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"
   
   
   
   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:

• 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.