Documents, Photos, Forms & Attachments
280 results found
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Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
2 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
55 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
14 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
55 votes -
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.
5 votes -
Stay on same place on the page when downloading photos
When downloading photos it scrolls you back to the top of the page. Allow the page to stay in the same place when a photo is downloaded.
2 votes -
Hide Forms Tab.
Be able to hide the forms feature.
2 votes -
Photo Activity
The abiltity to track the activity for photos when they are uploaded or deleted from a contact.
3 votes -
Time Date Stamp on photos
Time Date Stamp on photos
4 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 -
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.
6 votes -
Customize expiration time frame for Estimate/Document Signature Requests
I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours
32 votes -
Customize Document Status
I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."
3 votes -
Contact/Job photos inserted by template fields.
It would be greate to be able to have a way to have a blank space in a document that we can insert a photo from that specific client instead of having a photo as an attachment.
For instance, if I wanted to do a proposal but wanted to have a cover page that showed the front of their house. It's a photo that would change on each document created.
1 vote -
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 -
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 -
Drop down menu on document templates
When creating a document, it would be helpful to be able to insert a drop down menu to use in certain areas of the template for different options depending on items being mentioned.
4 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 -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
3 votes
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