Word, Excel & PowerPoint

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: Jan 15, 2020 by Debby Gibson
3 min read

The Nimbus Microsoft Add-ins allow you to access Nimbus documents directly from Word, Excel & PowerPoint. This is performed by logging into Nimbus from within the application itself:

  • Open one of the applications
  • Click Open Other Documents from the Menu










  • Click the Nimbus CDM menu

  • Then click the Cloud Document Management Browse button

  • A Nimbus Login page will display on the right-hand side as shown below:

  1. To login to your Nimbus Account, you will need to perform the following:
    1. Load your Nimbus staff member login page in your web browser
    2. Copy the URL from the address bar
    3. Paste this URL into the Word Login (or Excel, Outlook, PowerPoint), and enter click the Next button

Enter your Login Code and Password and click the Login button.

If you have setup 2FA, the system will send the "Required Authentication code" which then must be entered to the right of your Password.

Click the Login button to login to Nimbus (from within the application)

If you have not setup 2FA, then click the Login button.

  • By Default, the system will display a Document List











You may access all number of folders, including document templates, and you may call any View, which has previously been saved in Nimbus.

Saving New Documents into Nimbus

Ensure you are logged into Nimbus via MS Office application CDM:

Click on the CDM tab on the top ribbon bar

Click the Save into CDM button

  1. The following dialog will display all the different fields you can use to setup the file saving:


Please find the information about these fields bellow:

Field

Description

File name

Enter the appropriate filename

Storage Area

Select where the document will be stored. You can either store to an internal Business folder, or to a Clients' Current folder / sub-folder

Client

Select the appropriate Client name. You can enter part of the name and then click the icon to search for the name.

Matter

Select an appropriate Matter if required

Status

Select an appropriate Status. Pre-defined Status's will be available via the drop-down list.

Revision

Enter a Revision number if required

Folder

By default, the system displays the Current folder for the selected Client. Click the button to select a sub-folder. The following dialog will display. Select the required folder and click the OK button.

Note that if you need to create a new folder, the folder name can be entered into the Matter field.  This will then create the new folder for you.

Category

Select an appropriate Category if required

Class

Provide the document with a class name if required

Priority keyword

Enter any priority Keywords

Custom Fields

This part will display the custom fields previously set for the documents, and you will be able to add values to it.

Publish to client

Click this option if appropriate. The Publish to Client flag will only be accessible if the chosen Status is enabled to Publish.

Save

Click the Save button to save the document to Nimbus.

Save & PDF

This option will not only save the original file version (docx, xlsx, pptx, etc.) but also generate a PDF version of it, which can have the information automatically populated by the[ merged fields

Database Merge Fields].