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.
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.
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Manually add or link to an existing document directly from the object's Documents tab.
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Unlink a document (ie. remove the link) or delete a document from an object.
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See Add or Link Existing Document for more detailed information on the above ways to add documents.
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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.
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When viewing an object (job, quote, etc.), all documents related to that object are available from the object’s Documents tab.
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Additional documents related to objects:
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Job
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Job
Item
Project
Linked Quote
Previous Job
All Cardfile Documents
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Quote
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Quote
Item
Project
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Purchase
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Purchase
Linked Expense
Linked Job
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Project
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Project
Item
Master Project
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Stock
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Stock
Manufacturing Item
Service Item
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Item
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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.
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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
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