Documents, Photos, Forms & Attachments
28 results found
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Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
14 votes -
Form Fields to Fill Custom Fields
Ability for answers to Forms questions be mapped to custom fields.
10 votes -
Photo Report
I would like to create a report showing any new photo’s that were uploaded over a certain time period –
27 votes -
Mass Delete Photos and Attachments
I would like the ability to select multiple photos and attachments to be able to delete them.
71 votes -
Grid layout for photos
Currently the vertical layout works, but a photo grid would be much better.
We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.This same organization would be…
54 votes -
Add company documents to customer documents
When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.
24 votes -
Attach files in document to emails
Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.
25 votes -
The Ability To View a PDF as a PDF
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.
15 votes -
Larger embedded photos in work order
It is great and helpful that we are able to organize and attach photos automatically in the attached options but they photos are just to small. They are currently 5/8" x 1" 1/2 and would be great to get them closer to 1" 1/2 x 3" if possible or bigger. The idea is to at least fit two by each other side to side and will be followed below the sheet and if needed it will add another page for further picture attachments.
18 votes -
Save Checkbox State on Templates
I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.
15 votesThis is a known issue with our current template system and we plan to address it in the future. No timeline is available currently, but we’ll update you as we get closer.
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The ability to upload existing company documents into the Templates, to create a Template from
During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.
Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.
31 votes -
Ability to access naturalForms from JobNimbus web app
It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.
16 votes -
More Photo Organization Options (grouping, rename, reorder)
The photos in jobnimbus do seem to go in the order that they are taking. Once you have named them they get disorganized even more. I would like to be able to organize the photos the way best to tell the story.
67 votes -
11 votes
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Search In Company Documents
you should have a search option in the document section
15 votes -
Improved Photo Viewer (Mobile & Web)
The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.
16 votesWe’re working on adding a better photo viewer for the mobile app and will update the web version in the future as well.
Thanks!
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Ability to Rearrange Photos Within Documents
All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.
21 votes -
Drag & Drop Attachments (Documents, Photos, etc)
Instead of having to browse to attach a picture or scanned document, it would be nice to be able to drag and drop it into the attachment section.
33 votesTotally agree!
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Better E-Signature Support (actual signature rather than typed, multiple signatures)
The signature that is placed on our documents when they are signed through email is too simple of a typeset. It makes it look faked. Is there any way to change the font?
We use templates to send contracts to our subcontractor's. If I use the "signature" built-in field, the only option is the Job's primary contact, not the subcontractor, unless they are a paying team member, which our subcontractor's are not.
42 votes -
Folders for Company Documents with Permissions
We would like to have the ability to nest folders in the company documents section. The current list feature can be confusing and difficult to sort through. Also it would be great to be able to control access to individual folders, as the current option is full document access or no access at all.
45 votes
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