May 19, 2022 | Basic Setup, Dealing With Documents, Sharing & Collaboration
Document subscriptions allow you to stay up to date on any developments pertaining to a particular document by receiving email notifications. This can include, but is not limited to, classification changes, property updates, and comments from other users. What are...
May 19, 2022 | Basic Setup, Dealing With Documents
The TWAIN Capture function allows users to upload documents from their local computer into Nucleus One, or to directly scan in physical documents using a scanning device attached to their computer. How-To Click on your Projects option, select your project and click on...
May 19, 2022 | Basic Setup, Dealing With Documents
There are many ways to capture documents in Nucleus One. Today I am going to show you how to drag and drop files into nucleus one. Navigate to the project you would like to capture under. Then, click on your Documents folder or a subfolder within the documents folder....
May 19, 2022 | Basic Setup, Sharing & Collaboration
Working with a team often is a collaborative effort and that is no different with documents. Oftentimes discussing content, tasking changes, and even just keeping tabs on the status of things becomes part of the process. It can start from the moment the document has...
May 19, 2022 | Building & Sharing Forms
There are several reasons why a form is needed. Maybe you are applying for a loan or a new job. Perhaps it is the first visit to a doctor’s office. By processing forms electronically, allowing the documents to be processed much faster. Completing Forms Accessibility...
May 18, 2022 | Basic Setup, Dealing With Documents, Sharing & Collaboration
Collaborating on documents has a number of advantages including setting tasks to sharing files and sending documents for signatures. The biggest form of collaboration is through document discussions which gives members the ability to chat, make notes, reference other...
May 18, 2022 | Basic Setup, Dealing With Documents
Document events are created when user or workflow actions manipulate a document in Nucleus One. This guide will display what the different basic event types mean when reviewing the event history of a document. This article also contains examples of how these event...
May 18, 2022 | Basic Setup, Dealing With Documents
These are the common and basic document management tasks in Nucleus One. Capture New Documents As a document management system, the processes in Nucleus One start with capturing. View Documents in folders Processed documents in Nucleus One are archived in folders. By...
May 17, 2022 | Basic Setup, Dealing With Documents
TWAIN Capture Feature in Nucleus One allows users to use TWAIN compatible scanner devices. Additionally, this feature allows users to navigate to an image file stored in the local PC and upload the image file to Nucleus One. The image file will be processed for OCR....
May 17, 2022 | Basic Setup, Sharing & Collaboration
Documents in Nucleus One can be downloaded in many different ways, including while previewing a document via the ellipsis icon, viewing from a list of documents, or a card view. Steps Login. Navigate to a single document or multiple documents in Nucleus One in the...
May 17, 2022 | Basic Setup, Sharing & Collaboration
After subscribing to a document, the document will be listed in your “Subscription” Page, and the user will have direct access to the document. Additionally, the user will be notified on any changes or events in the document. After subscribing to a document, the...
Mar 26, 2021 | Blog, Business Processes, Solutions
With BPMS like Nucleus One, the property inventory process can be an efficient and paperless process. One of the most daunting tasks I’ve had to do is property inventory, which usually comes with a thick stack of paper delivered to my desk on a quarterly basis. The...
Feb 19, 2021 | Blog, Business Processes, Document Management, Solutions
Our “Paper Waste” series highlights real-life office blunders and how to resolve them, reduce paper waste, and introduce effective and efficient business processes using Nucleus One. Paper and Ink Waste As an IT professional, I have witnessed and been guilty of real...
