Jim2® Business Engine Help File

Document lists are much like other lists in Jim2, but with increased functionality. They can be pinned, named, live, etc. and you can have a maximum of 25 lists in the Nav Tree at the same time.

 

 

Folder View

By default, a document list opens in Folder view, providing a tree of document folders and a list of documents in the selected folder. Additionally, a preview of the currently selected document appears in the Preview Pane.

 

 

Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid you wish to sort, then drag it to the Group By area to group.

 

 

Clicking on a document folder automatically runs the list, displaying the related documents within that folder.

 

There are two special folders that are always present in Document folders:

 

 

Search View

Clicking on the Search tab opens additional search criteria and hides the document folders. In this case, the list behaves the same as a standard Jim2 list. Enter search criteria, and click Run. Using the CardFile# search criteria will generate a list of all documents related to a specific card file.

 

 

List Layout

The way that documents are displayed in a list can be changed via the List Layout group.

 

 

The available layouts are:

▪Details

▪Medium icons

▪Large icons

 

An additional icon in this ribbon group, Show Hidden, displays all documents including those flagged as Hidden. This is typically used to filter out object-related documents from document lists. Hidden documents can still be viewed in a document list, by selecting Show Hidden.

 

 

Note: When adding a document to an object (ie. a job), the Hidden box will be ticked.

 

All four of the List Layout functions are list specific.

 

 

Multi–Select

Document lists allow multi–selection using the standard Windows Ctrl or Shift + left mouse click. This is particularly useful when wanting to delete documents or move them to another folder.

 

You can also apply security to multiple documents using multi-select. Simply select all the documents you wish to change, right click and select Document Properties, then go to the Security tab.

 

 

Moving Documents

The Document list allows the quick and easy moving of one or more selected documents from one folder to another.

 

Move one or more documents as follows:

▪Open a Document list in Folder view.

▪Select one or more documents within the list (see Multi–Select, above).

▪Drag and drop the selected documents onto the desired document folder.

 

Deleting Documents

You can delete one or more documents as follows:

▪Open a Document list, and select the appropriate folder.

▪Select one or more documents within the list (see Multi–Select, above).

▪Click the Delete Document icon in the Document Actions ribbon tab group.

 

Right-Click Options in the Document List

 

 

Right Click Options in the Nav Tree

 

After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Documents tab, except for the last tab, which will reset all tabs to the default.

 

 

 

Further information: