Document Lists

By default, a document list opens in Folder view, providing a tree of document folders and a list of documents in the selected folder. Additionally, a preview of the currently selected document appears in the Preview Pane.

Additionally, you can use the icons in the ribbon to view the images themselves within a list.

The built in previewer supports PDF, TXT, HTML, HTM, BMP, PNG, GIF, JPEG files, so other file types may not be able to be previewed. All other file types, including Word, a spreadsheet, etc. are previewed via Windows File Explorer preview plugins. This means that Windows typically needs that application to be installed in order for that file to be available in the Jim2 Document Previewer. In practice this is not generally an issue, as many viewers, for example Word, are freely available to download.

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

Selecting a document folder automatically runs the list, displaying the related documents within that folder.

There are two special folders that are always present in Document folders:

Going to the Search tab in the footer opens additional search criteria, and hides the document folders. In this case, the list behaves the same as a standard Jim2 list. Enter search criteria, and click Run. Using the Name search criteria will generate a list of all documents related to what is entered here.

The way documents are displayed in a list can be changed via the List Layout group.

The available layouts are:

▪Details

▪Medium icons

▪Large icons

▪Show Hidden

The Show Hidden icon displays all documents including those flagged as Hidden. This is typically used to filter out object-related documents from document lists. Hidden documents can still be viewed and opened in a document list, by clicking Show Hidden on the ribbon. They will appear in grey text.

Note: When adding a document to an object (ie. a job), the Hidden box will be automatically ticked. Untick this for it to appear in document lists.

All four of the List Layout functions are list specific, ie. choose a folder, then tick Show Hidden for that folder.

A document’s thumbnail image is generated automatically (where possible) when creating a new document.

Document lists allow multi–selection using the standard Windows Ctrl or Shift + mouse click. This is particularly useful when deleting documents or moving them to another folder.

Security can be applied to multiple documents using multi-select. Simply highlight all the documents to be changed, right click and select Document Properties, then go to the Security tab.

The Document list allows for quick and easy movement of one or more selected documents from one folder to another.

The procedure is as follows:

▪Open a Document list in Folder view.

▪Select one or more documents within the list (see Multi–Select, above).

▪Drag and drop the selected documents onto the desired document folder.

One or more documents can be deleted as follows:

▪Open a Document list and select the appropriate folder.

▪Select one or more documents within the list (see Multi–Select, above).

▪Click Delete Document in the Document Actions ribbon area on the ribbon.

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Documents tab, except for the last tab, which will reset all tabs to the default.