863-937-0272

Drag and Drop Widget

by Feb 10, 2021Admin and Billing, The Dashboard

A dashboard widget is designed to do one key thing. Capturing documents right from the dashboard can save time and get documents processed right away.

Drag and Drop Capture

The dashboard widget for document capture offers two ways to capture a document.

Main Dashboard Widget

Drag and Drop

Drag and Drop is the ability to select single or multiple files and drag them and drop them right into the widget. These files can be located anywhere that the ability to drag a file is capable, like a folder explorer or email.

File Capture

File Capture opens in file explorer and allows to select single or multiple files.

Folder Explorer

Capture Original Form

The Capture Original Form checkbox keeps an image file in its native format (.png, .jpg, .tif, etc.). If left unchecked it will convert the image file to a .pdf format.

Capture Original Format

Upload complete

After completion of capturing by drag and drop or file capture, the upload complete dialog box will appear to give quick access to process the captured files in the Inbox.   After completion of capturing by drag and drop or file capture, the upload complete dialog box will appear to give quick access to process the captured files in the Inbox.

Upload complete

Search Articles By Category

Related Posts

Setting Up A Dashboard

The dashboard in Nucleus One is designed to provide shortcuts for capturing documents, processing documents from the inbox, and accessing to be approved documents. The purpose is to increase productivity and prevent unnecessary navigations and clicks while streamlining daily processes.

read more

Ask a Question in Our Forum