When the Nimbus Extension does not detect a PDF, Image or Video file in the browser then you have the option to upload a file from your local drive.
To upload a file from your local drive:
Open the browser
Click the Nimbus Extension icon
Follow instructions to install the Extension if you haven’t previously
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.
