Linking documents using tag lists

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:

  • Community members who have been tagged earlier, as described below.
  • Selected community member, such as a student or a staff member. See Importing one or more documents.

To link a document, spreadsheet or picture to a number of different community members at once:

  1. Create your tag list. See:

    Tagging community members from the Tag List window
    • Tagging individual community members from a grid
    • Tagging multiple community members from a grid.

    The Tag List window is displayed.
  2. Click .
    The Import Document window is displayed.
  3. Click .
    A window is displayed, similar to the example below.
  4. Locate and select the document, spreadsheet or photo you want to import.
  5. Click .
    The selected file name appears next to the Source Path field.
    The Source Date updates to the current day's date.
  6. Select a Document Classification.
  7. Select a Source Code.
  8. Type in a Source Reference.
  9. Type in a Description.
  10. Click .
  11. Repeat steps 2 through 10 until there are no more documents to link, or embed, for the tagged community members.

Import Document window key fields



Source Path

Directory path of the source document, the document name and its file extension if adding a document on a file server or PC.\

This field is empty if the file has been embedded in the Synergetic database.

Tip: Click on the Source Path field to change the document you are adding.

Source Date

Date that the source document was created.

For example, if you are importing a historical picture you might specify the date when the picture was taken.

This defaults to the current date and time for new entries.

Document Classification

Classification of the document.

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

Source Code

Source of the item. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo.

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

Source Reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.


Meaningful description for the document.