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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]. |
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