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How Do I Create a Document on the Mobile App?
Easily create Documents in JobNimbus on the go.
On This Page
For iOS
- In your app, navigate to the Job or Contact you want to generate a Document for.
- Click on the + icon at the top right corner and choose Document from the menu, then select New from template.
- Choose the Template you'll be using to create the Document.
- Make edits as needed; you can even change the date of the Document by clicking on the field next to Document Date.
- Click Save when you are finished.
Learn about Template Fields here.
For Android
- In your app, navigate to the Job or Contact you want to generate a Document for.
- Click on the + icon in the bottom right corner and choose Document from the options that appear.
- Select the Document Template you want to use when prompted.
- Make any edits you need to the content, adjust the Document date, and swipe left or right on the formatting toolbar for additional options.
- Be sure to click Save when you are ready.
- Once you save the Document, you can:
- Share the Document externally.
- Delete the file (if you have the correct Access Profile permissions).
- Change the Category Type.
- Category Types can be configured in your account Settings under the Attachment Categories tab.
- Add a description to the Document for internal purposes.
Learn about Template Fields here.