Documents
The Documents menu provides access to:
| All Customers | CDM Customers Only |
|---|---|---|
All Client Documents | Displays all Client Documents shared / published to the Client Portal | Displays all Client Documents not visible to the Client |
All Business Documents | Displays all Business Documents |
|
All Nimbus Documents | Displays all Nimbus Documents | Provides access to Nimbus MS Office CDM AddIns |
The Document menu provides the same functionality as accessing your Client documents from the Client menu, except that you can potentially view all Documents in your Document Store including all Client and Business Documents. From the Document menu you can:
Switch Display Mode
Re-call a previously stored View
Find a document
Filter the Grid to show a sub-set of documents
Save a View
Open a Document
Open a Documents Properties