Feb 16, 2021 | Basic Setup, The Dashboard
Easily access your most viewed documents by adding specific folders as widgets to your dashboard. How to make a folder widget in the Dashboard One of the most helpful widgets you can add to your dashboard is a folder widget. Like a shortcut, this is a quick way to...
Feb 10, 2021 | Admin 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...
Feb 10, 2021 | Admin and Billing, The Dashboard
A dashboard widget is designed to do one key thing. Capturing documents right from the dashboard can save time and get documents processed right away. Drag and Drop Capture The dashboard widget for document capture offers two ways to capture a document. Drag and Drop...
Feb 1, 2021 | Basic Setup, Collaboration, Forms, Setting Up Signatures, Signatures, Workflow
Signatures are used for a number of reasons ranging from certifying that information is correct, to acknowledging something has been reviewed. The signing of a document can be used internally or externally. Setting up a signature in a workflow process or through a...
Jan 15, 2021 | Admin and Billing, The Dashboard
The Dashboard can be personalized by adding Widgets, which will be shortcuts to the different User Menu Items in Nucleus One. Drag and drop files or File Capture, see your Inbox or Approvals, or quickly access your Subscriptions Page, Folders, or even Search from...
