Document workflows
Stop chasing approvals.
Draw the process once in Nucleus One. Each document routes to the right people, reminders go out, signatures get collected and the finished copy files itself.
Every feature on every plan. Works on the web, iPhone and Android.
A workflow in Nucleus One
- 01A document is capturedUploaded, scanned or sent in by a form
- 02It goes for approvalTo one person or a whole group
- 03It is signedBy several people, in order
- 04It is filed where it belongsMoved to the right folder and renamed
Every approval is an email thread.
Documents sit in someone’s inbox.
Workflows send each one on and remind people when it waits.
Nobody knows where a document is.
Every document keeps its full activity history.
Signed copies get lost.
The signed copy files itself in the right project.
Triggers
Starts the moment something happens.
A workflow can start when a document is captured, a form comes in, a task is done or a tag changes.
- Document captured
- Form submitted
- Task completed or tag changed
- Date-based steps, like renewal reminders
Actions
Then the work happens on its own.
Approvals for a person or a group, emails, new tasks, renames and folder moves, in the order you draw them.
- Approvals for one person or a group
- Email and in-app notifications
- Tasks, renames and folder moves
What a workflow can do
- 01Ask for approvalFrom one person or a whole group
- 02Notify peopleBy email and in the app
- 03Create a taskWith an owner and a due date
- 04Rename and moveInto the folder where it belongs
Forms and signatures
Collect it, sign it, file it.
Public form links bring documents and answers in from anyone. E-signatures go to several signers in order, and you see who has signed.
- Public form links
- E-signatures in signing order
- Client portals for people outside your team
Everything included
Every workflow tool, on every plan.
No-code workflows
Pick a trigger and the steps that follow. No developers needed.
E-signatures
Several signers, in order, tracked to the finish.
Forms
Public form links that start a workflow when they come in.
Client portals
Share folders with clients and collect what you need from them.
Full history
Every step and every version on the record.
Zapier and REST API
Start workflows from your other tools, or feed them.
CapturePoint 6 · local AI on your PC
Paper first? CapturePoint 6 files it to Nucleus One.
CapturePoint 6 runs cutting-edge document AI on your own Windows PC. It splits the stack, reads every field and line item, and files each document into Nucleus One, where your workflow takes over.
How you buy it
Start free. Grow one person at a time.
Priced per user, with every feature on every plan.
- Every feature on every plan
- Add or remove people at any time
- Web, iPhone and Android apps included
Questions
Do I need a developer to build a workflow?
No. You pick what starts the workflow and what happens next from menus. No code.
Can a workflow collect signatures?
Yes. E-signatures are built into Nucleus One on every plan. Send a document to several signers in order and track who has signed.
How much does it cost?
Nucleus One is priced per user, with every feature on every plan. Tell us about your setup on the pricing page and we will send pricing that fits, or book a free live demo and we will walk you through it.
More about Nucleus One
Free live demo
Bring one approval process. We will build it live.
Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.
- A live tour of the products that fit your work
- Your own documents, set up and shown working
- Your workflow and process, mapped with you
- Straight answers from people who build it
