Documents, Photos, Forms & Attachments
196 results found
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Uploading PDF's to JobNimbus and being allowed to sign them.
Uploading PDF's to JobNimbus and being allowed to sign them.
7 votes -
5 votes
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Drop down menu on document templates
When creating a document, it would be helpful to be able to insert a drop down menu to use in certain areas of the template for different options depending on items being mentioned.
4 votes -
Customize Document Status
I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."
3 votes -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
3 votes -
Option to expire document signature link
If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.
3 votes -
Template Questions- Make boolean default to "No" if left unchecked
When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.
4 votes -
Add signed status to documents
Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!
5 votes -
Ability to add custom columns to Templates
Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.
4 votes -
Notifications to sender on signature documents
Customer wants a notification for the sender when just her customer is required to sign a document with the new signature feature.
6 votes -
Adding a insert template field for personal signatures
the ability to choose an insert template field for different signatures
6 votes -
Resize Images
Ability to resize photo.
5 votes -
Fix photo problem
Photos import from the last job viewed. Requires the user to refresh the browser every time they are viewing a new job. Super annoying and could cause problems if someone made a decision based on the wrong photos. Please fix
8 votes -
Change Photo Resolution/Size Options
When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?
10 votes -
Recover Deleted Photos
Be able to recover deleted photos and see any activities related to photos in the activity report (e.g. who deleted a specific photo).
5 votes -
Separate photos from Documents in Access Profiles
I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.
Photos really are separate, and have different levels of sensitivity than actual documents.
13 votes -
Ability to add fields in forms and send to sign options
I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.
9 votes -
Better organization for documents and photos
We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...
17 votes -
Open two documents at once
I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.
3 votes -
Add more invoice template options or allow more formatting options.
There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.
8 votes
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