Field	Description
File name	Enter the appropriate filename
Storage Area	Select where the document will be stored. You can either store to an internal Business folder, or to a Clients' Current folder / sub-folder
Client	Select the appropriate Client name. You can enter part of the name and then click the icon to search for the name.
Matter	Select an appropriate Matter if required
Status	Select an appropriate Status. Pre-defined Status's will be available via the drop-down list.
Revision	Enter a Revision number if required
Folder	By default, the system displays the Current folder for the selected Client. Click the button to select a sub-folder. The following dialog will display. Select the required folder and click the OK button.
Category	Select an appropriate Category if required
Class	Provide the document with a class name if required
Priority keyword	Enter any priority Keywords
Custom Fields	This part will display the custom fields previously set for the documents, and you will be able to add values to it.
Publish to client	Click this option if appropriate. The Publish to Client flag will only be accessible if the chosen Status is enabled to Publish.
Save	Click the Save button to save the document to Nimbus.
Save & PDF	This option will not only save the original file version (docx, xlsx, pptx, etc.) but also generate a PDF version of it, which can have the information automatically populated by the[ merged fields	Database Merge Fields].

Creating a Document using a Template

Documents can be created in Word, Excel & PowerPoint using the Nimbus Document Templates:

Open Word and the CDM Document List
Image Removed Change the Search Area to Document Templates and enter the Category required. Click the Search button.
Click on the Document template to open it.
Make any required changes to the document.
Using the CDM ribbon menu, click the Save As into CDM menu.
Navigate to the location for storage and update any Priority keywords or Custom Field data.
Click the Save or Save & PDF button and opt to Publish to Client if necessary.

To ensure it is easy to locate a Document Template, it is suggested that each template contains a Category.

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