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.
Process Documents in the Inbox
The “Inbox” is the location in Nucleus One where documents are sent first for processing.
View Documents in the Folder
Processed documents in Nucleus One are archived in the Folders. By default, the folders are sorted by classifications.
From the “Menu” panel, click to select “Folders”.
The “Folders” Page will show.
Navigate to each “Classification” sub-folders to show the documents.
Search for Documents
Use Search Tool
From the “Search Tool” found at the top-right portion of the page, enter a search term to search for documents.
The top five matching documents will appear on the “Search Tool”.
Scroll up or down to go through the results.
Click the selected result.
A new window will appear to show the selected result.
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.
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.
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”.
From the Slide Menu, select “Send to Recycle Bin”.
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”.
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.
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.
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.