Most Jim2 objects (jobs, quotes, etc.) support linked documents. This is useful for attaching documents that are specific to the object. Here are some examples:
▪A picture of a faulty product linked to a service job (ie. attach a photo to a job).
▪A signed service report linked to a service job.
▪A signed delivery docket linked to a sales job.
▪A product picture linked to stock.
▪A network diagram linked to a project.
▪A signed acceptance form linked to a quote.
▪A document to a card file.
▪In fact, any type of file linked to almost anything.
A document in Jim2 is just that – a standalone document, and it can be linked to one, many or no Jim2 objects.
Adding a Document to an Object Using Drag and Drop
Typically, if adding a document to a job, for example, you would view the job, then drag and drop the file 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.
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Once added, the document will be accessible via that job’s Documents tab. A number will be displayed on the tab to show the number of documents linked to the job. That number will increase as you add more documents to that particular job. |
Adding or Linking an Existing Document to an Object Using the Document Tab
You can manually add or link to an existing document directly from the object's Document tab, as follows:
▪Open the object in Add or Edit mode.
▪Select the Documents tab.
▪Click Add New, or Link Existing.
▪Select the document from the list.
Unlinking/Deleting a Document From an Object
You can also 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.
▪Select the Documents tab.
▪Select the document from the grid.
▪Click Delete Document or Remove Link.
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Use caution if deleting a document as it might be linked to other objects aside from the one you are currently viewing. |
Documents Related to an Object
When viewing an object (job, quote, etc.), all documents related to that object are available from the object’s Documents tab.
Additional documents related to objects:
Jim2 object |
Documents available from object’s Documents tab |
|---|---|
Job |
Job Item Project Linked Quote Previous Job |
Quote |
Quote Item Project |
Purchases |
Purchase Linked Expense Linked Job |
Project |
Project Item Master Project |
Stock |
Stock Manufacturing Item Service Item |
Item |
Item Stock (if linked) Related Service or Manufacturing Item |
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Since all documents are stored inside your Jim2 database, your Jim2 backup file size will increase accordingly. See Database Size Maintenance for more information. |
Further information: