Document management allows for things such as images, brochures, manuals, certificates, plans, signatures, licences, etc. being easily stored and located against jobs, stock, quotes, cardfiles and more.
Documents include full version control, security, as well as drag and drop functionality. As an example, to attach a relevant document to a job (a service bulletin, for instance), drag the file from Windows File Explorer and drop it directly onto the job. Copy and paste from the clipboard is also possible.
The Document object features include:
▪Document management, including version control, security, drag and drop functionality.
▪Supports any type of document, including PDF, Word, Excel, images, audio, video, etc.
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The built in previewer natively supports PDF, TXT, HTML, HTM, BMP, PNG, GIF, JPEG files. |
▪Security can be set at both user and security group level.
▪Documents can be linked to Jim2 objects: jobs, quotes, stock, cardfiles.
▪Document groups, categories and tags.
▪Special support for signed documents (signed reports via Jim2 Mobile).
▪Document usage, including number of links and email count.
▪List and folder view, like Windows File Explorer.
▪Related documents.
▪Document emailing functionality.
▪Documents can be linked to an external file rather than being loaded into the Jim2 database.
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Some letters in the field names within the header are underlined section, eg. Folder. Using Alt+ the underlined letter will jump to the field beside that heading. |
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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. |
See also: