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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

Add Documents to CardFiles

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Add a document via drag and drop

To add a document to a cardfile, view the cardfile, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

 

showhidden

 

Add a document from clipboard

Right click on the document and select copy.

 

With the cardfile in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

adddocclipboard

 

doctabqty

Once added, the document will be accessible via that cardfile’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the cardfile. That number will increase as more documents are added to the cardfile.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the cardfile Documents tab, as follows:

open the cardfile in Add or Edit mode

go to the Documents tab in the footer

select Add New, or Link Existing

adddoctocf

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a cardfile

Unlink a document (ie. remove the link) or delete a document from a cardfile in this manner:

open the cardfile in Edit mode

go to the Documents tab

select the document from the grid

select Delete Document or Remove Link.

deletecflink

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.