How do I create a document on the mobile app? (Apple)

You can create documents from your JobNimbus mobile app.

To create a document on the mobile app:

  1. Navigate to your client's file.
  2. Click on the blue "+" icon to pull up the quick add menu and select "Document".
    Mobile App - Apple - Documents - Quick Add
  3. Choose the template you'll be using to create the document.
    Mobile App - Apple - Documents - Choose Template
  4. Make any updates needed to the document template and click "Save".
    Mobile App - Apple - Documents - Save Template