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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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186 results found

  1. Add option to initial important sections of a document before signing a document.

    Add option to initial important sections of a document before signing a document.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  2. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    59 votes

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    4 comments  ·  Documents  ·  Admin →
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  3. 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

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    0 comments  ·  Photos  ·  Admin →
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  4. Adding a insert template field for personal signatures

    the ability to choose an insert template field for different signatures

    6 votes

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  5. Subcontractors can upload photos to JN

    Our field requires pre-job, in-progress, and completion photos. Since we deal daily with subcontractors, it would be great if they can send photos to the job in JN directly, without a user having to transfer the photos that subs send by text or email and download and upload and erase from our download folders. Time consuming and not efficient.

    15 votes

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  6. Search, Sort, and Filter Files

    Need these in our daily business:

    Files to sort by Created Date

    Files to sort by Name

    Files to sort by Types in a single view

    Files to sort by Users

    To name and re-name uploaded pdf and photo files

    2 votes

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  7. open documents in new window

    Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…

    4 votes

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    0 comments  ·  Documents  ·  Admin →
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  8. 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

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    0 comments  ·  Forms  ·  Admin →
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  9. 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

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    3 comments  ·  Photos  ·  Admin →
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  10. 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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    0 comments  ·  Templates  ·  Admin →
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  11. Bigger images on the Job level

    Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.

    3 votes

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    0 comments  ·  Photos  ·  Admin →
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  12. 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

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    0 comments  ·  Photos  ·  Admin →
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  13. 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?

    7 votes

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  14. moving multiple photos

    I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.

    6 votes

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    0 comments  ·  Photos  ·  Admin →
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  15. Organize attachments in order

    I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  16. E-signature for Invoices - D-sign

    The ability to add an e-signature line directly to an invoice, specifically.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  17. Ability to create Google-style documents and spreadsheets

    Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  18. 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

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    1 comment  ·  Documents  ·  Admin →
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  19. Option to show all documents in the activity feed

    We would like the option to have activities and documents combined so that they both show up in the activity feed.

    2 votes

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  20. Document ID attached to all pages of signed document

    Would like to see the Document ID attached to all included pages generated, including the Signature page.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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