863-937-0272

Document Sorting and Views

by Feb 2, 2021Document Management, Sort and View

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 with list view.

To change view or sort settings in Nucleus One, navigate to any of the following menus that can display multiple documents at once: Inbox, Subscriptions, Approvals, Need Signature, Folders, or Search results.

Card View is the default for each user when they join a Nucleus One project.

This setting displays previews of documents that include the filename, a thumbnail image of the first page of the document, document capture date and time, filesize, and page count.

Inbox Card View

Once a document is beyond the inbox, more information is added to the cards. In Search Results, Need Signature, and Folders, the classification and index values are added.

Folder Card View
Subscription Card View

In Subscriptions the date and time that you subscirbed to the document are added as “Subscription Created On”.

Finally, in Approvals, the Process name, Process stage, Process role, and Process creation date and time are added to the card.

Approval Card View

To change the sort parameter while in card view:

1. Click the Sort button on the toolbar.

Sort Card View

2. Choose your sorting method.

• Toggle on Descending to reverse the current sort.

• A list of choices based on the values displayed on the card for your menu.

Sort Options Card View

To change your view from card view to list view:

1. Click the list view button on the toolbar.

Change Card View

List view displays the documents in a spreadsheet format. Again, the information available changes depending on which menu you are using.

The Inbox contains the filename, its creation date and time, and the page count.

Inbox List View

The Search Results, Need Signature, and Folders, includes the classification and index values of the documents.

Search List View

The Subscription list adds “Created On” which records when the user subscribed to the document.

Subscription List View

Just like in the card view, the Approvals list contains the Process name, Process stage, Process role, and Process creation date and time as “Created On” for each document pending approval.

Approval List View

To sort in the list view:

1. Click the header of the column that you wish to sort by.

• The column that displays the arrow indicates which column the list is sorted on. An arrow pointing down represents descending order, an arrow pointing up represents ascending order.

Sort List View

To change your view from list view to card view:

1. Click the card view icon on the toolbar.

Change List View

Search Articles By Category

Related Posts

Ask a Question in Our Forum