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This will save the document into Nimbus - allowing you to profile it along the way:
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Profiling is adding the client details and other metadata against the document - to help you find it easily in the future
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Troubleshooting
If you have any problems with the Nimbus Profiler, please refer to this page https://nimbusportals.atlassian.net/wiki/x/DwAKxw.
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For the Beta Release as at the end of 2024, you are able to save the following documents directly from AE/AO to Nimbus:
Tax return
Workpapers
Financial Statutory Report
Tax return that has been exported to PDF Manager
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