Documents & Photos
      Back to home
      1. Help Center
      2. Jobs, Contacts, and Boards
      3. Documents & Photos

      How Do I Upload or Download Documents and Photos in JobNimbus?

      Learn how to upload and download Documents and Photos to your JobNimbus records.

      On This Page

      Uploading Photos and Documents

      • Navigate to a Contact or Job record.
      • Select the Documents or Photos tab, then select Upload.

        v2 documents tab point to upload

        v2 photos tab point to upload

      • Categorize your attachment and give the file a description for future context. 

      To customize your list of Category options, head over to Settings > Attachment Categories. 

      The default option of the "Category" dropdown menu in the Add Attachment pop-up is dependent on whichever is at the top of the list in your settings.

      • Click Browse to search for the file on your device or drag and drop the file. Once you have selected the file you want, click Save Attachment.

        v2 docs browse files and save attachment

      Note: All PDFs will appear under the Documents tab, even if it is assigned a different category and/or uploaded under the Photos tab.

      • Once you have saved the attachment, click the three dots over on the right side to reveal the following options:

        v2 photos three dot menu
        • Photos
          • View the image in fullscreen mode.
          • Download an individual photo.
          • Edit the file's category or description.
            • Note: Editing does not include any sort of cropping, annotating, rotating, filtering, etc. This can only be done on mobile or in a third-party editing software 
          • Delete the image from the record.

        v2 docs three dot menu
        • Documents
          • View the file in fullscreen mode.
          • Print the document.
          • Download files individually.
          • Edit the file's category or description.
          • Delete the document from the record.

      Keep in mind that while most major file types are compatible, there are some that have not met our security protocols. If you are experiencing trouble uploading a certain file, please contact our Support Team for assistance. 

       

      HEIC/F format is not natively supported in any browser. In order to display these types of files, first convert them to a valid format, such as PNG or JPG.

      You can make a compatible file the default on an Apple device by going to your General Settings > Camera > Formats and selecting "Most Compatible".

      Downloading All Files

      • To download files in bulk, select the Download All button located at the top right corner of either the Documents or Photos tab. v2 download all
        • A .zip file of all attachments, regardless of which tab you select to download from, will be created. Click the blue Download button to download your attachments.

          v2 file is ready to download 

      Downloading Individual Files

      • To download attachments individually, select the three dots to the right of the photo or document of your choice and select Download.
                 v2 three dots to download

       

      Looking for a way to select the files you want to download in bulk? Add your vote in favor of this feature on our feedback page!