Training

Ultimate Paperless Office

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.

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 Portal and get working as soon as possible. By the end of this course you will be able to create and maintain Client details, maintain client files and folders, send bulk mailers with/without secure webform checklists, share and sign documents, use Nimbus Cloud Document Management and integrate with your CRM/PM ledger (optional).

Duration:

This course is provided via Zoom online and is comprised of four sessions of 2 hours each.

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

Digital Signatures

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

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

Email Communications

Creating an Email Job Creating Webform Email templates Setting up Reminder and Recurring Emails Working with the Email Jobs Dashboard

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Save time. Work remotely. Communicate better.

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