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 accessed from the Templates page.
Step 2: Setup your Smart Fields & 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 certain 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 the naming of your template fields
When you initiate a form from JobNimbus, JobNimbus will "push" certain Contact Fields into the form, allowing default fields to be pre-filled without you needing to manually fill in the details.
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 it is listed below.
The default fields available for JobNimbus pre-population are:
|Address Line 1||AddressLine1|
|Address Line 2||AddressLine2|
Just like default fields, you can use Custom Fields from JobNimbus to pre-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.