types. |
|
Email the selected document using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual. |
|
Email all of the documents in the grid using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual. |
|
Add the community member associated with the current document to the tag list. |
|
Add all community members associated with documents currently displayed in the grid to the tag list. |