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Setting Up A Dashboard

by Feb 10, 2021Admin and Billing, The 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.

The Dashboard

By default, every use is equipped with the ability to capture documents as soon as the project or organization is created.

Main Dashboard Widget

Widgets

The dashboard can be customized to the activities needed with the specific widget that is designed for the task.

All Widgets

Drag and Drop

This widget is used to capture documents by either dragging and dropping the file directly onto the widget or by selecting the files using the folder explorer.

Drag and Drop

Inbox

This widget is used to process documents by selecting classification and entering index fields associated with the classification. 

Inbox Widget

Approvals

This widget is a shortcut to any documents that require the individual user review for approval or rejection.

Approvals Widget

Subscriptions

This widget is a shortcut to documents that have been subscribed to for quick access.

Subscription Widget

Folders

This widget gives shortcuts to folders that are accessed frequently.

Folder Widget

To add the folder select the classification.

Creating Folder Widget

Searching

This widget gives shortcuts to searches that are used frequently.

Searching Widget

To add the search select the classification, full text content, and index values.

Creating Search Widget

Need Signature

This widget is a shortcut to any documents that require the individual user review for signature.

Need Signature Widget

Need Signature (all users)

This widget is a shortcut to any document that is pending signature by all users.

Signature all users Widget

Reorganizing

The widgets in the dashboard can be moved to best fit the user’s needs.

Completed Dashboard

Deleting Widgets

At any time widgets can be deleted by dragging the unwanted widget to the trash can. The widgets can be readded if needed.

Deleting Widgets

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