The Company Documents feature allows you to share attachments and files with your users in a centralized, accessible area of the JobNimbus web app. It’s an excellent place to put downloadable sales brochures or company policy documents.
This feature should not be confused with the Document Builder feature in the Templates section of the JobNimbus Settings which is used to create customizable documents within the system to include contact and job record information. Company Documents are primarily utilized for information dissemination on an as-needed basis.
1.) As a JobNimbus Admin for your company, select the drop-down under your name and select "Settings".
2.) From the left-hand tab, select "Features".
3.) Find the row for "Company Documents" and the corresponding "Enable" or "Disable" button. Select it.
Company Documents are meant as a shared storage area to share and download files and attachments commonly utilized within your company. Examples would include sales sheets, company fliers, and brochures. These documents are not currently available via a contact/job's record for sharing; however, you can vote for this to be included in a future update of the JobNimbus app via the following link:
The Company Documents feature are meant primarily as a storage area to share and download commonly used files within your company (flyers, brochures, and sales sheets). The method of storage is solely a remote, upload and download process. There is no current way to edit these directly within your web browser using your JobNimbus. You would need to download and import these files into a 3rd party application such as Google Docs, Microsoft Office, or another applicable program to make changes to these documents. Once complete, you can then upload the document back to the Documents tab on the dashboard for sharing.
Currently, the Company Documents feature is not currently available via the mobile app; however, you can vote for this feature to be included in a future update of the JobNimbus mobile app via the following link: https://jobnimbus.uservoice.com/forums/136212-general/suggestions/17968381-access-to-company-documents-folder-on-mobile.
How do I restrict access to the Company Documents feature?
Access to the Company Documents feature (Documents via the Dashboard) can be restricted via the Access Profile level. To limit an Access Profiles rights to access Company Documents and private attachments, please see the following:
For more regarding the Access Profiles feature, please see the following support article: Access Profiles.