Add a document via drag and drop
To add a document to a purchase/expense order, view the order, then drag and drop the file (from the drive/network) directly onto it.
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This option is not available for Jim2 Cloud users. |
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.
Add a document from clipboard
Right click on the document and select copy.
With the purchase/expense in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:
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Once added, the document will be accessible via that purchase/expense’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the purchase/expense. That number will increase as more documents are added to the purchase/expense. |
Add or link an existing document using the Documents tab
Manually add or link to an existing document directly from the order's Documents tab, as follows:
▪open the order in Add or Edit mode
▪go to the Documents tab in the footer
▪select Add New, or Link Existing
▪select the document from the list.
See Add or Link Existing Document for more detailed information.
Unlink/delete a document from a order
Unlink a document (ie. remove the link) or delete a document from a order in this manner:
▪open the order in Add or Edit mode
▪go to the Documents tab
▪select the document from the grid
▪select Delete Document or Remove Link.
See Add or Link Existing Document for more detailed information.
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Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed. |
