Prior to being able to use the JobNimbus + naturalForms integration, you will need to set up your templates for the first time or update existing templates.
To get started setting up your naturalForms templates, please see the naturalForms video tutorial titled Getting Started with Designer. More training tutorials are available from the Templates section of the naturalForms Support website.
Step 1: Create Your Form
- To create your form, or template as it is called in naturalForms, open the app in naturalForms.
- You can add a PDF as the background via the Designer, which is which you can find on the Templates page.
- To learn more about updating the design of your template in naturalForms, check out their Designer Overview video. For exact details, follow the steps for Adding a Template.
Step 2: Setup Your Smart Fields and Rules
- After designing your form, you can add field overlays to your PDF background by using what naturalForms calls Field Tools.
- To learn more about Field Tools and finish this step, review their article here.
- You can also set up rules in your templates. These rules, such as calculations, conditional mandatory logic, etc. can be added to your templates by following the setup rules in their Rule Guides.
Step 3: Standardize Your Template Field Names
- When you initiate a form from JobNimbus, JobNimbus will push certain Contact Fields into the form, allowing default fields to be auto-populated.
- If you plan to use these fields, be sure to set the field Name and Identifier in the Field Settings of the Designer with the correct naming convention as listed below.
- The default fields available for JobNimbus pre-population are:
| JobNimbus | naturalForms |
| First Name | FirstName |
| Last Name | LastName |
| Home Phone | HomePhone |
| Fax Number | FaxNumber |
| Mobile Phone | MobilePhone |
| Company | Company |
| Address Line 1 | AddressLine1 |
| Address Line 2 | AddressLine2 |
| City | City |
| State | State |
| State Code | StateCode |
| Country | Country |
| Postal Code | PostalCode |
- Just like default fields, you can use Custom Fields from JobNimbus to auto-populate into naturalForms.
- To set up Custom Fields, use the same naming convention for the default fields, using the names of the fields you created without spaces and only the first letter of each word or sequence capitalized.
For example, if you have a custom field titled "Claim RCV", input it as "ClaimRcv".
Before you create any templates make sure:
- You have assigned the template to the appropriate users within naturalForms.
- This can be done by editing the template and referring to the Assigned Users tab.
- You have performed a sync within the naturalForms mobile app.
To learn more about templates in naturalForms, visit their article here.