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https://help.myob.com/wiki/x/KpOwBQ


 

 

In stage 1 of the EAP, we'll send you a welcome email to sign in to your free, customised Nimbus Professional account, and introduce you to a workflow that includes some of the most common Nimbus tasks:

  • Creating new clients and adding contacts to them.
  • Uploading pdfs and adding signature blocks to them.
  • Sharing pdfs with clients.
  • Receiving signed pdfs back from clients.

The EAP stage 1 workflow

Step

Task

Details

1

Receive automated “Welcome Email” to your Nimbus Professional account

  • Included in this email is a link to enable you to setup your Nimbus 4 SSO credentials and to accept the T&C of using your Nimbus account
  • For more information follow Setting up your SSO for Nimbus

2

Login to your Nimbus Professional account

  • Once you have setup your Nimbus SSO credentials, you will be able to login to your Nimbus account.

3

Create a new Client Entity in your Nimbus Professional account

Create a new Client Entity.  The Client entity folder holds all of the documents relating to that entity.  This is where you will upload files to then Publish (share) with the Contact of this Client Entity. 

The published file will then be accessible via the Contacts Nimbus Free account.  To create the Client Entity in your Nimbus Professional account, perform the following:

  1. Click Clients menu
  2. Click New Client icon on far right, Top Toolbar
  3. Enter the Client detail – note that fields ticked in green are recommended to be entered.  All other fields are optional.
  4. Click the Update button to save the Client detail

4

Add the Contact as a relation to the Client Entity

This is the person who you deal with in relation to the client.

  1. Click the Expand icon against the client.
  2. Then click the NewContact icon

  3. Click the New Contact button.
  4. Enter all mandatory fields (marked with green tick below) and click the Update button.
  5. Type “Client” into the Contact Type field and tick both the Folder access permitted and Folder Read / Write flags and then click the Update button.

The Contact will now be added to the Nimbus database and their details will be related to the Client Entity.

5

Personalise your dashboard

Nimbus V4 allows users to personalise their Dashboard.

Follow this link to read more if you wish to personalise your Nimbus 4 Dashboard.

6

Upload a PDF document

To upload a PDF document that needs to be signed, into the Client Entity folder, perform the following:

  1. Select the Client menu
  2. Click the Yellow folder icon for the relevant Client Entity
  3. Expand the Client folder to display the following structure
  4. Click the Upload icon as shown below
  5. Either drag and drop or browse to the required PDF document
  6. Click the Profile button
  7. Click the Upload button
  8. The system will upload the file and when uploaded, click the Close button

7

Edit the PDF and assign signature blocks

Edit the PDF and insert Contact Signature blocks on to the document where a signature is required:

  1. Click the PDF icon to edit the file
  2. Click the Insert tab on the ribbon bar
  3. Click the Client Contact OR Client Contact with Date signature icon(s) to insert a signature block
  4. Once inserted, you may use the mouse to drag the signature block to the required location
  5. You may also resize the signature block if required.
  6. Click the Save button to save the updated PDF file
  7. For more information on Nimbus signature blocks please refer to Adding Signature Blocks to PDFs

8

Publish the document to the Client / Contact

Edit the Document properties for the PDF and mark the document to be published.  Ensure the “Send Signature Notification” flag is selected as follows:

  1. Click the Blue edit arrow to open the Document Properties
  2. Select the Published flag
  3. Ensure the Send Signature Notification flag is ticked
  4. Click the Update button

9

A new Nimbus Free account is created and a “Welcome Email” is sent to the Contact

The system will automatically create a new Nimbus Free account and will send the Contact a “Welcome Email”.  The email received will be as follows, and will show the branding of the Supplier account:

10

Contact receives Welcome Email

The email includes a link, which will allow your Contact to setup their Nimbus SSO credentials.

11

Contact also receives a File Sharing email

This email is sent to the Contact and advises that a file has been shared by you with them.

12

Contact is able to login to their Nimbus Free account

Once your Contact has setup their SSO credentials, they will be able to login to their Nimbus Free account.

13

Client views Nimbus Free Dashboard

The Nimbus 4 dashboard displays upon login to the Free account, which includes the following:

  • Document has been added to the In-Tray
  • Notification bell is updated showing a new notification has been received
  • Documents to Sign counter is updated on the Welcome widget
  • Notification is added to the notification widget

14

Contact opens PDF to be signed

Contact can open the document via any of the above methods and the document will display.

The user may view the document, download a copy, or sign the document.

15

Contact to sign document

Contact to click the button on the toolbar and the system will take them through the process of creating their Digital Signature ID.

This is a once off process and once stored, does not need to be repeated. 

Once this is complete, the system will ask them to sign the document.

16

Document signing complete

When all signature blocks have been signed, the system will complete the signing process and advise that the document has been fully signed and a copy returned to the supplier.[SA10] 

17

Supplier Dashboard updated

The Suppliers Nimbus 4 Dashboard will be updated advising that the Contact has signed the document as follows:

  • Document has been added to the In-Tray
  • Notification bell is updated showing a new notification has been received
  • Notification widget is updated showing a new notification has been received

18

Copy of signed file will be stored in the Client Entities yellow folder

Finally, a copy of the signed document will be available in the From Client folder for that Client Entity.

The EAP stage 1 workflow

1. Log in to your Nimbus Professional account

Included in this email is a link to enable you to setup your Nimbus 4 SSO credentials and to accept the T&C of using your Nimbus account. For more information follow Setting up your SSO for Nimbus.

Once you have setup your Nimbus SSO credentials, you will be able to login to your Nimbus account.

2. Create a client

The Client entity folder holds all of the documents relating to that entity.  This is where you will upload files to then Publish (share) with the Contact of this Client Entity. 

The published file will then be accessible via the Contacts Nimbus Free account.  To create the Client Entity in your Nimbus Professional account, perform the following:

  1. Click Clients menu
  2. Click New Client icon on far right, Top Toolbar
  3. Enter the Client detail – note that fields ticked in green are recommended to be entered.  All other fields are optional.
  4. Click the Update button to save the Client detail
3. Add a contact to a client

This is the person who you deal with in relation to the client.

  1. Click the Expand icon against the client.
  2. Then click the NewContact icon

  3. Click the New Contact button.
  4. Enter all mandatory fields (marked with green tick below) and click the Update button.
  5. Type “Client” into the Contact Type field and tick both the Folder access permitted and Folder Read / Write flags and then click the Update button.

The Contact will now be added to the Nimbus database and their details will be related to the Client Entity.

3. Add a contact to a client

This is the person who you deal with in relation to the Client Entity:

  1. Click the Expand icon against the Client Entity
  2. Then click the NewContact icon
  3. Click the New Contact button
  4. Enter all mandatory fields (marked with green tick below) and click the Update button
  5. Type “Client” into the Contact Type field and tick both the Folder access permitted and Folder Read / Write flags and then click the Update button.
  6. The Contact will now be added to the Nimbus database and their details will be related to the Client Entity.

 

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