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Jim2® Business Engine Help File

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Add a Document Within Jim2.Cloud

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warning1

The drag and drop feature does not work within Jim2.Cloud.

 

The following explains how to add a local document, as well as how to add a document from an email attachment.

 

Add a Local Document

1.Right click on the local file, and select Copy.

2.With the object screen open (job, etc.), there are two ways of adding the document to Jim2.

On the Quick Access toolbar, click Add Document from Clipboard icon (this is the quickest way to add a document).

quick add document

Go to the Documents tab on the ribbon:

Add local doc to cloud

3.Select Add Document from Clipboard option. The document will be copied up, and may take a moment or two, depending on the size of the document. Jim2 may appear unresponsive while this is happening.

4.When the file has been copied to the cloud, the following will open with an additional ticked box: Link to Job #xxx (or whatever the object is that is open at this time).

link job to cloud deoc

5.Tick Link to Job#, then click OK.

Update the folder, category and tags (if applicable).

Info

You may need to hit the Refresh button in the Quick Access Toolbar refresh icon to see that the document has been added to the object.

 

Add a Document from an Email Attachment

1.Right click on the attachment in the email program, and select Copy.

2.From within Jim2.Cloud, go to the Documents tab of the object (job, etc.) to attach the document to.

add new doc

3.From the Documents tab click Edit, then Add New.

4.The screen that appears is the My Documents directory in the Cloud. Right click in a blank area and Paste the attachment. Depending on the size of the attachment, it may take a few moments to upload.

5.When the attachment appears, choose it, then click Open.

The same Jim2 Document screen as per the above image in point 4 above will open.

 

How to

Add a Document to Link to On Premises Document

Add a Document Within Jim2.Cloud

Change Password in Jim2.Cloud

Import Files from Your PC to Jim2.Cloud

Open or Save Files from Jim2.Cloud

Set up Jim2 Mobile for Jim2.Cloud

Set up Printer for Jim2.Cloud

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