Installing Nimbus Profiler will introduce some changes to how you manage documents in AE/AO. Here’s what’s changing and staying the same.

What’s changing

1. Accessing DM from the top menu bar. The Document Manager module name will be updated to Nimbus. When you click on the module icon below, it will open Nimbus directly.

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2. Document creation and editing – New document creation, importing, and modifications now happen in Nimbus.

3. Intranet pages – Some AE/AO Document Manager pages like Analyse Documents, Administration, Mail Centre, My Checked Out Documents, and My Documents will no longer be available.

4. Templates – Saving new documents to AE/AO DM using templates will no longer be supported. You can export templates from AE/AO to Nimbus via the AE/AO Maintenance > Documents > Intranet Administration menu item.
   
   

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5. AE/AO Client Accounting Workpapers – After installing Nimbus Profiler you will use Nimbus documents on workpapers instead of AE/AO Document Manager. To attach supporting evidence to workpapers in AE/AO Client Accounting, you must copy a document link from Nimbus using the Shareable Link function and attach to a workpaper using the Insert Hyperlink option. Watch demo. 

   
   Your AE/AO DM documents should be synchronised with Nimbus via the Nimbus Automate. Should you need to enable Nimbus Automate please contact support.

What’s staying the same

All documents you created prior to using Nimbus Profiler will still be stored in AE/AO DM. To access documents in AE/AO Document Manager follow this step

1. From Top Tool bar select Nimbus, then Find AE/AO Documents,

2. Or from the Documents page - under each client, contact, employee, supplier, and assignment.
   As seen here:

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3. Things you can still do in Find AE/AO Documents/Documents page or Documents page:

   • Access existing documents saved in AE/AO Document Manager. All historical files created before Nimbus Profiler remain available.

   • Find and manage documents using full text search from the search bar.

   • View and export files, including export to excel, printing, audit trails, and file notes.

   • Track document history, view previous versions, and check document properties.

   • Templates, templates can receive updates normally and be used during AE/AO mail merge, bulk billing.
     
     

4. Documents you can still save to AE/AO Document Manager :

   1. Emails created using AE/AO Mail Merge Wizard

   2. AE/AO Practice Manager Bulk Billing

   3. Saving emails from Outlook Add-In to DM.

   4. ATO Tax Pre-fills will continue to be saved normally to DM.

These documents will be saved to AE/AO Document Manager and can be uploaded to Nimbus via the Nimbus Automate synching process. Learn more.