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.
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.
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.
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:
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