Set a default folder per client Drag and drop files onto any of the tools to upload them to the client folder and create a link to that file Once linked the document can be previewed or downloaded
Integrate Nimbus with Account Kit and securely create access to client source documents. Add on Nimbus CDM for a full featured Cloud Document Management system.
Create links to source documents across all Account Kit toolsets without having to go back to the DMS to find things.
