Upload from your local drive

When the Nimbus Extension does not detect a PDF, Image or Video file in the browser then you have the option to upload a file from your local drive.

To upload a file from your local drive:

  1. Open 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. You will remain logged in until you click Logout

  4. The Upload dialog will be displayed:

    image-20240522-233636.png
  5. Click Choose file

  6. Select a file from your local drive. The file name will be displayed in the extension:

  7. Click Upload to Nimbus

  8. The Upload to Nimbus dialog is displayed where you can profile the document:

  9. Modify the Filename if required

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

  11. Complete additional metadata as required

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

    2. Entering a matter code will result in the folder path automatically updating to match the selection:

  12. 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.

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

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