Upload from the browser

The Nimbus Extension will detect PDF, Image or Video files that are opened in the browser on a webpage or from the local drive.

To upload a PDF, image or video file from the browser:

1. Open the webpage or local file in the browser

2. Click the Nimbus Extension icon

   Open

   

   1. Follow instructions to install the Extension if you haven’t previously

3. Login

4. The file should be detected and display the Upload to Nimbus dialog

   Open

   

   1. If the file is not detected try refreshing the browser or review the Extension Limitations.

   2. If you want to detect an image or video file on a webpage you may need to click on the item first then click the Nimbus Extension icon again

5. Modify the Filename if required

6. To save in a client folder select the client name. Otherwise change the Storage area to select Business Internal folders.

7. Complete additional metadata as required

   1. Selecting a document category will display additional custom fields if they have been configured.

   2. Entering a matter code will result in the folder path automatically updating to match the selection. The folder path can be changed if required

8. By default the system will save the document to the root folder, unless there is a Matter code selected, though this can be changed to a sub-folder by clicking the ellipse button.

9. When a sub-folder is selected, the system will update the folder path appropriately.

10. Once all metadata is complete click the Upload to Nimbus button.