Nimbus Training
Cloud Document Management
Table of Contents
Course Overview
Aim
Course Pre-requisites
Course Duration
Introduction
User Interface
Folder Levels
Client folders setup
Fields & Filtering
Filtering files
Changing the View Sort
Removing Fields from a Filtered view
Accessing Client Documents from the Client's menu
Creating and saving views
View Modes
Grid View
Card View
Thumbnail view
Two ways to access Client Documents
Documents Menu
Creating Views across your whole Document Store
Finding Files
Working with documents
Creating document templates
How to Create a Business Document Template:
Database Merge Fields
Properties of Document Templates
Custom Fields
Keywords stored against a Document Template
Creating Client Documents
How to Create a Client Document from a Template:
Database fields for mail merge
PDF document solutions
PDF document conversion
Manipulate a PDF document
Copying and Moving Documents
Publishing a document for Client viewing
Publishing via the Document Properties
Publishing via Signature process
Publishing via MS Office Add-in
Document Properties and Admin
Document Administrator
Document Properties
General tab
Custom Fields tab
Key Words tab
Add to my In Tray option
Document Versioning
Files in Archive
Document Workflow
Workflow Status Permissions
By Employee
By Team
Blank Workflow Status
Changing a Document Status
Via Nimbus CDM
Via Nimbus Add-in
Employee In Tray
MS Office integration
Word, Excel & PowerPoint Nimbus Add-in
Saving New Documents into Nimbus
Creating a Document using a Template
MS Outlook Nimbus Add-in
Saving Emails to Nimbus
Outlook Views
Document version |
4 |
Course Name |
Nimbus Cloud Document Management |
Course Pre-requisites |
Nimbus Basic |
Date last updated |
Thursday, 10 May 18 |
Updated by |
Renaldo Figueiredo |