Tabs in the Footer

Back Top Previous Next
doc tabs

 

Document tab

Information displayed in this tab relates to document versions and updates. In Tools > Options > Documents, choose the maximum number of document versions, as well as a maximum document size.

 

versions

 

As revisions are made to documents, the Document tab will show information relating to the version, including the revision number, date updated, etc. It is recommended to enter a comment explaining what the revision was for, as this will be displayed in the Update Comments field, along with which user updated it.

 

update comments

 

Links Tab

links

 

The Links tab will list all Jim2 objects linked to this document. For instance, in the above example, the image is linked to a stock object. When opening that stock record, the image will be displayed in the Details screen.

 

image in stock2

 

Security Tab

doc sec

 

When adding a document, the default security settings in Tools > Options > Documents will be applied. These can be overridden at the time of adding the document, or at a later date by editing the document and selecting the Security tab. If a user or security group does not have rights to view/edit/delete a document, that document will not be visible or available in any way.

 

Further information

Documents

Document Options

Document Security

Documents and Email

Documents and Jim2 Mobile

Documents and Objects

Document lists

Document Preview

Document Status

Folders, Groups, etc.

Hidden Documents

Version Control

 

How to

Add a Document

Add a Document to Link to On Premises Document (Jim2.Cloud)

Add a Document Within Jim2.Cloud

Add Documents/Images to Jim2 Mobile

Add or Link Existing Document

Check Out/In a Document

Email Documents from Jim2 Mobile

How to Add a Document Within Jim2.Cloud

Database Size Maintenance