Object Agreement Maintenance - DocMan tab
Use the DocMan tab to maintain documents related to the agreement. For example, a copy of the insurance policy terms and conditions.
Object Agreement 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. |
Document Type | Type of document. For example:
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:
|
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:
|
Seq | Unique number identifying the document. |
Buttons
Button | Description |
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Open the highlighted item in the appropriate application to view or change the item. | |
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. | |
Delete the highlighted document from the DocMan tab. |