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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

73 results found

  1. Folder creation from Job/contact documents

    Creating folders within the documents tab of a record could be helpful to locate certain documents faster.

    7 votes

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    0 comments  ·  Documents  ·  Admin →
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  2. Organize Documents

    It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.

    8 votes

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    0 comments  ·  Documents  ·  Admin →
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  3. Verify you want to send a non-financial document before sending

    When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.

    There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.

    1 vote

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  4. Option to selected signed with agreements

    With one of your upgrades you removed the option to change the status of an agreement to "Fully Signed". There are still many people that do not have the ability to electronically sign or want to wet sign an agreement. When we up load the agreement we can not indicate the agreement is signed under document status.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  5. More edit options for documents

    I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.

    6 votes

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  6. Have a way to search for the Contact/Job that a Company Document is related to.

    Have a way to search for the Contact/Job that a Company Document is related to. So that we can be able to delete the document.

    1 vote

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  7. 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

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  8. 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

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  9. 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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  10. 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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  11. 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

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  12. I'm so ****** right now

    I just spent an hour working on details months in the making in a document and when I clicked save it said session timed out and had to reload. All was lost. What you have done with Documents over the last few months is **** and it has been screwing our company big time. I can't understand why your teams are working on projects that make no sense when there are tons of other great projects, like so many users spend time posting on these feedback forms, need to be done! Estimating still blows, documents have gone in reverse and…

    1 vote

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  13. 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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  14. Document ID

    Ability to have the ID of documents (etc) to include customer details or the customers ID as well.

    1 vote

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  15. 2 votes

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  16. 1 vote

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  17. When downloading documents to have the same font size as shown in the system

    When downloading document from JobNimbus for the document remain in the same font size once opened in a different editor.

    1 vote

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  18. 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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  19. 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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  20. Ability to remove Document ID

    I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.

    12 votes

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