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Basic Training

Secure Client Portal

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 Buy 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 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 and share and sign documents.

Duration:

This course is provided via Zoom online and runs for 2 hours.

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 Setting up your Team Access Customising your Nimbus Emails Working with Grids Finding Files

Digital Signatures


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

Your Secure Client Portal


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

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Save time. Work remotely. Communicate better.

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