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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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280 results found

  1. Option to expire document signature link

    If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  2. 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.

    11 votes

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  3. 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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    0 comments  ·  Documents  ·  Admin →
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  4. 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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    0 comments  ·  Documents  ·  Admin →
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  5. 5 votes

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    0 comments  ·  Photos  ·  Admin →
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  6. Stop having JobNimbus automatically resend documents for e-signature.

    I have customers who cancel, yet JobNibus keeps on sending them their documents to sign. I can't delete the document because once it's sent for e-signature it's locked.

    1 vote

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  7. 1 vote

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  8. How can I enter photos/emails/ documents into the client's JobNimbus file when those documents are not coming in through JobNimbus (App for

    How can I enter photos/emails/documents into a client's JobNimbus file that do not come in through the JobNimbus App. At the moment I have to highlight them, save them in a word format, then open the client's JobNimbus file and upload the file. That's messy. Is there/can a way be developed to do that in a simple way. For example, an email comes in from a sub-contractor with a quote. I have to go through the process above. Help

    1 vote

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  9. 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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  10. E-Signature for work orders

    I would like to add an option to electronically sign a work order.

    17 votes

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    1 comment  ·  Signatures  ·  Admin →
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  11. All of JN request and ideas

    Boards:
    -Make scroll bar bigger. It is so tiny I end up grabbing a customer instead or its just difficult to grab to scroll side to side because it is so little.
    -Make Boards stackable. As of right now, you have to scroll to the side in order to move back and forth to view through the board. Is there anyway to make the categories stackable within a board, to just scroll up and down rather than side to side.
    -When clicking on a customer to move, have an option to throw it off the screen so it will return…

    1 vote

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  12. Template Questions- Make boolean default to "No" if left unchecked

    When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  13. Ability to add custom columns to Templates

    Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.

    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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    0 comments  ·  Documents  ·  Admin →
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  15. Downloading options

    Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.

    7 votes

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    1 comment  ·  Admin →
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  16. Export attachments

    Customer would like a way to export attachments all at once rather than going one at a time to download all.

    2 votes

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  17. Create folders for pictures

    Be able to create multiple folders for pictures

    10 votes

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    0 comments  ·  Photos  ·  Admin →
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  18. Uploading PDF's to JobNimbus and being allowed to sign them.

    Uploading PDF's to JobNimbus and being allowed to sign them.

    6 votes

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  19. 1 vote

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    0 comments  ·  Documents  ·  Admin →
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  20. 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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