Action Centre - DocMan tab

Owned by Former user (Deleted)
Last updated: Nov 12, 2021 by Richard Kennedy (Unlicensed)

Use the DocMan tab to attach documents, spreadsheets or pictures to task messages in the Action Centre.

 Opening the DocMan tab

To open the DocMan tab:

  1. Click .
    Note: The Action Centre icon displays a combination of red, green and blue flags depending on the currently active messages.
    The Action Centre Summary window is displayed.
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    Tip: You can also click a link in the Action Centre Summary window to launch a specific message, task or alert in the Action Centre.
  2. Click .
    The Description tab of the Action Centre window is displayed.
  3. Select a task message in the Action Centre grid area.

    The Description tab of the Action Centre task message is displayed.
  4. Click the DocMan tab.
    The DocMan tab of the Action Centre task window is displayed.


Action Centre - 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 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

Type a description to filter the document on.

Source Reference

Select the document source reference to filter on. For example, Manual Load.

Grid area fields

Field

Description

Created

Date and time the document, spreadsheet or picture was imported into SynWeb.

Classification

Classification of the item.

Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Description

Meaningful description of the document.

Source Code

Source of the item. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo
  • Website.

Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

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 Maintaining lookup tables in the Synergetic System maintenance manual.

View

View the selected document.

Buttons

Button

Description

Launch the Add/Edit DocMan window to add a new document, spreadsheet or picture.