As you have previously opened the PDF in your Chrome browser, the next step is to profile the PDF document. Note that the Nimbus Extension will automatically prefill the Filename into the profile dialog, but this may be changed:
Modify the Filename if required
Select a Storage area of either a Client or Business folder.
Select the Client Code / Name, or the name of the Business folder.
Enter a document category if required. This will display additional meta data fields if appropriate.
Enter or select a matter code if required. Note that if a Matter code is selected, the folder path will be updated to match the selection.
By default, the system will save the document to the root folder, 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.
Click the Save button to save the PDF to your Nimbus account.
