Rename Uploaded Documents/Files and Photos
Why can't I rename my photo attachments once it is in Nimbus
VALERIE HUBIN
shared this idea
This is now available for those who use the New Jobs Experience! You can edit the name of a photo or document during upload or while editing.
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LT
commented
Thank you!!
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Benjamin
commented
THANK YOU!!
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Anonymous
commented
It would be a great user experience if we could change the photo file name! when we upload photos from our drone or phone all photos get uploaded with the same name and we are not able to download the photos to be able to share with third parties like adjusters and lawyers, etc. We are having to request the photo download from your team any time we need to send all these files to them and it makes the process cumbersome and a waste to your resources when having to do this for us.
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Michael Sterba
commented
Currently the only workaround I have found is to download the doc, rename, and then upload the new doc. I delete the obsolete version.
It would increase efficiency to be able to rename the document directly in the JobNimbus tool.
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Dom Robin commented
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.
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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!
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Erica Carmona
commented
Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..