Documents, Photos, Forms & Attachments
207 results found
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Adding a insert template field for personal signatures
the ability to choose an insert template field for different signatures
6 votes -
Organize attachments in order
I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized
6 votes -
Doc preview when attaching to email
Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.
6 votes -
Update template fonts to match standard font sizes
Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.
6 votes -
Share Link on Mobile App
I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.
5 votes -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
5 votes -
Edit documents if they haven't been signed yet
Often I will send off a document to be signed and it will need to be slightly corrected in some way and resent. If no one has signed it yet, I should be able to edit it and resend it for signatures. Instead, right now, I have to create a new document, make the change and then send it out for signatures again. This clutters up the documents because you also aren't able to cancel/delete a document that has been sent for signatures, even if it hasn't been signed.
5 votes -
Indicator on photo comment on mobile phone
Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.
5 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
5 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 -
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.
5 votes -
Add signed status to documents
Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!
5 votes -
Resize Images
Ability to resize photo.
5 votes -
Recover Deleted Photos
Be able to recover deleted photos and see any activities related to photos in the activity report (e.g. who deleted a specific photo).
5 votes -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
4 votes -
Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
4 votes -
4 votes
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Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.4 votes -
EDIT FILE NAMES
We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!
4 votes -
Template fields for secondary related contact
We need a way to pull contact information for a secondary related contact on document and email templates and for signatures
4 votes
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