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  • Nimbus needs to know what the client code is, in order for it to attach the document from AE/AO to that same client in Nimbus

  • Solution: Please make sure there is a Clientcode defined in AE/AO and also Nimbus for the client you are planning to publish the document for

  • If you have just added the client in AE/AO, and there is a Clientcode, then try again soon as there is sometimes a short delay before AutoMate synchronises the client from AE/AO to Nimbus

Missing Client

If the Client or Contact only exists in AE/AO, but not in Nimbus, then it wont work.

Please make sure the Client exists in both AE/AO and Nimbus

Unsupported Workflows

For this release, only some workflows are supported - as below:

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