How do I use the naturalForms integration?

Prior to using the integration, make sure you have:

  • downloaded and logged into the naturalForms Mobile App
  • logged out of and then back into your JobNimbus Mobile App

To use the naturalForms integration:

  1. Create a test Contact from your JobNimbus Mobile App. Be sure to fill in some of the optional fields so that you can verify that the forms are pre-filled in the naturalForms Mobile App.
  2. While viewing the Contact, click the chevron icon at the bottom middle of the screen to pull up the action menu.
  3. Scroll down to locate and select naturalForms in the menu.

  4. You should see a list of the templates you defined during setup. Select one or more templates to use and click "Apply".
  5. You will be directed to the naturalForms Mobile App and you should see the form(s) that you just chose.
  6. Click into the form and you should see that it's been pre-filled with the common fields that you set up.
  7. Finish filling out the form and click the checkmark at the top of the screen. Choose Submit.
  8. After a few minutes, the final PDF will appear back in JobNimbus under the Contact's Documents tab.

naturalForms syncs .pdf files to the Documents tab in JobNimbus. It is not integrated with any other in-application features.

While you can create a document through naturalForms for a Job record, it is unable to create a form with any of the parent Contact's related fields or information. It is suggested to use naturalForms at the Contact level. Job fields available for use are as follows: AddressLine1 , AddressLine2 , City , State , PostalCode , Country , SalesRep , JobNimbusId, and custom Job fields.