Managing Documents and Photos in your Client Files

JobNimbus keeps all of your attachments, such as documents and photos, organized.

The client file in JobNimbus is your go-to place for everything about your projects. No more losing papers that slip out of folders. JobNimbus keeps all of your documents and photos secure.

If you’re using contacts, pull up your contact file. If you’re using jobs, pull up your job file.

Moving the job process along

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Documents and Photos

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Your Documents and Photos can be found in your contact or job files.

6 Documents and Photos tabs

Documents are any file that is a PDF.
Photos are any image type file, such as a JPG or PNG.

Uploading files to JobNimbus

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To upload a file, select the tab for Documents or Photos, and then click on Upload.

6 Upload attachment

Browse the file from your computer. Double click on it to upload to JobNimbus.

6 Browse file

Save your attachment.