Documents, Photos, Forms & Attachments
47 results found
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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 -
Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates
Which would then allow our custom documents to be sent out for e-signature.
6 votes -
Document Status changes with signature status
There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.
6 votes -
2 votes
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Attach Links to Documents
Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.
2 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 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 -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
7 votes -
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 -
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 -
Notifications to sender on signature documents
Customer wants a notification for the sender when just her customer is required to sign a document with the new signature feature.
6 votes -
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 -
Open two documents at once
I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.
3 votes -
open documents in new window
Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…
4 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 -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
6 votes -
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 -
Allow for eSign by customers
SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.
7 votes -
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.
22 votes -
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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