Development Maintenance - DocMan tab

Use the DocMan tab to view, import, export, update and delete documents, pictures and spreadsheets related to the community member.

Also see Using document management (DocMan) in the Introduction manual.

Opening the DocMan tab

To open the DocMan tab:

Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
Click the DocMan tab.
The DocMan tab of the Development Maintenance window is displayed.

Development Maintenance - DocMan tab key fields and buttons
Fields

Field	Description
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: Microsoft Word Document JPG Photo Adobe Acrobat File Microsoft Excel Spreadsheet. Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See the 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
Created Date	Date and time the document, spreadsheet or picture was imported into Synergetic.
Classification	Classification of the document. Classifications are maintained in the luDocumentClassification lookup table. See luDocumentClassification lookup table in the System maintenance manual.
Description	Short description of the document.
Source Code	Source of the document. Typical examples include: Archive Magazine Newspaper School Photo Website. Document sources are maintained in the luDocumentSourceCode lookup table. See luDocumentSourceCode lookup table in the System maintenance manual.
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. This field shows the document's original location if the file has been embedded in the Synergetic database.
Type	Type of document. Typical examples include: DOC, DOCX (Microsoft Word document) JPG (photo using the Joint Photographic Experts Group format) PDF (Adobe Acrobat file) XLS, XLSX (Microsoft Excel spreadsheet). Document types are maintained in the luDocumentType lookup table. See luDocumentType lookup table in the System maintenance manual.
Seq	Unique number identifying the document.

Buttons

Button	Description
	Open the highlighted document in the appropriate application to view the document. For example, a community member's record includes a Microsoft Word document in the DocMan tab. Click to open the document in Microsoft Word.
	Import a document, spreadsheet, picture or link an external web page. See: Linking documents using a tag list in the Introduction manual Importing one or more documents in the Introduction manual.
	Export a document, spreadsheet or picture. To copy a document, spreadsheet or picture from the Synergetic database and save it in a Windows folder: Click . Browse for the folder. Click .
	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: view the community members who share a link to the document link a document to: one or more community members community members in the current tag list. remove the link to the: highlighted community member community members in the current tag list. See DocMan Links window key buttons below.

DocMan Links window key buttons

Button	Description
	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.