Add or Link Existing Document

Manually add or link to an existing document (already in Jim2 Documents) directly from the object's Documents tab, as follows:

▪open the object in Add or Edit mode

▪go to the Documents tab in the footer

▪click Add New or Link Existing

▪select the document to add or link to.

Unlink a document (ie. remove the link), or delete a document from an object, in this manner:

▪open the object in Add or Edit mode

▪go to the Documents tab in the footer

▪select the document from the grid

▪click Delete or Remove Link.

Use caution if deleting a document, as it might be linked to other objects, aside from the one currently being viewed.