Documents, Photos, Forms & Attachments
287 results found
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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 -
Ability to layout a page similar to MS Word function
I hope I'd be able to edit a document as it's shown on paper. I find it hard to format the document without seeing the content on the paper size itself. It seems like JobNimbus does all the formatting at this time.
If there could be an option to see and change the paper size, that would be great as well.
3 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 Order of Attachments on Created Documents
The ability to change the order of documents when multiple attachments are placed on a document template/created document.
2 votes -
Download All Unique IDs
Please make the unique ID (the random letters and numbers) generated and added to the end of the file name when download all the photos more professional.
4 votes -
Add "select all" when creating a photo sheet from a template so we don't have to select 40+ photos one-by-one
The problem is that when you create a photo sheet from a template, you have currently have to select all photos you want in the photo sheet one-by-one. That is okay for a few photos but not when you want to select all 50+.
3 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 -
Multiple photo issues after update
- Photo viewing not working on iPad Pro. The pictures do not load full screen, they only load in the side view one at a time.
- You cannot scroll through pictures on iPhone or iPad (not working entirely on iPad), you have to click one at a time and close out of each individual picture. This is very cumbersome and breaks the flow of client meetings.
- Multiple photo batch uploading from camera roll in the field not working. This results in not being able to review photos with JN with the client on site.
- Photos taken from the JN app or…
4 votes -
Track COIs - Vendor/Contractors Certificates of Insurance
Tracking subs COIs, Certificates of Insurance, is a timely, but necessary part of contracting. It would be incredibly helpful to have this an option for all of us. I know that other CRMs allow for it.
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 -
automation trigger for document/photo upload filtered by status
Please add the ability to filter by job status when utilizing photo uploads as a trigger.
This would allow us to more efficiently track jobs especially when using CompanyCam integration.
1 vote -
move the Create Document Button
Please move the "Create Document" button up above the Template Content Window.
It is easy to miss this button because it's way down below.
1 vote
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