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Clients can upload information via their Portal either on a desktop PC or on their mobile device, and share with your business. If your Client has a relationship to more than one Client Entity, they must select the relevant Client Entity name prior to the upload of their information. Each time a Client shares information with your business, the Nimbus system will notify you via email.
Step 1 - Customising the Client Portal menus
Your Nimbus account allows you to customise the menus that are displayed on your Client Portal. These are global account settings which affect all of your Clients.
For detailed information, click the following link: Customising the Client Portal menus
Step 2 - Including a Client Portal login link on your website
The Nimbus Client Portal allows you to include a link on your business website to allow your Clients to login. This may simply be a link to the Client Portal login page. Alternatively, the team at Nimbus can provide your website developer with specific HTML code so they may create a specific login page on your website, which includes the following:
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For detailed information, click the following link: Including a Client Portal login link on your website
Step 3 - Displaying Advertising for your Clients
Nimbus provides the ability to display Advertising images in both your Client Portal and also your Business Account. Businesses wishing to display Ads to their Clients can manage their own advertising slots. Images can be linked to landing pages on websites, so that when the image is clicked, the website landing page is then displayed.
For detailed information, click the following link: Customising Advertising for your Clients
Step 4 - Adjust the Content of your Client Home Page
The Client Home page is displayed by default when your Clients first login to their Client Portal. The content of this Home Page is customisable.
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For detailed information, click the following link: Adjust the Content of your Client Home Page
Step 5 - Publish Newsletters via your Client Portal
Your Nimbus Portal provides the ability to share your regular Business Newsletters with your Clients. Newsletters are added to your Business account and are then visible by all Clients on your system.
For detailed information, click the following link: Publish Newsletters via your Client Portal
Step 6 - Create your own login to the Client Portal
Now that you have your Client Portal configured, we recommend that you create a sample Client Login, so that you can see what your Clients will experience. This will allow you to then modify any of your Client Portal configurations as required. Your Clients can access their secure Nimbus Client Portal either via a Desktop PC, or via their mobile devices. They do not need to download an app to access on their mobile as Nimbus uses "Mobile Adaptive Technology", where the system recognises they are accessing on their mobile device. We would also recommend that you access the Client Portal, both on your desktop PC and on your mobile.
For detailed information, click the following link: Create your own login to the Client Portal:
Step 7 - Files shared by your Business
When your business shares files with a Client, the system will automatically notify via Email. The client may click the document link embedded in the email, to access the file. If they are already logged into their Portal, the document will display directly. If not, they will be asked to provide their login credentials, and once logged in, the document will display directly.
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For detailed information, click the following link: Files shared by your business
Step 8 - Files shared by your Client
Clients can upload documents via their Portal either on a desktop PC or on their mobile device, and share with your business. If your Client has a relationship to more than one Client Entity, they must select the relevant Client Entity name prior to the upload of their information. Each time a Client shares information with your business, the Nimbus system will notify you via email.
For detailed information, click the following link: Files shared by your Client
Step 9 - Inviting others to share a Portal
Clients are able to invite others to access the data stored on their Portal. They can control which client entities the invited party is able to view and may at anytime remove access to the data.
For detailed information, click the following link: Inviting others to share your Portal
Step 10 - Finding Files
Clients may search their Portal for files by name, date, or other keywords that may be within the body of a document.
For detailed information, click the following link: Finding Files
Step 11 - Inviting your Clients to their Portal
You should now be ready to start "Welcoming" your Clients to your secure Nimbus Client Portal. With the Portal configured and the Client experience reviewed by your own Client Login, you can now start sharing files, conversations and requests to sign documents via the Client Portal. Your Client data including Client Entities and Contacts will also have been setup ready to go.
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For detailed information, click the following link: Sending off the Welcome Email to your Client / Contact
Step 12 - Uploading files to share with your Client
Nimbus allows you to upload files to share with your Client. These may be uploaded automatically via Nimbus AutoMate, or may be uploaded manually.
For detailed information, click the following link: Uploading files to share with your Client
Step 13 - The Digital Signature Process
Nimbus Portal allows your Clients to digitally sign PDF documents you have shared with your Clients.
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