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You may access all number of folders, including document templates, and you may call any View, which has previously been saved in Nimbus.
Saving New Documents into Nimbus
Ensure you are logged into Nimbus via MS Office application CDM:
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- The following dialog will display all the different fields you can use to setup the file saving:
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Please find the information about these fields bellow:
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 | ||
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
| ||
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
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.
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