Documents

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On the ribbon, go to Tools > Options > Documents.

 

docoptions

 

From this screen the following options can be set, all of which will have a global impact, meaning that every user accessing Documents is affected by what is set up here. The purpose of each field is described below.

 

Option Setting

Default Value

Description

Maximum Document Size

10Mb

This option allows setting the maximum single document size (in megabytes) that can be added to the Jim2 database.

Maximum Document Versions

10

Enter the maximum number of revisions to a document that Jim2 will keep track of when using version control. Older versions will be deleted if the revision count is exceeded.

Email Document as link

Unticked

When emailing a document that has an external link (eg. a copy is available on the web), a link to the document will be inserted into emails, rather than the actual document.

Default Document Security by Security Group

Unticked

This setting controls the default security applied to a document when first added. If not ticked, no security is applied by default. If ticked, the security levels that are set for Everyone and My Security Group will be applied.

 

Jim2 User Security overrides object level security settings. If a user is a member of a security group that cannot view documents, that user will be unable to view any document, regardless of the document’s security settings here.

 

Further information

Company

General

Job

Project

Asset

Quote

Purchase

CardFile

Item

Stock

Accounts

Banking

Scheduling

eBusiness

Other