Documents, Photos, Forms & Attachments
74 results found
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EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
10 votes -
Preview Documents in .doc Format
I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.
2 votes -
Require Input on Contracts
When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.
2 votes -
Multiple Different Signatures on 1 document
We have a contract that has multiple signature boxes and also witness boxes but at the end of the document it is only 1 signature for all signatures that is built into our contract and its electronic. I need the customer and the witness to sign each individual signature box with their signature NOT AN E SIGNATURE! It is very important when getting a legal binding contract signed that the customer sign with their signature so the cannot deny signing the contract.
1 vote -
Resort Template Questions
Resorting of template questions.
1 vote -
Template Questions write to custom fields
Template questions can write or be mapped to custom fields.
1 vote -
Add document attachments to Work Orders
Images are nice to add to line items in job nimbus, but often we need our guys to have access to the documents. Instead of filtering through the many documents on a job, we'd like to attach relevant documents to a work order.
1 vote -
Eagleview Map
Be able to choose which structure you want to pull measurements for when ordering an Eagleview.
1 vote -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
4 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
Automatic Save
When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.
1 vote -
Add Forms to Documents
I would like to be able to embed a form into a document
1 vote -
Scroll Through Multiple Documents
I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.
1 vote -
Checking off items on a Work Order
People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.
9 votes -
EDIT FILE NAMES
We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!
3 votes -
Estimate Line Item Custom Fields in a Document
Can we add a custom field for adding line items within a document? I don't want to include the entire estimate, but I want to be able to type in line items with a description and a price, just like we would if we were creating an estimate. I want these fields to populate when creating the document so we can type in the description and price and have it look presentable to the customer. I am currently manually doing this, and the spacing doesn't look great and its time consuming to try to align everything.
1 vote -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
7 votes -
The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…
9 votes -
File size issues
The file size restrictions of 100mb are very inconvenient when you have a large set of architectural drawings to upload. I have sets of drawings that i am breaking up by subsection already (arch, struct, elect, plumbing) that are STILL too large to upload at the 100mb. Even zipping the file is not helping. Some of the drawings sets are hundreds of pages and to have to break them out into separate documents is cumbersome and will be confusing when looking for something in the documents tab (especially that there is no sub-files to separate them into).
1 vote -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
15 votes
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