Nimbus Basic Account

Owned by Debby Gibson
Last updated: Jul 27, 2022 by Marleze Scheepers (Unlicensed)
8 min read

Don't forget to click the Nimbus Service Desk logo on your homepage and Sign Up to access the Customer Portal as well so you can quickly access all customer help articles.

The Nimbus Service Desk also allows you to raise support requests and has the visibility of tracking the status of all raised support requests.

Thank you for subscribing to a Nimbus Basic account.  Now that you have successfully logged into your account, we are here to help you become familiar with the features and functions of Nimbus.

First things first.....

You would have received your "Welcome Email" when you finalised the purchase of your Nimbus Account.  This email provides 2 logins:

  1. Account Login - for your Staff

  2. Client Login - for your Clients

We recommend that once you have created your password, and have logged into your Nimbus account, that you bookmark your Login URL. This will give you easy access to your account in the future. To do this, 

  • logout of your account, and 

  • bookmark the URL located in your web browser.

Nimbus Service Desk:

Subscription to the Nimbus Service Desk is via the icon in the top right of your Home Page.

This platform allows you to browse knowledge base articles to help answer your queries, or if you don't find what you are looking for, you can log a support ticket.  Our Customer Service Team will respond to you as soon as possible and will assist in anyway that we can.

Quick Page Links

  1. Customising your Account

  2. Integrating with your Practice Management software

  3. Manually adding Clients and Contacts

  4. Defining your standard Client Folder Structure

  5. Setting up your Team Access

  6. Customising your Nimbus Emails

  7. Working with Grids

  8. Configuring your Client Portal

  9. The Client Experience

  10. Working with Clients

  11. Signing Documents

  12. Working with PDF's and linking documents

1.Customising your Account:

Your Nimbus account can easily be adjusted as follows:

2.Integrating with your Practice Management software

Your Nimbus Basic account can integrate with Xero Practice Manager, WorkflowMax or Xero SME.  Nimbus Business and Professional allows for integration with Xero as well as other industry standard Practice Management systems. The integrations allow the synchronisation of Client and Contact information, and for some, Contact Relationship information.

Integrating with your PM software allows you to maintain only one database (your PM software) and have any changes made in your PM software to then synchronise with your Nimbus account. Our support team can assist with the setup of any integration should you require assistance.

  • PM Integration: Investigate what other PM software Nimbus integrates with.

3.Manually adding Clients and Contacts

Even though your Nimbus account can automatically integrate with your Practice Management software, it is possible to manually add both Client and Contact information. There may be scenarios where this is preferable, rather than adding the Client / Contact detail to your PM system and then having that information flow through to Nimbus.

4.Defining your standard Client and Business Folder structure

  • Client Folder Templates: allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full database. All of your Client documents are stored in a Client Entity folder.  The structure of this folder is easily defined by your business.  Most business will create a sub-folder for each year level, as well as a sub-folder for any Permanent documents.  Once defined, it can be edited each year.

  • Defining your Business Folder Structure: allows you to define and create your internal Business Folders, accessed by your staff.

5.Setting up your Team Access

Now that you have some of the basics of your Nimbus account setup, it is time to invite your Team Members to join your Nimbus account.

  • Adding an Employee: allows you to "Welcome" other team members to access your Nimbus account

  • Coming Events: useful for all staff to view current deadlines, and important dates

6.Customising your Nimbus Emails

Customising your Nimbus account is easy when using your Nimbus Templates.  Your Nimbus account will automatically send emails to your Clients when a particular event occurs, such as sharing a file, or adding a file conversation.  You can personalise these email templates by adjusting the wording, so you know you are sending the right message to your Clients.  Don't forget to also update your email stationery to show your Business branding including logos, and any industry affiliations.  Your account allows you adjust:

  • System Emails -  the standard emails that are sent to your Clients for various events

  • Email Stationery - include your standard email sign off, including your Business Logo and contact details

7.Working with Grids

Many of the menu options within your Nimbus account rely on a grid of information. Each grid is customisable, allowing you to add / remove columns, filter on columns and save customised "Views".  "Views" allow you to easily find information that you may work with on a regular basis. Each team member may create their own "Views" and as a system administrator, you are able to create standard views which can be accessed by all team members. Nimbus allows you to sort grid data, filter grid information, and "Find" any document easily within the system.  Your documents can be viewed in one of 3 different "view modes" allowing you to see the first page of any document.

8.Configuring your Client Portal

Your Nimbus Basic account allows you to securely share information with your Clients and for your Clients to share information with you.  The Nimbus Client Portal, allows for each person (Client) you deal with, to have their own unique login to their Portal so that they can access documents for all of the Client Entities they relate to.  For example, a Client may want access to their Individual, Partnership, Company and Trust information.  This is possible with only one login to their Portal. Clients can upload information via their Portal either on a desktop PC or on their mobile device, and share with your business.  Your business is notified when this occurs.

9.The Client Experience

Now that you have your Client Portal configured, we recommend that you create a sample Client Login, so that you can see what your Clients will experience.  This will allow you to then modify any of your Client Portal configurations as required. Your Clients can access their secure Nimbus Client Portal either via a Desktop PC, or via their mobile devices.  They do not need to download an app to access on their mobile as Nimbus uses "Mobile Adaptive Technology", where the system recognises they are accessing on their mobile device.  We would also recommend that you access the Client Portal, both on your desktop PC and on your mobile.

10.Working with Clients

You should now be ready to start "Welcoming" your Clients to your secure Nimbus Client Portal.  With the Portal configured and the Client experience reviewed by your own Client Login, you can now start sharing files, conversations and requests to sign documents via the Client Portal. Your Client data including Client Entities and Contacts will also have been setup ready to go.

11.Signing Documents 

Nimbus Basic includes the ability for both staff and clients to digitally sign PDF documents within the security of the system.  Rather than send documents requiring signing via email, Nimbus provides a link to the secure document.  

Staff can setup document templates which include signature blocks so that when the document is PDF'd, the signature blocks are defined.  Where more than one person needs to sign a document, it's possible to set each signature block to a specific Nimbus Contact, so that only those signature blocks present to the person when they sign the document.  

12.Working With PDF's

Your Nimbus Basic subscription also includes access to the Nimbus PDF manipulator software.  This software allows you to Add/Remove/Re-order pages on PDF documents as well as inserting system stamps.


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