How To: Make Documents Useful

Posted January 31, 2011 by Geni | 5 Comments

So, you uploaded a document to Geni. Now what do you do? It’s not doing any good just sitting there without being linked to the relevant data.

First off, go to the documents page on Geni.
Step 1

Next, click on the document in which you’d like to add your data.

Now click on the edit button in the upper righthand corner.
Step 2

Now, you’ll want to provide as much information as possible about your document. Give it a meaningful title that explains what it is. Choose from the drop-down menu which collection this document should be filed under. Event, location, people, and description are all very important in using your document as a source.
Step 3

When you’re through putting in all of the relevant information, just click save. All of your data now has the ability to be cross-referenced. When you look up Uncle Bob, you’ll see that he was in the 1880 census that you uploaded. Once you do a little work upfront, the info will always be at your fingertips.

Share:

  • shell4you

    this is awasome, now i just have to try it out seeing as i have been adding documents as photo’s and tagging people in the tree the dadta connects to that way,

    • http://twitter.com/GeniGrant Grant Bru00fcnner

      You can convert photos to documents. I’ll be doing that as a walkthrough in the coming days.

      • http://twitter.com/Martti_ Martti

        What will be the point doing so – converting photos to docs?

  • Jeffg

    Don’t forget to attach it as a source for important dates and names. :-)

  • Arthur Kessner

    I’d sure like to make my document usable to my relatives. But I can’t.nMy document can’t be seen by any of my relatives.nWhy not??nnI’ve been asking why not for days and nobody answers. Why not??????????