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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 existing documents in Jim2.Cloud.

 

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

 

Add or link an existing document to an object using the Document tab

Manually add or link to an existing document (already in Jim2 Documents) directly from the object's Documents tab, as follows:

▪open the object in Add or Edit mode

▪go to the Documents tab in the footer

▪click Add New or Link Existing

▪select the document to add or link to.

add or link

 

Unlink/delete a document from an object

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

▪go to the Documents tab in the footer

▪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 currently being viewed.