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Don't forget to click the Nimbus Service Desk logo on your homepage and Sign Up to access the Customer Portal as well so you can quickly access all customer help articles.

The Nimbus Service Desk also allows you to raise support requests and has the visibility of tracking the status of all raised support requests.

Thank you for subscribing to a Nimbus Basic account.  Now that you have successfully logged into your account, we are here to help you become familiar with the features and functions of Nimbus.

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Quick Page Links

1. Customising your Account

2. Integrating with your Practice Management softwaresoftware

3. Manually adding Clients and Contacts

4. Defining your standard Client Folder Structure

5. Setting up your Team Access

6. Customising your Nimbus Emails

7. Working with Grids

8. Configuring your Client Portal

9. The Client Experience

10. Working with Clients

11. Signing Documents

12. Working with PDF's and linking documents

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