Business Training

Cloud Document Management with CRM / PM integration

About our training:

All training is provided via Zoom meeting webinar between your business and one of our training consultants. Training is consultative with your business requirements. All pricing is available via the Pay Now page.

Our experience is that customers find great value in our interactive training, allowing them to immediately be productive.

Audience:

This course is aimed at system administrators who want to setup their Nimbus System and get working as soon as possible. By the end of this course you will be able to synchronise your Client and Contact data from your CRM / PM system and maintain client files and folders.

Duration:

This course is provided via Zoom online and is comprised of three 2 hour sessions.

Topics covered:

Getting Started

Navigating Nimbus Customising your Account Integrating with your Practice Management software Custom Views Managing your Clients and Contacts Defining your Client Folder structure Defining your Business Folder structure Setting up your Team Access Customising your Nimbus Emails Working with Grids

Working with Documents

Finding Files Document Templates Working with Documents Working with PDFs Publishing Documents MS Office integration

Your Secure Client Portal

Customising your Client Portal The Client Experience Accessing new documents and files Inviting others to the Portal

Digital Signatures

Creating your Digital Signature Signing PDF documents Multiple people signing a document

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