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Nimbus Document Manager

Nimbus Year Folder Structure

Introduction

The purpose of this document is to outline the steps in which to configure the MYOB Practice Management (MPM) Year-based Integration with Nimbus. Once this is enabled, any document uploads and publishing from MPM to Nimbus will accordingly create a Year-based folder structure.

For example, when a user uploads a document, the MPM User Interface (UI) will display the document Profile options to choose from. Once the document is uploaded, it will automatically create a Year folder and save in the relevant Year’s folder in Nimbus.

SETUP GUIDE

System Options Configuration

  1. A new System Option has been introduced to enable the Year-based Nimbus feature. This System Option is hidden and its content must be set to 1. Refer to the below scripts:

    1. SELECT * FROM SysOptions
      WHERE Item = 'EnableNimbusYearBasedIntegration'
      UPDATE SysOptions
      SET Content=1
      WHERE Item = 'EnableNimbusYearBasedIntegration'

  2. Once enabled, the MPM UI on Clients, Jobs, Planner and Debtor Management will function in accordance with a Year-based folder structure.

Configuration of Document Types

  1. Navigate to Administration → CDM Tools → Document Types.

  2. or Clients, Jobs, Planner and Debtors Management, the following Document Paths
    must be set with the {Year} variable.

  3. These Paths are what determine the Year folder for the MPM to Nimbus Integration.
    NOTE: The {Year} variable should be set at the start of the Nimbus sub-folder Path.

UI CHANGES AND INTERACTIONS

Documents Upload and Profile Dialog

  1. The Profile Dialog will be available on the Clients, Jobs and Planner UI components, but will be invisible for Debtors Management. The following options are available on the Profile Dialog and these fields can be set before a document(s) is uploaded.

    1. Category: Can be set and pulls the categories from Nimbus.

    2. Revision: Free From Text.

    3. Year: Can change the Year, this will be the Year folder where the document will sync to Nimbus.

    4. Status: Can be set and pulls the Status from Nimbus.

    5. Matter: Can be set and pulls the Matter from Nimbus.

  2. Client and Jobs will have the following UI logic on the documents tab:

    1. A User can upload one or more document(s). Once the selected documents are selected for upload the Profile Document(s) button will be visible

    2. Upon clicking the Profile Document(s) button, the Profile Dialog box will appear for users to set the required fields. The user must Save to keep any changes made to the Document properties that will sync to Nimbus.
      Note: The folders will be name after the year entered into the Year field. If this field is left blank, it will default to the current Financial year.

  3. This will sync to Nimbus accordingly when clicking the upload button:
    6. Custom Fields and Profile properties can be set after having uploaded a document.
    Debtors Management
    1. Debtors Management will use the Period Year in MPM to determine the relevant Year
    folder in Nimbus: