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Cloud Document Management
Cloud Document Management
- Renaldo Figueiredo (Unlicensed)
Owned by Renaldo Figueiredo (Unlicensed)
Nimbus Cloud Document Management, or CDM, is one of the main modules included in the Nimbus suite of products. It offers all the facilities that you would expect to find in a modern Document Management system, including:
- Custom document metadata
- Workflow support
- Full text indexing
- Dynamic views
- Filtering & sorting
- One-click client publishing
- Fully versioned file system with automatic archiving
Because Nimbus CDM is a true cloud browser-based product, it delivers a unique set of features like unlimited file storage, permanent archive, collaboration, security and accessibility.
The Nimbus CDM also provides a choice of integration to Microsoft Office and Office 365 as well as royalty free online editors for standard document types and spreadsheets.
Archive
- Archiving - Restore Errors
- Adding files to an Archived Client
- Files in Archive
- Folder Properties and Archiving Rules
- Restoring a file
- Bulk Delete files from Archive
Document Properties and Admin
- Creating a new Matter
- Document Administrator
- Document Properties
- Document Versioning
- Restricting Access to a Client / Business folder
- Restricting Access for a Staff member
Document Workflow
- Blank Workflow Status
- Changing a Document Status
- Employee In Tray
- Using the Workflow Status
- Workflow Status Permissions
MS Office 365
- Enable Office 365 Document Editing for your Nimbus account
- Opening old format files
- Creating a document from a template
- Upgrading existing document templates
- Saving changes using MS Office 365 Editors
- Creating a PDF
- Viewing prior versions of a document
- Viewing documents in Archive
- Macros
- Collaboration using MS Office 365
- Network connection lost - when editing documents using 365
MS Office integration
- Add-ins Installation
- Configuring the Columns in your Add-Ins
- Finding Files via the Nimbus AddIns
- Known Add-ins issues
- MS Outlook
- Word, Excel & PowerPoint
- Outlook Calendar
Professional and Business - Top Level Client Folder Structure Explained
User Interface
Working with documents
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Restricting Access to a Client / Business folder
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