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Tristin Adam

Tristin Adam

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The Nimbus Profiler will open instead of the DM profiler when the Share It button is clicked.

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titleTax document

  1. Open a tax document in AE/AO

  2. Select Reports then Print Return…

    image-20241209-232655.pngImage Modified

  3. Click OK then Preview

    image-20241210-005719.pngImage Modified
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titleWorkpaper

  1. Navigate to a Client in AE/AO

  2. Click the Client Accounting tab

  3. Select the Period

  4. Under Finalise Workpapers click Create PDF

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titleReports

  1. Navigate to a Client in AE/AO

  2. Click the Client Accounting tab

  3. Click the Reports tab

  4. Click the Preview Reports button

Saving a document to Nimbus

Click the Share It button when previewing a tax document:

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Click the Share It… button when creating a PDF of Workpapers:

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Click the Share It button when previewing a report:

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  1. The Nimbus Profiler will appear

    image-20241210-005437.png

    1. The File Name, Client and Folder are currently read-only

  2. Select a Category if required

    image-20241210-010142.png

    1. Only Text type custom fields will be available in this release

    2. Once the document is saved in Nimbus, you can modify the Properties to complete other metadata or custom fields

  3. Click Save

  4. The document will be saved into Nimbus. Click Yes to view the document

    image-20241210-010318.png

  5. A new browser tab will be opened with the document in Nimbus. You will be required to log in if you are not already logged in the browser

    image-20241210-010605.png

    1. You can Edit, Download, Sign, Modify the document Properties, Link a document or add a File Conversation.

    2. The Home button will redirect you to the Nimbus home page.

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