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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

47 results found

  1. Document esigned status

    I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.

    1 vote

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  2. Create Fillable PDF's inside JobNimbus

    Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.

    4 votes

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  3. Template questions with a Photo type

    Include a Photo type question to the template questions so I can select specific photos for specific areas on a document

    2 votes

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  4. Restrict visibility access for different Attachment Categories

    Visibility on different types of documents.

    Prevent certain groups/individuals to be able to see certain types of Attachment Categories.

    1 vote

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  5. The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    1 vote

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  6. 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.

    1 vote

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  7. when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.

    when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX

    1 vote

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  8. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    3 votes

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  9. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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  10. 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.

    3 votes

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  11. 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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  12. 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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  13. Ability to delete or hide company documents that are associated with active records.

    Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.

    8 votes

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  14. Allow us to edit forms that have already been submitted and delete old forms from jobs

    We need to be able to access forms from a desktop as well as be able to edit forms that have already been submit in case of error or mistake or something changing.

    16 votes

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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 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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  16. Make uploaded docs be automatically marked as private.

    Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.

    4 votes

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  17. 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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  18. Ability to print signature requested doc

    Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.

    5 votes

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  19. 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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  20. Folder creation from Job/contact documents

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

    5 votes

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