Documents and objects

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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.

 

hmtoggle_arrow1Add a document to an object via drag and drop

 

hmtoggle_arrow1Add or link an existing document to an object using the Document tab

 

hmtoggle_arrow1Unlink/delete a document from an object

 

See Add or Link Existing Document for more detailed information on the above ways to add documents.

 

warning1

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

hmtoggle_arrow1Documents related to an object

 

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

 

Quality

Since all documents are stored within the Jim2 database, the Jim2 backup file size will increase accordingly. See Database Size Maintenance for more information.

 

Further information

Document Security

Document Lists

Document Preview

Document Status

Folders, Tags and Categories

Hidden Documents

OneDrive and Sharepoint Integration

Tabs in the Footer

Version Control

Add a Document

Add or Link Existing Document

Check Out/In a Document