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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

48 results found

  1. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    59 votes

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    4 comments  ·  Documents  ·  Admin →
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  2. 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.

    26 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  3. 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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  4. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    23 votes

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    4 comments  ·  Documents  ·  Admin →
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  5. 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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  6. 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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  7. 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.

    17 votes

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    1 comment  ·  Documents  ·  Admin →
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  8. Better organization for documents and photos

    We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...

    17 votes

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    1 comment  ·  Documents  ·  Admin →
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  9. Create Fillable PDF's inside JobNimbus

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

    15 votes

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    0 comments  ·  Documents  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. Ability to remove Document ID

    I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.

    12 votes

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    0 comments  ·  Documents  ·  Admin →
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  15. EDIT DOCUMENT TITLE

    USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.

    I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.

    10 votes

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    0 comments  ·  Documents  ·  Admin →
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  16. 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.

    10 votes

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    0 comments  ·  Documents  ·  Admin →
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  17. Checking off items on a Work Order

    People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.

    9 votes

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    0 comments  ·  Documents  ·  Admin →
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  18. Convert Photos to Documents

    It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.

    9 votes

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    2 comments  ·  Documents  ·  Admin →
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  19. The ability to organize company documents into subsections

    We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…

    9 votes

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    0 comments  ·  Documents  ·  Admin →
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  20. Bulk download photos and documents separately

    Add ability to download all photos without other attachments being downloaded

    9 votes

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    1 comment  ·  Documents  ·  Admin →
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