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In this guide we’ll cover some document-related functions inside Nucleus One, from uploading and downloading documents, to editing documents and fields, viewing document events, and using some of the document-centric collaboration tools found within Nucleus One.

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Capture New Documents

As a document management system, the processes in Nucleus One start with capturing.

Capture New Documents.

Process Documents in the Inbox

The “Inbox” is the location in Nucleus One where documents are sent first for processing.

Process Documents in the Inbox.

View Documents in the Folder

Processed documents in Nucleus One are archived in the Folders. By default, the folders are sorted by classifications.

Menu, Folders
Click the top-left “Menu” icon to show the “Menu” panel.
From the “Menu” panel, click to select “Folders”.
The “Folders” Page will show.
In the “Folders” Page, from the left panel, the folders are sorted by classifications by default.
Navigate to each “Classification” sub-folders to show the documents.
Menu, Folders Page
SearchTool

Use Advanced Search Tool

From the “Menu” panel, click to select “Search”.

The “Search” Page will appear.

Top 24 documents will show on the page.

Menu, Search
On the left panel, enter your search criteria. While changing the search criterias, the resulting documents in the Search page will continually update to show the best matching documents.

On “Content Search”, enter the full-text value or index to search for.

Under Classification, click to “CHECK” the classification to search. Based on the classifications that are CHECKED, some fields may show. These fields are common between all the checked classifications.

Optionally, enter one or multiple “Field Values(s)” to search.

Click “RESET” to clear the search criteria entered.

Advanced Search Panel

Delete Documents

Navigate to a single document or multiple documents in Nucleus One in the Search Results, Folder, Inbox, or other document pages in Nucleus One.

Click to preview a document. A new tab will appear to show the preview of the document.
While previewing the document, click the ellipsis icon, found at the top right portion of the page.
In the dropdown menu, click “Send to Recycle Bin”.

Ellipsis
Send to Recycle Bin
Optionally, while the document is showing in List View or Card View, click to CHECK a single document or multiple documents to download.

From the Slide Menu, select “Send to Recycle Bin”.

Multiple Documents
Send to Recycle Bin 2

Update or Edit Document Fields

Navigate to a single document or multiple documents in Nucleus One in the Search Results, Folder, Inbox, or other document pages in Nucleus One.

Click to preview a document. A new tab will appear to show the preview of the document.

While previewing the document, click the “Properties” icon, found at the top right portion of the page, to show or hide the “Properties” panel.

While the “Properties” panel is showing, update the Classification. Update one or multiple field values.
When done, click “Commit”.

Update Fields, Commit

Add a Comment

Navigate to a single document or multiple documents in Nucleus One in the Search Results, Folder, Inbox, or other document pages in Nucleus One.

Click to preview a document. A new tab will appear to show the preview of the document.

While previewing the document, click the “Comments” icon, found at the top right portion of the page, to show or hide the “Comments” panel.

Enter a comment. Hit the “enter” key from the keyboard to apply the comment.

A comment cannot be deleted.

Comments

Download Documents

Documents in Nucleus One can be downloaded in many different ways including while previewing a document via the ellipsis icon and viewing from a list of documents or a card view.

Download Documents.

View Document Events

Nucleus One keeps track of the document revisions and changes of the document in the Document Events Page. The Document Events page will show the details of the document’s history, which includes the date and time, the type of event, details of the event, and the user that triggered the event.

View Document Events.

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