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.
Eric Broome
shared this idea
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Joshua Munoz commented
I am currently working on something very similar. We have designed a few cover letters/explainers that we include with a document. The only downside is that we cannot directly attach the document from our companies "document". We have to download them first and then add them to the client's documents before attaching them. It can be a bit of a hassle, but we absolutely adore the way they look. The attached file is a rough draft, and we still need to address any flaws in the final version of the document.
