Feb 2, 2021 | Collaboration, Inbox
The Inbox holds new documents that you have captured until you give them a classification. This is also the first opportunity to add index field values to the documents. 1. Go to your inbox by clicking the main menu icon in the top left corner. 2. Click Inbox from the...
Jan 26, 2021 | Basic Setup, Classification and Fields, Creating Classifications, Document Management
Classifications allow you to organize your documents with efficiency and ease. Creating Document Classifications In order to create document classifications in Nucleus One, you must be the creator of a project or have the Administrator role for the project. 1. Capture...
