Creating and Managing Folders

Creating and Managing Folders

Nucleus One has a customizable folder structure to meet your needs. Creating Folders In order to create new folders in Nucleus One, you must belong to a project or department. Go to the Projects or Departments page. Expand the Project/Department in which you want to...
Creating Workflows

Creating Workflows

Design workflows using Nucleus One’s easy to use workflow creation tool. Set triggers to start a process. Add actions such as wait for approval or send email notifications. Find out all about it below. In order to create workflow in Nucleus One, you must be either an...
Creating Forms

Creating Forms

Nucleus One gives you the power to create fillable forms for your business from directly within the application. Once you’ve created your form, simply make it public and publish the hyperlink on your company’s website to have people filling out the forms with ease. If...
Searching in Nucleus One

Searching in Nucleus One

Searches allow you to locate documents based on field values, and/or values that exist on the document via “Content Search” criteria. This guide will display and explain each type of search criteria and option present within the search area of Nucleus One. Navigate to...
Approving a document

Approving a document

Approvals are easy and intuitive with Nucleus One Workflow . Review your documents pending approval and approve or decline them with a click of a button that can move the document to other users and alert someone via an email notification. An Administrator in Nucleus...
Document Events in Nucleus One

Document Events in Nucleus One

A document’s event history displays any changes a document went through since it was captured. Checking the history of a document can help discern if certain events have occurred as intended to the document. This guide will display how to check the history of a...
Signing a document

Signing a document

Signing a document for Nucleus One is as simple as a few clicks. Whether or not you’re a Nucleus One user, applying your signature to a document from Nucleus One is simple and quick. If you are not a Nucleus One user and received an email request to sign a document,...
Document Sorting and Views

Document Sorting and Views

Customize how groups of documents are displayed in Nucleus One by using our view and sort features: Sort by category, index value, file size, page count and more. Preview the document by seeing a thumbnail with card view, or have a spreadsheet-like list of documents...
Setting Up Signatures

Setting Up Signatures

Signatures are used for a number of reasons ranging from certifying information is correct to acknowledging something has been reviewed. The signing of a document can be used internally or externally. Setting up a signature in a workflow process or through a form is...
GETTING STARTED IN NUCLEUS ONE

GETTING STARTED IN NUCLEUS ONE

Sign up to and create your Organization and Projects to get started in Nucleus One. Sign up to and create your Organization and Projects to get started in Nucleus One. NUCLEUS ONE SIGN UP Go To https://app.nucleus.oneSign up using your Google, Microsoft, or LinkedIn...
Deleting and Restoring Documents

Deleting and Restoring Documents

Deleting a document from the Nucleus One application removes a document from the existing classification it is listed under and moves the document to the recycling bin in the system. A user may navigate to the recycle bin in order to restore the deleted document(s)....

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