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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

48 results found

  1. 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.

    24 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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  2. 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.

    21 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  3. 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

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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  4. 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 votes

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    4 comments  ·  Documents  ·  Admin →
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  5. 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.

    28 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  6. Search In Company Documents

    you should have a search option in the document section

    13 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  7. 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.

    20 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  8. Name Documents, Estimates, etc.

    When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)

    13 votes

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    3 comments  ·  Documents  ·  Admin →
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