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

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   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

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   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

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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.

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

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

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