Jim2® Business Engine Help File

Add a document via drag and drop

To add a document to a cardfile, view the cardfile, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

 

 

Add a document from clipboard

Right click on the document and select copy.

 

With the cardfile in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

 

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the cardfile Documents tab, as follows:

▪open the cardfile in Add or Edit mode

▪go to the Documents tab in the footer

▪select Add New, or Link Existing

▪select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a cardfile

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

▪open the cardfile in Edit mode

▪go to the Documents tab

▪select the document from the grid

▪select Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.