Documents

Owned by Debby Gibson
Last updated: Sept 10, 2019
1 min read

The Documents menu provides access to:

 

All Customers

CDM Customers Only

 

All Customers

CDM Customers Only

All Client Documents

Displays all Client Documents shared / published to the Client Portal

Displays all Client Documents not visible to the Client

All Business Documents

Displays all Business Documents

 

All Nimbus Documents

Displays all Nimbus Documents

Provides access to Nimbus MS Office CDM AddIns

The Document menu provides the same functionality as accessing your Client documents from the Client menu, except that you can potentially view all Documents in your Document Store including all Client and Business Documents. From the Document menu you can:

  • Switch Display Mode

  • Re-call a previously stored View

  • Find a document

  • Filter the Grid to show a sub-set of documents

  • Save a View

  • Open a Document

  • Open a Documents Properties