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.
By default, every use is equipped with the ability to capture documents as soon as the project or organization is created.
The dashboard can be customized to the activities needed with the specific widget that is designed for the task.
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.
This widget is used to process documents by selecting classification and entering index fields associated with the classification.
This widget is a shortcut to any documents that require the individual user review for approval or rejection.
This widget is a shortcut to documents that have been subscribed to for quick access.
This widget gives shortcuts to folders that are accessed frequently.
To add the folder select the classification.
This widget gives shortcuts to searches that are used frequently.
To add the search select the classification, full text content, and index values.
This widget is a shortcut to any documents that require the individual user review for signature.
Need Signature (all users)
This widget is a shortcut to any document that is pending signature by all users.
The widgets in the dashboard can be moved to best fit the user’s needs.
At any time widgets can be deleted by dragging the unwanted widget to the trash can. The widgets can be readded if needed.