Customisation of your Account

Business Site Options

When customising the account for the customer, use the following configuration options:

Field

Description

Change to

Field

Description

Change to

Ad Refresh Time

Time that each ad will display

Leave as default

Auto Logoff

Time before Auto Log off of Staff, if no activity

Set to 24 hours

Auto Archvive

Default option set to all folders for documents to be auto archived

Set to 60 months

Upload Status

Document workflow status assigned to all documents on upload, either manually, or via AutoMate

Leave as default

Planner Intervals

Length of each appointment

Leave as default

Allowed file extension

An asterix, means Nimbus will accept all types of documents. If this needs to be locked down, each file extension must be added

Leave as default

Set these options when customising an account:

Field

Description

Change to

Field

Description

Change to

Auto Show Toolbar Text Labels

If enabled, moves the Toolbar icons to display a label rather than a Tool Tip

Leave as default

Use Business Name as From Display Name

How the senders name is displayed on all outgoing emails from Nimbus by default. If deselected, system will display the staff members name who sends the email.

Set as enabled

Restrict Drag & Drop Signing

If signature blocks are added to a PDF, system will not allow drag and drop signing

Set as enabled

Use 2FA for Staff login

Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled.

Set as disabled

Use 2FA for password reset

Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled.

Set as disabled

Include comment in File Conversation email

System will include the file conversation in the email sent.

Set as enabled

Day range

Relates to the appointment module

Leave as default

Options for “Use Business Name as From Display Name”

Email Sent

Flag enabled

Flag disabled

Email Sent

Flag enabled

Flag disabled

Welcome Email

Business Name

Default Employee

File Conversation

Business Name

Staff logged in

Manual publish file

Business Name

Staff logged in

Email job (without email override)

Business Name

Default Employee

Password Link Options

Field

Description

Change to

Field

Description

Change to

Initial Expiry

Time an initial “Welcome Email” link will be valid

Set to “30 days”

Reset Expiry

Time a secondary “Welcome Email” link / Reset Password link will be valid

Set to “24 hours”