The Historical Documents tab displays a list of Synergy SE Historical
Documents that have been created and finalized. The Historical Documents
screen is essentially a virtual file cabinet that stores the student’s
historical records. Attached Documents is a feature that allows a user
to attach any miscellaneous document or file that is deemed necessary
to store in the student’s historical file.
Click the View
link in the Action column. The document will open in read-only
(.pdf) format.
Delete a Historical document:
Check the box on the
line of document to delete.
Click
at the top of the screen. The document is permanently deleted.
The Attached Documents section contains the following information:
Date (Displays the date the document was attached but can
be edited)
Category (Select from Category drop-down list)
Comment (Displays document name but can be edited)
Document (Displays document type (i.e. doc, pdf)
To attach a document:
Click . The Attach Document screen
pops-up in a separate window.
Click to select the file to
attach.
Select the document and click . An
Upload Successful Message will appear.
Click to close. The document will
appear in the Attached Documents Grid.
To edit details of the attachment:
Highlight the attached document row and click or just double click
on the row.
Click the Category to select the Category.
Change the name of the document in the Comment
textbox, if desired. Added by
user: and Date added
displays the date the attachment was added and the user who attached
it.
Historical Documents
box on the
line of document to delete.
at the top of the screen. The document is permanently deleted.
. The Attach Document screen
pops-up in a separate window.
to select the file to
attach.
. An
Upload Successful Message will appear. 
to close. The document will
appear in the Attached Documents Grid.
or just double click
on the row.
to select the Category.
.