How Do I Share Documents to a Contact or Job From My Device to the Mobile App?

Easily import stored files and scan physical documents using the JobNimbus Mobile App.

• Steps for Apple
  • Scanning documents on an iOS device
• Steps for Android
  • Scanning documents on an Android device

For iOS Devices

To Upload a Digital File:

1. Open the document in your preferred app on your mobile device
2. Click on the share icon (square + upward arrow)
3. Select "Save to JobNimbus"
   
   
   
   1. Tip: if this option is not visible, click on "Edit Actions..." to configure available apps
4. Select the Contact or Job whose account you'd like to upload the file to
   
   
   
   1. Note: if you have Jobs enabled, you will only be given the option to upload your document to a  "Related job"
5. Choose a Category for the file
    
   
   
   1. These options will depend on the "Attachment Categories" you have configured in your account settings
6. Click Upload
   
   

To Digitize a Physical Document:

1. Navigate to a Contact or Job's page
2. Under the Files tab, select "Documents"
   
   
   
   
3. Click the + button in the top right corner and choose "Scan document" from the menu
   
   

The scanner will open and prompt you to position the document in view. 

• Once aligned with the borders, the camera will automatically scan the page 
  • If you do not want to wait for it to process the shape of the document, you can select the white circle at the bottom to manually scan
• The system will continue to attempt to scan whatever is in front of it until you click Save at the bottom right corner
• Name the file when prompted
  • You will be automatically directed back to a list view of the documents associated with the related record

For Android Devices

To Upload a Digital File:

1. Open the document in your preferred app on your mobile device
2. Locate the "Share" option 
   1. Navigation and label may vary. For this example, the file will be uploaded from Google Files.
   
   
   
3. Select the JobNimbus Mobile App icon
   
   
   
   
4. Select the Contact or Job whose account you'd like to upload the file to
   
   
5. Choose a Category for the file (available options will depend on the "Attachment Categories" you have configured in your account settings)
   
   
   
   1. The file name will populate with the label you gave the document originally, but can be changed by typing in the field. A description is optional.
6. Click Upload
   
   

To Digitize a Physical Document:

1. Navigate to a Contact or Job's page
2. Under the Files tab, select "Documents"
   
   
   
   
3. Click the +Add new button in the bottom right corner and choose "Scan document" from the menu
   
   

The scanner will open and prompt you to position the document in view. 

• Once aligned with the borders, click on the white circle at the bottom of the screen to scan the page
  • The scanner will remain open for you to take more than one scan in a single session until you proceed
• Click next at the bottom right corner when you are ready to review and edit as needed
• When you're ready to upload, click the Save button in the bottom right corner
• Name the file when prompted
  • You will be automatically directed back to a list view of the documents associated with the related record