Most Jim2 objects support linked documents. This is useful for attaching documents that are specific to the object, for example:
▪a picture of a faulty product linked to a service job (ie. attach a photo to a job)
▪a signed service report linked to a service job
▪a signed delivery docket linked to a sales job
▪a product picture linked to stock
▪a network diagram linked to a project
▪a signed acceptance form linked to a quote
▪a document linked to a cardfile
▪in fact, any type of file linked to almost anything.
A document in Jim2 is a standalone document, and it can be linked to one, many or no Jim2 objects.
Add a document to an object via drag and drop
View the object, then drag and drop the file (from the drive/network) directly onto it.
See Add a Document for more detailed information.
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 clicked on the ribbon.
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Once added, the document will be accessible via that job’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the job. That number will increase as more documents are added to the job. |
Add or link an existing document to an object using the Document tab
Manually add or link to an existing document directly from the object's Documents tab.
Unlink/delete a document from an object
Unlink a document (ie. remove the link) or delete a document from an object.
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. |
Documents related to an object
When viewing an object (job, quote, etc.), all documents related to that object are available from the object’s Documents tab.
Additional documents related to objects:
Jim2 object |
Documents available from object’s Documents tab |
|---|---|
Job |
Job Item Project Linked Quote Previous Job All Cardfile Documents |
Quote |
Quote Item Project |
Purchase |
Purchase Linked Expense Linked Job |
Project |
Project Item Master Project |
Stock |
Stock Manufacturing Item Service Item |
Item |
Item Stock (if linked) Related Service or Manufacturing Item |
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Since all documents are stored within the Jim2 database, the Jim2 backup file size will increase accordingly. See Database Size Maintenance for more information. |
