In JibberJobber one of the main menu items is Docs… you can upload your resumes, cover letters, reference letters, even job descriptions (I wouldn’t recommend that) to the Docs area (also known as Document Manager). Once your document is in there, you can then “associate” it to a Contact, Company or Job.
For example, let’s say you have sent your resume to three people, used it to apply to five jobs at four companies… you would have your resume once in the Document Manager, and then you would have associated it to each of the three Contacts, five Jobs, and four Companies.
If you were to go to any of those records, you would see your resume in the Associated Docs area (along with any other document you used, sent to, etc. that record).
If you go back to the Document Manager, you would see you have associated your resume twelve times… and you can click on the number 12 and see when and where you used that resume.
This is pretty cool, and can help you identify opportunities for follow-up.
If, however, your document is over 2Mb, you can’t upload the file to the Document Manager. JibberJobber was never optimized to be a storage system like Box or Dropbox, or the clouds provided by Google (Drive), Microsoft (OneDrive), Apple (iCloud), etc. We want to focus on relationship management and follow-up, not on duplicating the hardware and software genius that those systems have created.
So we interface with them.
Ideally we will interface with all of the big ones… for now, here are your options:
1. Dropbox: Put a file on Dropbox, and then you can “Add a document from dropbox” (that is a link on the Document Manager page). We have an API set up with Dropbox so it’s pretty easy to take a file from there and easily associate it to JibberJobber. There are benefits to this option, including: (a) you can see the associations of this file, which really resides on Dropbox, with your JibberJobber records, and (b) you get to associate files as big as you want (perhaps company financials or annual reports, which can easily be over 2Mb). Note that the plan is to API with other systems, but we’ve had other fish to fry, and we haven’t finished interfacing with other systems yet.
2. Universal hack: That is, have your bigger-than-2Mb file somewhere online, and then put the link to the elsewhere-hosted-file on the Record page. This is pretty simple to do. First, upload your file to Google Docs, for example. You’ll have a unique URL for that file in Google Docs. Simply copy that URL and then go to your Contact (or Company or Job) page and paste the link on that page. Where? Perhaps in the Notes section… perhaps in a Log Entry… you can even create a custom field if you want. My preference would likely be the Notes section. This is an ideal work-around for annual reports, which you would likely only link to from one Company record, and not really care about other associations). This works with any system that allows you to (a) upload a document to their system, and (b) get a URL that takes you to that document.
Sorry for not having all of the APIs in place yet… but option #2 means that you can use any system you want for file storage. The two most popular will be Gmail (Google Drive/Docs) and dropbox (which gives you a lot of storage on their free account).
Let us know if you have any questions