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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Documents

Add or Link Existing Document

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Please see here for adding/linking documents in Jim2.Cloud.

 

Documents can be added to any Jim2 object displaying the Documents tab in the footer.

 

Adding or Linking an Existing Document to an Object Using the Documents Tab

You can manually add or link to an existing document directly from the object's Documents tab, as follows:

Open the object in Add or Edit mode.

Select the Documents tab.

Click Add New or Link Existing.

Select the document you wish to add.

add or link

 

Unlinking/Deleting a Document from an Object

You can also unlink a document (ie. remove the link), or delete a document from an object, in this manner:

Open the object in Add or Edit mode.

Select the Documents tab.

Select the document from the grid.

Click Delete or Remove Link.

 

Info

Use caution if deleting a document, as it might be linked to other objects, aside from the one you are currently viewing.

 

Further information: