Nimbus Business Account
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Thank you for subscribing to a Nimbus Business account. Now that you have successfully logged into your account, we are here to help you become familiar with the features and functions of Nimbus. First things first.....You would have received your "Welcome Email" when you finalised the purchase of your Nimbus Account. This email provides 2 logins:
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1.Customising your Account:
- Adding your Business Details:Your correct Business Details are important as some of this information is displayed to your Clients on both emails sent from your Nimbus account, and on the Client Portal
- Banner Headings: Upload your own business logos to replace the standard Nimbus logos
- Your Nimbus Colour Theme: Adjust the standard colour theme to match your website branding
- Customising the Staff Home Page: adjust to include information relevant to all staff
2.Integrating with your Practice Management software
- PM Integration:investigate what PM software Nimbus integrates with, and follow instructions to set your integration.
3.Manually adding Clients and Contacts
- Adding a new Client manually: Client information does not need to be synchronsied from your Practice Management software. You can easily add a new Client manually within your Nimbus account.
- Adding a new Contact manually: Contacts information also does not need to be sychonised from your Practice Management software
- Creating a relationship between a Client / Contact: Contacts that are related to Client Entities are able to view documents stored in those Client Entities via a Client Portal login.
4.Defining your standard Client and Business Folder structure
- Client Folder Templates: allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full database.All of your Client documents are stored in a Client Entity folder. The structure of this folder is easily defined by your business. Most business will create a sub-folder for each year level, as well as a sub-folder for any Permanent documents. Once defined, it can be edited each year.
- Defining your Business Folder Structure: allows you to define and create your internal Business Folders, accessed by your staff.
5.Setting up your Team Access
- Adding an Employee: allows you to "Welcome" other team members to access your Nimbus account
- Managing Teams: teams are groups of employees, whose access / restrictions are the same. Setup Teams to save time when creating employee access.
- Coming Events: useful for all staff to view current deadlines, and important dates
6.Customising your Nimbus Emails
- System Emails - the standard emails that are sent to your Clients for various events
- Email Stationery - include your standard email sign off, including your Business Logo and contact details
7.Document Templates
- Creating a Document template: document templates may simply be uploaded directly to the Nimbus document template area
- Creating a template with Signature blocks:standard documents which must be signed by Clients can contain signature blocks, which can then be set to a Contact once the PDF is created
- Building better document templates: for more information about mail merge fields, custom fields etc
- Document Properties:benefits of adding additional details (Meta data) to a document, allowing you to search for the additional information across your Document store
8.Working with Grids
- Working with Grids: customising grid views
- Creating Custom Views: filtering and saving custom views
- Filtering Grid results: filtering the results on a grid to find information
- Filtering Rules: allow filtering on more than one piece of data at a time
- Different View modes: 3 different view modes for looking at your data: grid view, thumbnail and card view
- Finding Files: use the Find function to find any file in the system based on content or document properties
9.Working with Documents
- Creating a document from a template: create consistency in your business by creating either Client or business documents from templates
- Mail merge fields: use these to pre-fill data for Business, Client, Contact and Custom field information into Word and PDF documents
- Document versioning: Nimbus automatically remembers all prior versions of a document, which are then accessible at anytime
- Archiving Documents: folder properties can be set to auto-archive documents. Archived documents can be accessed and restored if required.
- Document Workflow: use the document workflow to manage team member tasks and ensure jobs are fully managed
10.Configuring your Client Portal
- Customising the Client Portal menus: setup the menu options on your Client Portal for all of your Clients
- Including a Client Portal login link on your website: allow your Clients to login to their Client Portal via your website
- Customising Advertising for your Clients: publish your own adverts to your Clients via the Portal
- Adjust the Content of your Client Home Page: your Clients view a Home Page when they first login to their Portal. Publish information relevant to your whole Client base here.
- Publish Newsletters via your Client Portal: publish a library of newsletters for all Clients to access
11.The Client Experience
- Create your own login to the Client Portal: create your own login so you can experience the Client Portal
- Files shared by your business: the Client Portal allows clients to see their In-Tray, Documents for Signing and All Files
- Files shared by your Client: your Clients are able to securely share files directly with you via their Portal
- Inviting others to share your Portal: Clients can invite others to access the data stored on their Portal
- Finding Files: how to easily locate anything you have stored in the Portal
12.Working with Clients
- Sending off the Welcome Email to your Client / Contact: depending on your Client Portal configuration, you can do this manually or wait for the system to send off the Welcome Email when you Publish / Share a file
- Uploading files to share with your Client: Nimbus allows you to upload files originating from other sources (other than Nimbus CDM) to share with your Client. These may come from your General Ledger system (Financial Statements), or anywhere for that matter
- Publishing files to share with Clients: you may create files via CDM, and then publish these so they are visible to your Client
13.MS Office Integration
Nimbus Business provides you with direct integration with your MS Office Apps. Install the AddIns to access files directly from MS Office, or save back to Nimbus from your MS Office Apps. AddIns are available for:
MS Outlook
MS Word
MS Excel
MS PowerPoint
MS Calendar
Ensure you don't loose emails received from your Clients and always keep a copy of any email sent to a Client. Email files are then stored within your Client folder in Nimbus. Create documents from your Document templates using Word (remember you can do the same within Nimbus itself), PDF and then directly publish to your Clients.
- Installing the Nimbus MS Office AddIns: - install the AddIns on your workstations for direct integration with your Office Apps
- Saving Emails to Nimbus: save emails received from Clients or business associates into a Nimbus Client / Business folder
- Send and Save Emails: send an email and save a copy direct to Nimbus
- Save Email Attachments: it isn't necessary to save the whole email with an attachment; just save the attachment
- Create a document from a template: if you prefer to work using MS Word, you can also create a document (for a Client / Business) from a Nimbus Document template
- Using the Word, Excel and PowerPoint AddIns: become familiar with the workings of the AddIns to add value
14.Signing Documents
- The Digital Signature Process: take a look at the overall process
- Document Templates with Signature blocks: setup standard letters with signature blocks included to automatically include on PDF's
- Contact specific signing: link a signature block to a specific Nimbus contact so that only those blocks present when signing
- Adding signature blocks to PDF's: any PDF document can be edited in Nimbus, and signature blocks manually added. Useful for documents which originate from other sources and are manually uploaded to Nimbus
- Setting up your Digital Signature: each staff member, and each client / contact must setup their Digital profile before they can sign a PDF. Use the Digital Signature wizard to step through the process
- When a Client signs a document: understand what happens when a client signs a document from auto-notifications to being able to see who has signed the document
15.Working With PDF's and Linking Documents
- Manipulating a PDF: learn how to edit a PDF, add pages, remove and reorder pages. Also how to insert stamps to your PDF's
- Inserting Stamps onto a PDF: use the standard Nimbus stamps, or create and upload your own
- Linking Documents: link documents together, so that you can open one document and jump to other linked documents
- Jumping to a Linked Document: once a document is linked to another, jump from one document to another without having to navigate
- PDF All documents in a linked list: once documents are linked together, you can PDF all into one document