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- Open one of the applications
- Click Open Other Documents from the Menu
- Click the Nimbus CDM menu
- Then click the Cloud Document Management Browse button
- A Nimbus Login page will display on the right-hand side as shown below:
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- To login to your Nimbus Account, you will need to perform the following:
- Load your Nimbus staff member login page in your web browser
- Copy the URL from the address bar
- Paste this URL into the Word Login (or Excel, Outlook, PowerPoint), and enter
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- click the Next button
Enter your Login Code and Password and click the Login button.
If you have setup 2FA, the system will send the "Required Authentication code" which then must be entered to the right of your Password.
Click the Login button to login to Nimbus (from within the application)
If you have not setup 2FA, then click the Login button.
- By Default, the system will display a Document List
You may access all number of folders, including document templates, and you may call any View, which has previously been saved in Nimbus.
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Ensure you are logged into Nimbus via MS Office application CDM:
Click on the CDM tab
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on the top ribbon bar
Click the Save into CDM button
- The following dialog will display all the different fields you can use to setup the file saving:
Please find the information about these fields bellow:
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