FAQ - Frequently Asked Questions

How do I add a new document or category to JobDocs?
Tap orange “+” icon at bottom of screen, select create new document or category. Then choose how to add your document, name your file, save to an established category or create your own, name the file, enter expiration information, if applicable.

What if I need to edit something?
Tap the “more options” icon (3 dots in a row) to open “action” screen. There you can edit, move, share, or delete, depending on the page.

How do I send or share a document?

For a single item, open document, tap the “more options” icon (3 dots in a row), and select the “Share” action. Select how you would like to share. You can also choose to send from any email associated with your device. Just use the drop down or roller bar in the message to change the sending email address.

To send multiple documents, select “Export” at the bottom of the home screen. All categories will open, select your documents from categories, then tap the orange “share” button. You can also choose to send from any email associated with your device. Just use the drop down or roller bar in the message to change the sending email address. Message size is determined by your email server.


How do I receive reminder notifications?

With initial sign up you can grant permission for notifications. If you need to change or add notifications, go to your device settings page. This process will be specific for your device, but this might help:

iOs: Settings > scroll down and tap the JobDocs app > tap notifications > tap “Allow Notifications”

Android: Settings > applications > application manager > tap the JobDocs app > tap notifications> tap “Allow Notifications”


What if I accidentally delete something?
We hope this doesn’t happen because we can’t retrieve deleted information. But to prevent accidental deletions, we’ve added an extra screen, in red, to confirm that you want to delete the item.

How can I change my profile settings- my name, photo, or title?
Select “Profile” from the “Settings” page to edit this information.

What if I forget my password?
There is a “Forgot password?” link on the sign-on screen. Clicking the link will take you to a new screen. Enter the email associated with your account and we’ll send a password reset key. Enter the code to sign in to JobDocs. Then change your password in your profile on the settings page.

Do I need WiFi?
We recommend using WiFi for the best performance.

How do I know my information is safe?
All of the information you provide is encrypted on your device, and then again in secure cloud storage data centers. Our servers are located in data centers within the United States. Your information can only be retrieved with your personal email and password combination. We can’t read or see your information.

What happens if I get a new phone?

If you purchase the same type of device- iPhone or Android, and your information doesn’t automatically sync, go to the App Store or Play Store to reinstall. Your account and subscription will stay the same.

If you are switching device operating systems, the app will need to be downloaded and purchased from the store associated with your device- the App Store or Play Store. But don’t worry, once you download, all of your JobDocs information will be there for you.


What if I want to cancel?

We’ll be sad to see you go. But if you do want to cancel, go to your device account settings page and cancel subscription. Further information can be found in “Subscription Information” on the JobDocs “Settings” page. If there is something we could do to improve JobDocs for you, we appreciate your feedback.

If your question isn’t answered here or you would like to provide feedback, please Create a Support Ticket using this form and we’ll be happy to help!

For technical issues, sending us device information (what kind of phone you are using) and version number (found in the “About” tab on the “Settings” screen in the lower right-hand corner), will be even more helpful. Thank you for using JobDocs!