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.
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| Customising your Account |
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1.Customising your Account:
Your Nimbus account can easily be adjusted as follows:
2.Integrating with your Practice Management software
Your Nimbus account can automatically integrate with many 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.
- PM Integration:investigate what PM software Nimbus integrates with, and follow instructions to set your integration.
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.
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
- Managing Teams: teams are groups of employees, whose access / restrictions are the same. Setup Teams to save time when creating employee access.
- Coming Events: useful for all staff to view current deadlines, and important dates
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
7.Document Templates
Nimbus allows you to create / upload standard letters, standard forms, excel worksheets etc, as document templates. For consistency across your business, these templates can then be used to create new letters / forms / spreadsheets for either Clients, or for your Business documents. Mail merge fields can also be embedded into your Word document templates, allowing you to pre-fill Client, Contact and Custom field data directly into your Word / PDF documents. Simply create a new document from a document template, PDF and then share directly with your CLient.
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- Creating a Document template: document templates may simply be uploaded directly to the Nimbus document template area
- Creating a template with Signature blocks:standard documents which must be signed by Clients can contain signature blocks, which can then be set to a Contact once the PDF is created
- Building better document templates: for more information about mail merge fields, custom fields etc
- Document Properties:benefits of adding additional details (Meta data) to a document, allowing you to search for the additional information across your Document store
8.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
9.Working with Documents
Editing documents in Nimbus is easy. You can either edit via the web browser within Nimbus using the online editors for Word and Excel, or you can use the Nimbus MS Office AddIns (Outlook, Word, Excel, PowerPoint). Create documents for both the business and your Clients using document templates, ensuring you have setup your mail merge fields for Business and Client information. Set your folder properties so that documents are auto-archived based on the last time a document is changed (eg: archive after 5 years), and access any archived document to either restore or remove completely from your Nimbus account. Setup document workflow status levels so that team members are notified when a document status is changed.
- Creating a document from a template: create consistency in your business by creating either Client or business documents from templates
- Mail merge fields: use these to pre-fill data for Business, Client, Contact and Custom field information into Word and PDF documents
- Document versioning: Nimbus automatically remembers all prior versions of a document, which are then accessible at anytime
- Archiving Documents: folder properties can be set to auto-archive documents. Archived documents can be accessed and restored if required.
- Document Workflow: use the document workflow to manage team member tasks and ensure jobs are fully managed
10.Configuring your Client Portal
Your Nimbus Professional 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.
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.
12.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.
13.MS Office Integration
Nimbus Professional provides you with direct integration with your MS Office Apps. Install the AddIns to access files directly from MS Office, or save back to Nimbus from your MS Office Apps. AddIns are available for:
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Ensure you don't loose emails received from your Clients and always keep a copy of any email sent to a Client. Email files are then stored within your Client folder in Nimbus. Create documents from your Document templates using Word (remember you can do the same within Nimbus itself), PDF and then directly publish to your Clients.
14.Signing Documents
Nimbus Professional 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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15.Working With PDF's and Linking Documents
Your Nimbus Professional 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.
16.Email Jobs
Email jobs may be used to send many different types of emails either in bulk (many clients) or individually (nominated client) including:
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