Add and Link to On Premises Document

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For each user to be able to access documents stored on premises from within Jim2Cloud, they must all have the same drive maps to the shared location. In this example, there is a Z drive mapped.

 

mappeddrive

 

The locally mapped Z drive will show when used from the Cloud.

 

From a job or quote, go to the Documents tab, and select Add Document:

 

addnewdoc

 

warning1

This must be performed from the Document tab as it will not work in a document list. This is because the second prompt below does not include the Link to file only option from within the document list.

 

Select Open Document, and the New Document screen will open:

 

linktofile

 

When ticking the Link to file only (Do not upload file to database) option, the file path is moved from the File field to the URL field. Once saved, the URL will be showing in the URL field:

 

doclink

 

Select the link and it will open.

 

Info

No preview is possible. Remember, Jim2 has to upload the data to the Cloud before it can be displayed. Non general file types cannot be opened if a previewer is not available in Jim2Cloud.

 

Further information

Jim2Cloud Technical Requirements

Jim2Cloud Status

Jim2Cloud_WindowsApp_Information

Jim2Cloud Setup and Access for PC

Jim2Cloud Setup and Access for MAC OS

Jim2Cloud Access for Android

Jim2Cloud Access for iOS

MFA on Shared Devices

Yubikey or FIDO2 Security Key Setup

Jim2Cloud Troubleshooting

Add a Document Within Jim2Cloud

Import Files from Your PC to Jim2Cloud

Open or Save Files from Jim2Cloud

Set up Jim2 Mobile for Jim2Cloud

Set up Printer for Jim2Cloud

Tyro EFTPOS Integration in Jim2Cloud