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Following Jim2’s workflow methodology, documents are status driven. There are four inbuilt (system) statuses as shown in the table below.
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Booked
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The default status when adding a new document.
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Cancel
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The document has been cancelled.
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Check Out
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The document is currently checked out.
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Finish
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The document has been completed.
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In addition to Folders, Tags and Category, documents can also have a defined usage. There are seven built in usages:
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Image
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The document is an image that may be used to add to a quote, stock, etc. For example, a picture of a faulty product linked to a service job.
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Signed Document
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The document is a signed report, ie. a report generated by Jim2 which has been signed by a customer and/or technician and has been saved as a document. This feature is available via Jim2 Mobile.
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Signature
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The document is an image of a user’s signature. This is used when signing reports via Jim2 Mobile.
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Picture
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The document is a picture typically used to identify a document as an image to be used on websites, etc.
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Image 16x16,
Image 32x32,
Image 128x128
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Different sizes of images, which may be used to add to stock, etc. For example, a product picture linked to stock.
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The purpose of usage is mainly for filtering lists, and for default stock images, etc.
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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
Documents and Objects
Document Lists
Document Preview
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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