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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Adding your Business Details:Your correct Business Details are important as some of this information is displayed to your Clients on both emails sent from your Nimbus account, and on the Client Portal
Banner Headings: Upload your own business logos to replace the standard Nimbus logos
Your Nimbus Colour Theme: Adjust the standard colour theme to match your website branding
Customising the Staff Home Page: adjust to include information relevant to all staff
2.Integrating with your Practice Management software
Your Nimbus Basic account can integrate with Xero Practice Manager, WorkflowMax or Xero SME. Nimbus Business and Professional allows for integration with Xero as well as other industry standard Practice Management systems. The integrations allow the synchronisation of Client and Contact information, and for some, Contact Relationship information.
Integrating with your PM software allows you to maintain only one database (your PM software) and have any changes made in your PM software to then synchronise with your Nimbus account. Our support team can assist with the setup of any integration should you require assistance.
Xero / WorkflowMax Integration: Follow the steps provided so set up your integration.
PM Integration: Investigate what other PM software Nimbus integrates with.
3.Manually adding Clients and Contacts
Nimbus Basic does not Even though your Nimbus account can automatically integrate with your Practice Management software, though if you require this functionality, we recommend you upgrade to Nimbus Professional. You will need to add your Client and Contact details.
Adding a new Client / Contact: Each Client you deal with must have a Client Folder. The contact is the person you deal with for this Client Entity.
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it is possible to manually add both Client and Contact information. There may be scenarios where this is preferable, rather than adding the Client / Contact detail to your PM system and then having that information flow through to Nimbus.
Adding a new Client manually: Client information does not need to be synchronsied from your Practice Management software. You can easily add a new Client manually within your Nimbus account.
Adding a new Contact manually: Contacts information also does not need to be sychonised from your Practice Management software
Creating a relationship between a Client / Contact: Contacts that are related to Client Entities are able to view documents stored in those Client Entities via a Client Portal login.
4.Defining your standard Client and Business Folder structure
Client Folder Templates: allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full database. All of your Client documents are stored in a Client Entity folder. The structure of this folder is easily defined by your business. Most business will create a sub-folder for each year level, as well as a sub-folder for any Permanent documents. Once defined, it can be edited each year.
Defining your Business Folder Structure: allows you to define and create your internal Business Folders, accessed by your staff.
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5.Setting up your Team Access
Now that you have some of the basics of your Nimbus account setup, it is time to invite your Team Members to join your Nimbus account.
Adding an Employee: allows you to "Welcome" other team members to access your Nimbus account
Coming Events: useful for all staff to view current deadlines, and important dates
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6.Customising your Nimbus Emails
Customising your Nimbus account is easy when using your Nimbus Templates. Your Nimbus account will automatically send emails to your Clients when a particular event occurs, such as sharing a file, or adding a file conversation. You can personalise these email templates by adjusting the wording, so you know you are sending the right message to your Clients. Don't forget to also update your email stationery to show your Business branding including logos, and any industry affiliations. Your account allows you adjust:
System Emails - the standard emails that are sent to your Clients for various events
Email Stationery - include your standard email sign off, including your Business Logo and contact details
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7.Working with Grids
Many of the menu options within your Nimbus account rely on a grid of information. Each grid is customisable, allowing you to add / remove columns, filter on columns and save customised "Views". "Views" allow you to easily find information that you may work with on a regular basis. Each team member may create their own "Views" and as a system administrator, you are able to create standard views which can be accessed by all team members. Nimbus allows you to sort grid data, filter grid information, and "Find" any document easily within the system. Your documents can be viewed in one of 3 different "view modes" allowing you to see the first page of any document.
Working with Grids: customising grid views
Creating Custom Views: filtering and saving custom views
Filtering Grid results: filtering the results on a grid to find information
Filtering Rules: allow filtering on more than one piece of data at a time
Different View modes: 3 different view modes for looking at your data: grid view, thumbnail and card view
Finding Files: use the Find function to find any file in the system based on content or document properties
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8.Configuring your Client Portal
Your Nimbus Basic account allows you to securely share information with your Clients and for your Clients to share information with you. The Nimbus Client Portal, allows for each person (Client) you deal with, to have their own unique login to their Portal so that they can access documents for all of the Client Entities they relate to. For example, a Client may want access to their Individual, Partnership, Company and Trust information. This is possible with only one login to their Portal. Clients can upload information via their Portal either on a desktop PC or on their mobile device, and share with your business. Your business is notified when this occurs.
Customising the Client Portal menus: setup the menu options on your Client Portal for all of your Clients
Including a Client Portal login link on your website: allow your Clients to login to their Client Portal via your website
Customising Advertising for your Clients: publish your own adverts to your Clients via the Portal
Adjust the Content of your Client Home Page: your Clients view a Home Page when they first login to their Portal. Publish information relevant to your whole Client base here.
Publish Newsletters via your Client Portal: publish a library of newsletters for all Clients to access
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9.The Client Experience
Now that you have your Client Portal configured, we recommend that you create a sample Client Login, so that you can see what your Clients will experience. This will allow you to then modify any of your Client Portal configurations as required. Your Clients can access their secure Nimbus Client Portal either via a Desktop PC, or via their mobile devices. They do not need to download an app to access on their mobile as Nimbus uses "Mobile Adaptive Technology", where the system recognises they are accessing on their mobile device. We would also recommend that you access the Client Portal, both on your desktop PC and on your mobile.
Create your own login to the Client Portal: create your own login so you can experience the Client Portal
Files shared by your business: the Client Portal allows clients to see their In-Tray, Documents for Signing and All Files
Files shared by your Client: your Clients are able to securely share files directly with you via their Portal
Inviting others to share your Portal: Clients can invite others to access the data stored on their Portal
Finding Files: how to easily locate anything you have stored in the Portal
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10.Working with Clients
You should now be ready to start "Welcoming" your Clients to your secure Nimbus Client Portal. With the Portal configured and the Client experience reviewed by your own Client Login, you can now start sharing files, conversations and requests to sign documents via the Client Portal. Your Client data including Client Entities and Contacts will also have been setup ready to go.
Sending off the Welcome Email to your Client / Contact: depending on your Client Portal configuration, you can do this manually or wait for the system to send off the Welcome Email when you Share a file
Uploading files to share with your Client: Nimbus allows you to upload files to share with your Client. These may come from your General Ledger system (Financial Statements), or anywhere for that matter
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11.Signing Documents
Nimbus Basic includes the ability for both staff and clients to digitally sign PDF documents within the security of the system. Rather than send documents requiring signing via email, Nimbus provides a link to the secure document.
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The Digital Signature Process: take a look at the overall process
Contact specific signing: link a signature block to a specific Nimbus contact so that only those blocks present when signing
Adding signature blocks to PDF's: any PDF document can be edited in Nimbus, and signature blocks manually added. Useful for documents which originate from other sources and are manually uploaded to Nimbus
Setting up your Digital Signature: each staff member, and each client / contact must setup their Digital profile before they can sign a PDF. Use the Digital Signature wizard to step through the process
When a Client signs a document: understand what happens when a client signs a document from auto-notifications to being able to see who has signed the document
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12.Working With PDF's
Your Nimbus Basic subscription also includes access to the Nimbus PDF manipulator software. This software allows you to Add/Remove/Re-order pages on PDF documents as well as inserting system stamps.
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