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