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Setting Up A Dashboard

Setting Up A 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...
Processing Documents in the Inbox

Processing Documents in the 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...

Adding and Removing Dashboard Widgets

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...