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Tristin Adam

Tristin Adam

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There are 4 workflowsfour workflows that are able to save a document from MYOB AE/AO to Nimbus:

  1. Click the Share It button when previewing a tax document:

    image-20241209-232918.png

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

    image-20241210-013457.png

  3. Click the Share It button when previewing a report:

    image-20241210-013918.png

  4. Print a tax return to MYOB PDF Manager then click Save with…

    image-20241210-020755.png

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  1. After clicking Share It or Save with… the Nimbus Profilerwill 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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