Ad-Hoc File Share
- Debby Gibson
This process is used to share files with others who may not either be setup in your Nimbus system, or that you do not wish to share all of the files visible in the Client Portal to this contact. We call this Ad-Hoc File Share. The system will ONLY share the single file you nominate with the Contact. When this Contact logs into Nimbus, they will see the Nimbus Client Portal, but will only be able to view the ONE document that you have shared with them.
This is performed as follows:
Ensure the file is published (CDM Users) or is visible in a “To Client” folder (or sub-folder).
Click the Share File icon for the file in question
The Share File dialog will display. Click the New Contact button to add the details of the Contact if it is not already setup in your Nimbus account. If the Contact is already setup in your Nimbus account, search for the Contacts email address in the email field.
When creating a new Contact, you must only have the First Name, Surname, Email address and Salutation fields completed. All other fields may be left blank. Click the Update field to add the Contact to your Nimbus account.
You will now be able to search for the email address of the contact you just added. Locate the email address and then click the Send button. A file sharing invitation email is now sent to the contact.
The email sent to the Contact is derived from a System Email template. The content can be modified as required.
The Contact must then click the link to the document which will allow the person to setup their Nimbus Portal login credentials. Once performed, the system will then display the document.
