Classifications allow you to organize your documents with efficiency and ease.

Creating Document Classifications

In order to create document classifications in Nucleus One, you must be the creator of a project or have the Administrator role for the project.

1. Capture a document in Nucleus One, or navigate to an existing document.

2. Click the document to open it.

Inbox with single file

3. If the document properties are not showing, click the four stacked lines in the top right corner to display them.

Index Properties Button
Classification Dropdown
4. Choose an existing Classification from the dropdown menu.

To add a new classification to the dropdown menu.

5. Click the three vertical dots in the top right corner.

6. Select “Manage classifications” from the list.

Manage Classifications
7. Click the Plus sign in the top right corner of the list of Active and Inactive classifications.
Add Classifications Button
Add Classification Name
8. Name your new classification by typing in the text box and clicking ADD.

9. Repeat steps 7 and 8 to add more classifications and click CLOSE when done.

Your new classifications will now appear in the dropdown menu.
New Classification Dropdown

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