Export Client History

The Client History provides a trail of the events that have occurred on this Client, both from the Business login (staff) and the Client / Contact login.

Step-by-step guide

From the Client Menu;

  1. Select the Client History icon 

  2. You can filter this grid as you would any other grid by dragging a column heading to the top area and then setting the required filter

  3. You can also export this grid (the data exported will be whatever is filtered on the grid at the time of export).

    1. To do this, click the 

       icon which is located on the bottom right hand side of the grid.

    2. The system will export a .csv file which can then be opened in Excel.

 

If using CDM on your Nimbus Account

System Event

Who Performed Task 

Meaning 

System Event

Who Performed Task 

Meaning 

Archive file

Client

Client has deleted file and system has set it to be unpublished.  It is visible in the Current Folder structure

Archive file

AutoMate

Local file is deleted. AutoMate then syncs up the deletion request to Nimbus and Nimbus then archives the file. Relevant when AutoMate is set to Sync Up / Down or Sync Up.

Import file

Employee

Employee has saved a file back to Nimbus via CDM

Export file

Employee

Employee has opened a file from Nimbus via CDM

If NOT using CDM on your Nimbus Account

System Event

Who Performed Task

Meaning

System Event

Who Performed Task

Meaning

Rollback file

Client

Client has deleted a file which was previously signed.  The unsigned document will be visible in the To Client Folder.

Move file to Trash

Client

Client has deleted a file which was previously available in the To Client Folder.



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