Client Portal Customisation
The Client experience can easily be customised to suit your requirements. All options are global, meaning changes will affect all Clients who log in to your Portal.
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Client Portal Options
The Client Portal tab manages the functionality of your Client Portal. The options available will depend on the type of Nimbus account you have.
Ad Refresh Time
This option allows you to set how long an Ad will display before showing the next Ad. The Hide All button allows you to disable Ads completely from the Client Portal.
Auto Logoff
Set this to Automatically log your Clients out of the Client Portal after a period of inactivity. This is a global setting for all Clients using your Portal.
Secure emailed links
This is set to Yes, by default. It means that all links in emails that are sent to clients are secured by the Client Portal login. When a Client receives a Nimbus email that contains a link and the link is clicked, the Client MUST log in to the portal using their credentials to access the document.
Auto Show Toolbar Text Labels
Turn this option on to show the name of the icons located on the Toolbar.
Automatic file upload notifications
When this option is selected, a File Upload notification email will automatically be sent to Contacts who have visibility over a Client Entity folder, when a new document is either uploaded to the Portal or when a document is published (Nimbus Professional only).
Automatic Upload Welcome Emails
If a Client / Contact does not yet have a login to the Portal and a document is shared with the Client Entity (either via File Upload or Document Publish) the system will automatically send a Welcome Email to allow the Client Contact to set up their Nimbus login details.
Folders Menu
This option allows the business to change the name of the Folders menu on the Client Portal. Some businesses change this to My Documents.
Business ref:
This allows the business to set the name of the standard folders the Client Contact will see when they login to their Portal. By default, this is set to Practice, and so when the Client logs into their Portal, they will see a "From Practice" folder and a "To Practice" folder. Set this to your business name instead.
Shared Folder
This option allows to you set a Busines Folder that you wish to share with ALL of your Clients via the Portal. Store standard documents or forms in this folder. All Clients will be able to access documents and files stored in this folder via their Portal login. This folder is visible via their Folder Menu and will be displayed as a Green Folder.
Show My Folders
This option turns the My Folders menu option on / off.
Show My Webforms
This option turns the My Webform menu option on / off. (Only available in Nimbus Business and Nimbus Professional).
Show Newsletters
This option turns the Newsletters menu option on / off.
Show Appointments
This option turns the Appointments menu option on / off.
Show Training
This option turns the Training menu option on / off.
Allow Digitial Document Signing
This option allows your Clients / Customers to digitally sign documents via their Portal login.
Options only available via Nimbus Basic
Group by Group Code
This option is available in Nimbus Basic and Nimbus Business. It allows the Business to use the Group code (available within each Client Entity) to group Client Entities together. This means that when a Group member logs into the Portal, they will see all Client Entities which belong to the Group. All Group members are notified when a file is uploaded to a Group member Client Folder by the Business.
Group by Email Address
Similarly to Group by Group code, this option is available in Nimbus Basic and Nimbus Business. It allows the Business to use an email address to group Client Entities together. This means that when a Group member logs into the Portal, they will see all Client Entities which belong to the Group. All Group members are notified when a file is uploaded to a Group member Client Folder by the Business.
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