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

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

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"

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    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

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    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
     
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    1. These options will depend on the "Attachment Categories" you have configured in your account settings
  6. Click Upload

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To Digitize a Physical Document:

  • Navigate to a Contact or Job's page
  • Under the Files tab, select "Documents"



  • 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.