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With the integration between XPM and Nimbus, the following process should be followed to Off-board Clients from Nimbus:


Archive the Client Entity in XPM.

  1. Perform a Full Client Sync in Nimbus.  A Full Client Sync (Admin / AutoMate / Full Client Sync) should be run at least once per month - if not more regular.  Only this function will remove Client details from the Nimbus Client Grid.

    The Contacts that are related to the Client Entity will only be removed from Nimbus if they are not related to another Client Entity, and if they do not have a login to the Porta

  2. Determine if any related Contact(s) needs to be kept in Nimbus:


    Where a Client Entity is archived in XPM (and therefore removed from the Client grid in Nimbus), and any related Contacts have a login, AND they are not related to any other Client Entities, then the Contact(s) become editable and may be deleted.

    Note #3

    If the Contact is not deleted from Nimbus, the Contact will be able to login to a Nimbus Portal. What they can see will depend on whether they are related to any other Client Entities.


    When a Client Entity is archived in XPM (and therefore removed from the Client grid in Nimbus), and any related Contacts DO NOT have a login, AND they are not related to any other Client Entities, then the Contact(s) are removed from Nimbus.

    If a Client Entity is NOT removed from the Nimbus Client Grid, it means that there are Email Jobs with Documents for Signature.  In these cases, the Client entity may be deleted manually if required.


Archive any Client Documents:

If the Client Entity contained files in the Client Folder, these will files still be accessible via the Documents menu (the client folder will become a Green folder). If you do not wish for these documents to be available via the Documents menu, the Client folder can be deleted, which then moves all content to Archive.  To do this, navigate to the Green Folder, edit the Folder Properties, and click the Delete button.  A warning is displayed advising that x number of files will be Archived and that the Green folder will be deleted.



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