How Do I Create a Document on the Mobile App? (iOS)

Easily create Documents in JobNimbus on the go.

Within the Mobile App:

  1. Navigate to your client's file.
  2. Click on the + icon at the top right corner and choose "Document" from the menu.

  3. Choose the Template you'll be using to create the Document.

    Mobile App - Apple - Documents - Choose Template

  4. Make edits as needed; you can even change the date of the Document by clicking on the field next to "Document Date".
  5. Click Save when you are finished.

Learn about Template Fields here.