Importing one or more documents

You can import one or more documents and either:

• link to the documents on a file server
• embed them in the Synergetic database.

You can import the documents and attach them to either the:

• Selected community member, such as a student or a staff member, as described below.
• Community members who have been tagged earlier. See Linking documents using tag lists.

To import one or more documents into Synergetic and attach them to the selected community member:

1. Search for the community member.
   For example, search for the student. See Searching for students in the Current students manual.
   The student's record is displayed on the Student Maintenance window.
2. Scroll down to the DocMan bar, if required.
3. Click the DocMan bar. See Current Student Maintenance - DocMan bar in the Current students manual.
   The DocMan bar is expanded.
   
4. Click .
   The Attach Document window is displayed.
   
   
   Note: The Attach Document window may appear slightly different depending on the browser that you are using. 
   
   
5. Select File in the Source Type field.
6. Click .
   A window is displayed, similar to the example below.
   
7. Locate and select the document, spreadsheet or photo you want to import.
   
8. Click .
   The selected file name appears next to the Document field.
   The Source Date updates to the current day's date.
   
9. Select a Classification.
10. Select a Source Code.
11. Type in a Source Reference.
12. Type in a Description.
13. Click .
    The documents, or their links, are added to the community members' available documents.
    
14. Repeat steps 4 through 13 until there are no more documents to link, or embed, for the community member.

Attach Document window key fields and buttons
Fields

Buttons