...
Open the browser
Click the Nimbus Extension icon
Follow instructions to install the Extension if you haven’t previously
Login. You will remain logged in until you click Logout
The Upload dialog will be displayed:
Click Choose file
Select a file from your local drive. The file name will be displayed in the extension:
Click Upload to Nimbus
The Upload to Nimbus dialog is displayed where you can profile the document:
Modify the Filename if required
To save in a client folder select the client name. Otherwise change the Storage area to select Business Internal folders.
Complete additional metadata as required
Selecting a document category will display additional custom fields if they have been configured in the Nimbus account.
Entering a matter code will result in the folder path automatically updating to match the selection:
By default the system will save the document to the root folder, unless there is a Matter code selected, though this can be changed to a sub-folder by clicking the ellipse button.
When a sub-folder is selected, the system will update the folder path appropriately.
Once all metadata is complete click the Upload to Nimbus button.
