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Creating Workflows

Creating Workflows

Design workflows using Nucleus One’s easy to use workflow creation tool. Set triggers to start a process. Add actions such as wait for approval or send email notifications. Find out all about it below. In order to create workflow in Nucleus One, you must be the...
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...
Setting Up A Dashboard

Drag and Drop Widget

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...
Creating Workflows

Creating Forms

Nucleus One gives you the power to create fillable forms for your business from directly within the application. Once you’ve created your form, simply make it public and publish the hyperlink on your company’s website to have people filling out the forms with ease. If...
Creating Projects

Creating Projects

Creating a new project in Nucleus One is a simple straight forward process. There is no limit to the number of projects that you can create or join. You can utilize projects to divide your Organization within Nucleus One. They allow you to bring multiple departments...
Signing a document

Signing a document

Signing a document for Nucleus One is as simple as a few clicks. Whether or not you’re a Nucleus One user, applying your signature to a document from Nucleus One is simple and quick. If you are not a Nucleus One user and received an email request to sign a document,...
Approving a document

Approving a document

Approvals are easy and intuitive with Nucleus One Workflow . Review your documents pending approval and approve or decline them with a click of a button that can move the document to other users and alert someone via an email notification. A user with an Administrator...
Document Sorting and Views

Document Sorting and Views

Customize how groups of documents are displayed in Nucleus One by using our view and sort features: Sort by category, index value, file size, page count and more. Preview the document by seeing a thumbnail with card view, or have a spreadsheet-like list of documents...
Creating Workflows

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...
Creating Workflows

Creating and Managing Folder Groups

Nucleus One has a customizable folder structure to meet your needs. Start with a grouping based on document category, but this can be edited to your liking. You can also group the documents utilizing a combination of categories and index values to create a folder tree...
Building A Custom Form in Nucleus One

Building A Custom Form in Nucleus One

Creating your own custom easy to use form in Nucleus One with fields, indexing, and digital signatures could not be more simple. Creating A Form Building a form starts with knowing what kind of form you are looking to create. In the main navigation drawer, open the...