- 1.1 Income tax return
- 1.2 Workpapers
- 1.3 Financial report
- 1.4 PDF Manager
- 1.5 MYOB Share It
2 Profile and save a document to Nimbus

There are five different workflows that allow you to send a document from MYOB AE/AO directly into Nimbus.

Income tax return

Click the Share It button when previewing a tax document:
Then profile and save to Nimbus with the Nimbus Profile r.

Workpapers

Click the Share It… button when creating a PDF of Workpapers:
Then profile and save to Nimbus with the Nimbus Profiler.

Financial report

Click the Share It button when previewing a report:
Then profile and save to Nimbus with the Nimbus Profiler.

PDF Manager

Click Save with… in MYOB PDF Manager:
Then profile and save to Nimbus with the Nimbus Profiler.

MYOB Share It

Select a file in Windows Explorer or on the Desktop
Right click
Select Send to
Select MYOB Share it:
Then profile and save to Nimbus with the Nimbus Profiler.

Profile and save a document to Nimbus

After clicking Share It or Save with, the Nimbus Profiler window will appear, allowing you to modify the File Name, select the Client, select the Folder and set the Category for the document.

	Field	Description and guidance

	Field	Description and guidance
1	File Name	The File Name will be prefilled and can be modified as required
2	Client	If the client is known, it will be prefilled in the Client field. If the Client is not known or the document needs to be saved in a different client folder, you can search and select using either the Client Name or Client Code: A minimum of 3 characters is required to perform a search The client search is a “Starts with” search e.g. To find client “Steve Smith” you need to search for “Steve” Clients with restricted access in Nimbus will not be searchable unless the API User is granted access
3	Folder	The Folder will be defaulted to the client's Current folder. The dropdown list will allow you to select any subfolder for the selected client. Note: Folders with restricted access in Nimbus will not be displayed unless the API User is granted access
4	Category	The default Category will be preselected. The category can be changed by selecting from the dropdown list Note: Custom fields can be added once the document is saved in Nimbus

Profile the document
Click Save, and the document will be saved into Nimbus.
Click Yes to open the Nimbus document in the browser
A new browser tab will be opened with the Nimbus document viewer. You will be prompted to log into Nimbus first if you aren't logged in already
The Nimbus document viewer will allow you to:
1. Edit, Download, or Sign the document (PDFs only)
2. Modify the document Properties and Custom Fields
3. Link to another document
4. Add a File Conversation
5. click Home to navigate to the Nimbus home page.

Customer Help

Nimbus Profiler - How to save a document in Nimbus

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