Updating document details

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

To update the document details of the document, photo or spreadsheet:

  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. If required, filter the documents:
    • Select the:
     - Classification from the drop-down list.
     - Document Type from the drop-down list.
    • Click.
  5. If required, scroll down to the required document.
  6. Click .
    The Attach Document window is displayed.
  7. Update the fields, as required.

    Tip: Some web browsers, such as Mozilla Firefox, have extra field editing features. You can drag the  icon on the bottom right-hand corner of the Description to adjust the size of the field.
     

Update Document Details window key fields and buttons
Fields

Field

Description

Source Type

Source type of the document. Select either:

  • File to import a file from your computer into the Synergetic database
  • URL to link to a website.

Document

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 Document 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.

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.

Description

Meaningful description for the document.

Buttons

Button

Description

Locate and select the document, spreadsheet or photo you want to import.

Upload the selected document, spreadsheet or photo.

Cancel the update.