Saving Emails to Nimbus

Within Outlook, you can save emails to either a Nimbus Client folder, or a Business folders. To do this, perform the following:

1. Ensure you are logged into Nimbus via Outlook

2. Locate the email and right-click on the message as shown below:

• Select the option Save mail to CDM and the Save As to CDM dialog will display to the right of the message:

• If the Senders email address is related to a Contact that is setup in your Nimbus account, the system will match the Client Entities that the email address is related to, and will provide a list of Clients to choose from. This will determine where the email will be saved in Nimbus.

• In the example below, the Senders email address is related to Salt 2 and Stephanie Woods. At this point, you will need to select which Client Entity to save the email to.

You will then need to profile the Email as follows:

• Category - choose from the pick list if using Categories in Nimbus and make a selection. The custom fields displayed after the Folder field will be determined based on the fields that have been setup on the Document Category.

• Matter - choose from the pick list if using Matters in Nimbus and make a selection. When a Matter is selected, the system will AUTOMATICALLY default to a sub-folder matching the Matter value. Eg: if 2020 is chosen, the file will be stored in the Client folder as follows:

  • ClientCode\Current\2020

• Revision - this is a simple text field and any value can be entered here. The Revision field is another Meta data field to be used.

• Status - choose from the pick list if using Document Workflow Status levels. The workflow status level will determine if the document is allowed to be Published to the Client, and if a notification is to be sent to a Staff member advising of the change of Status.

• Folder - the ... Elipses button allows you to change the folder location. Once a new folder location is selected, the system will update the Folder path in the dialog.

  

You will then be able to complete the other relevant Custom Fields which are defined by the Document Category.

Click the Save button to save the Email to Nimbus.

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