Using the DocMan Bulk Print window

Modified on Sun, 19 Apr at 11:22 PM

You can use the DocMan Bulk Print/Email window to:

view all of the DocMan documents managed in Synergetic
filter to view documents based on certain criteria
to print or email DocMan documents
tag community members associated with documents.

Note: You can only use the DocMan Bulk Print/Email window if you have the appropriate security permissions.
The window is divided into three main sections:

filter selections to control which items are displayed in the grid
grid area to view all DocMan items within the filter selections
buttons to open, print or email one or all of the displayed items.

You can also use the buttons to tag community members from a document they are linked to.

Opening the DocMan Bulk Print/Email window

To open the DocMan Bulk Print/Email window:

Select System > DocMan Bulk Print/Email.
The DocMan Bulk Print/Email window is displayed.

Doc Man Bulk Print window key fields and buttons
ID Filters area
Fields

Field	Description
ID	ID of the community member whose documents are to be displayed.
Tagged IDs	Select to display documents for tagged community members.
Group by ID	Select to list the documents grouped by community member ID.

Buttons

Button	Description
	Search for a community member ID.
	Switch to the Tag List window.

Student Filters area
Fields

Field	Description
Students Only	Select to only show student records. Note: Selecting this field displays the Send to Parents field in the Document Actions area.
Campus	Campus that the student belongs to.
Sub School	Sub school that the student belongs to.
Year Level	Year level that the student belongs to.

Document Filters area
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	Filter the documents to those which have the typed words in the description.
Source Reference	Filter the documents to those which have the typed words in the source reference.

Date Filters area
Fields
Note: The default date range is the current year.

Field	Description
From	Show documents added after this date. Select to show all documents added before the To date.
To	Show documents added before this date. Select to show all documents added after the From date.

Document actions area
Fields

Field	Description
Send to parents	If this field is selected, the email is to be sent to the parents of the listed recipients. See Sending emails from a grid. Note: When this field is selected the parent records will be marked with a "+" in the Merge fields area.

Field

Description

Send to parents

If this field is selected, the email is to be sent to the parents of the listed recipients. See Sending emails from a grid.

Note: When this field is selected the parent records will be marked with a "+" in the Merge fields area.

Buttons

Button	Description
	Open the document selected in the grid area.
	Print the document selected in the grid area using the default printer settings for its document type.
	Print all of the documents in the grid using the default printer settings for the document types.
	Email the selected document using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual.
	Email all of the documents in the grid using the Send Email(s) window. See Using the Send Email(s) window in the Introduction manual.
	Add the community member associated with the current document to the tag list.
	Add all community members associated with documents currently displayed in the grid to the tag list.