Documents make use of Groups as used in card files, stock, etc. with a slight variation – report groups are basically regarded as folders. The concept of a folder is explained in detail under Document lists.
Document folders, tags and categories are managed via Tools > Groups > Document Groups.
Folders are similar to standard report groups and can be up to five levels deep. Much like file folders under Windows, a document can only be in one folder at a time.
Example folders:
▪Sales > Stock > Images
▪Service > Tech > Manuals
Tags are much the same as non report groups. Documents can have multiple tags.
Example tags:
▪English
▪French
Category is much the same as brand or region. A document can only be in one category.
Example categories:
▪Plan
▪Article
▪Contract
You can also import non report groups from an XLSX file.
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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: