My Uploads
- Debby Gibson
This menu shows all of the files that the Client has shared with the Business, and also allows the Client to upload more files to share with the business.
When the My Uploads menu option is selected, there are a number of “Views” the Client can select to display “Groups” of files. These include:
| VIEW |
|---|---|
30 Days | Documents that have been shared by the Client to the Business in the last 30 days. |
90 Days | Documents that have been shared by the Client to the Business in the last 90 days. |
1 Year | Documents that have been shared by the Client to the Businessin the last 365 days. |
All Files | All documents that have been shared by the Client to the Business. |
Uploading files
The Upload files icon located on the top right hand side of the Toolbar,
allows the Client to upload files to share with the Business.
If the Client has access to more than one Client Entity, they will need to select the Entity they wish to upload the files to.
They can then either drag files to the Upload Files dialog, or use the Browse button to search and locate files on their PC, to then upload to their Nimbus Portal.
Upon uploading files, the system will automatically send a notification to the business advising that files have been uploaded.