Debtor Maintenance - DocMan tab
Use the DocMan tab to maintain debtor documents such as sales receipts.
Also see Using document management (DocMan) in the Introduction manual.
Debtor Maintenance - DocMan tab key fields and buttons
Fields
Field | Description |
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Classification | Classification of the documents to be displayed. Access to documents can be restricted based on user security levels. Select the classification from the drop-down list to filter the documents displayed. |
Document Type | Type of document. For example:
Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See luDocumentType lookup table in the Synergetic System maintenance manual. Select the type of document from the drop-down list to filter the documents displayed. |
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. |
Grid area fields
Field | Description |
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Created Date | Date and time the document, spreadsheet or picture was imported into Synergetic. |
Classification | Classification of the document. |
Description | Short description of the document. |
Source Code | Source of the document. Typical examples include:
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Source Date | Date the document was published or received. |
Source Reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared. |
Source Path | Location of the document in the file system or URL. |
Type | Type of document. Typical examples include:
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Seq | Unique number identifying the document. |
Buttons
Button | Description |
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Open the highlighted document in the appropriate application to view the document. | |
Import a document, spreadsheet, picture or link an external web page. See:
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Export a document, spreadsheet or picture.
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Open the highlighted document on the DocMan tab and update the information about the document. Note: You cannot update fields if the document is a photo loaded using Photo Maintenance. | |
Delete the highlighted document from the DocMan tab. Note: Deleting an embedded record deletes the original document, spreadsheet or picture from the Synergetic database. Deleting a linked document removes the link from the Synergetic database but does not affect the original document. | |
Maintain the community members linked to the document, spreadsheet or photo. You can:
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DocMan Links window key buttons
Button | Description |
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Add a community member to share the document. See Sharing a document with other community members in the Introduction manual. | |
Add the document to the DocMan tab for each of the community members contained in the current tag list. | |
Remove the document from the DocMan tab of the highlighted community member. | |
Remove the document from the DocMan tab of all community members in the current tag list. |