File name

Enter the appropriate filename

Storage Area

Select where the document will be stored. You can either store to an internal Business folder, or to a Clients' Current folder / sub-folder

Client

Select the appropriate Client name. You can enter part of the name and then click the icon to search for the name.

Matter

Select an appropriate Matter if required

Status

Select an appropriate Status. Pre-defined Status's will be available via the drop-down list.

Revision

Enter a Revision number if required

Folder

By default, the system displays the Current folder for the selected Client. Click the button to select a sub-folder. The following dialog will display. Select the required folder and click the OK button.

Category

Select an appropriate Category if required

Class

Provide the document with a class name if required

Priority keyword

Enter any priority Keywords

Custom Fields

This part will display the custom fields previously set for the documents, and you will be able to add values to it.

Publish to client

Click this option if appropriate. The Publish to Client flag will only be accessible if the chosen Status is enabled to Publish.

Save

Click the Save button to save the document to Nimbus.

Save & PDF

This option will not only save the original file version (docx, xlsx, pptx, etc.) but also generate a PDF version of it, which can have the information automatically populated by the[ merged fields