Documents, Photos, Forms & Attachments
207 results found
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Document Status changes with signature status
There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.
6 votes -
Upload PDF in Photos Tab
Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.
10 votes -
2 votes
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2 votes
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Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
2 votes -
Attach Links to Documents
Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.
2 votes -
Customizable Signature Line
I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.
4 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
4 votes -
Photo Report
I would like to create a report showing any new photo’s that were uploaded over a certain time period –
26 votes -
Subcontractor Access
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.
39 votes -
Moving the Signature Area
It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.
23 votes -
E-Signature for work orders
I would like to add an option to electronically sign a work order.
18 votes -
Customize the email "You have a document to sign"
The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.
20 votes -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
12 votes -
Ability to select email template when sending document for signature
Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.
23 votes -
Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
6 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
3 votes -
Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
20 votes -
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.
11 votes
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