Getting Started with Ademero
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Welcome to Ademero
Welcome to the Ademero document management ecosystem. This guide will help you get started with our suite of products and services. Ademero is a comprehensive platform designed to modernize how organizations manage, process, and automate their document workflows. Whether you're a small business looking for basic document storage or a large enterprise requiring complex workflow automation, Ademero has the tools you need to succeed.
What is Ademero?
Ademero provides enterprise document management solutions including Content Central for document storage, Nucleus One for project management, CapturePoint for scanning, and AP Central for invoice processing. Our platform is built on industry-leading cloud infrastructure with bank-grade security, ensuring your documents are always protected, accessible, and compliant with regulatory requirements. We serve thousands of organizations across industries including healthcare, finance, legal, manufacturing, and more.
Choose Your Product
Select the product that best fits your needs: Content Central for general document management and secure storage, Nucleus One for free project management and team collaboration, CapturePoint for intelligent document scanning and capture, or AP Central for accounts payable automation and invoice processing. Many organizations use multiple Ademero products together to create a unified document management and automation platform. Our products are designed to work seamlessly together, sharing authentication, storage infrastructure, and automation workflows for maximum efficiency.
Account Setup
Follow these steps to set up your Ademero account. The setup process is quick and straightforward, typically taking less than 5 minutes from start to finish. You will have immediate access to your platform after completing these steps:
- Visit ademero.com and click "Start Free Trial" to begin the registration process
- Choose your product based on your primary needs (Content Central, Nucleus One, or AP Central)
- Enter your business information including company name, industry, and expected document volume
- Create secure login credentials with strong password requirements and two-factor authentication options
- Verify your email address by clicking the confirmation link sent to your inbox
- Complete your profile including phone number, job title, and organizational role
- Configure basic organization settings such as company name, timezone, and language preferences
- Choose your preferred notification settings and communication preferences
- Accept the terms of service and privacy policy
Initial Configuration
Configure your system for optimal performance and to match your organization's specific requirements. These configuration steps will establish the foundation for all your document management activities and ensure your team has the right access levels and tools they need.
User Management
Add team members, set permissions, and create user groups to control access to your documents and workflows. Navigate to Settings > Users to manage your team and assign roles. Define role-based access control (RBAC) to ensure each team member has appropriate permissions for their responsibilities. You can create custom roles beyond the standard admin, manager, user, and viewer roles to match your organization's structure. Consider your security requirements and principle of least privilege when assigning permissions.
// Example user permissions structure
{
"admin": ["all"],
"manager": ["read", "write", "approve"],
"user": ["read", "write"],
"viewer": ["read"]
}Document Structure
Set up your folder hierarchy, document types, and metadata fields to organize your content effectively. Plan your folder structure before implementation to ensure scalability and ease of navigation. Define custom metadata fields that capture important information specific to your documents, such as department, project, cost center, or classification level. Document types help categorize documents and enforce consistent metadata collection. Establish naming conventions for consistency across your organization and implement retention policies for different document types.
Workflow Configuration
Create approval workflows, automated routing rules, and notification settings for your business processes. Workflows automate the movement of documents through your approval chains, reducing manual handoffs and improving efficiency. Configure conditional routing to send documents to different approvers based on criteria such as document value, department, or type. Set up automatic notifications to keep team members informed of pending approvals and upcoming deadlines. Test workflows with sample documents before deploying to production.
Security Settings
Enable two-factor authentication (2FA) for all users to add an extra layer of security. Configure IP whitelisting if required by your organization's security policy. Set document encryption preferences for sensitive materials. Establish audit logging to track all document access and modifications. Review and configure API access permissions if integrating with other systems.
First Steps
Start using Ademero with these initial tasks. We recommend completing these in order to ensure you have a solid foundation for using the platform effectively. Each task typically takes only a few minutes to complete.
- Upload your first document to familiarize yourself with the upload interface and document management
- Create a folder structure that reflects your organization's document organization strategy
- Invite team members and assign appropriate roles to enable collaboration
- Set up a basic workflow to test the approval and routing processes
- Configure security settings including two-factor authentication and encryption preferences
- Test document search functionality to verify full-text indexing and metadata filtering work correctly
- Review the activity log to understand how audit trails track user actions
- Configure notification preferences to control how your team receives alerts
- Set up document retention policies for compliance and storage optimization
- Document your custom configuration for future reference and onboarding
Getting Help
We provide comprehensive support through multiple channels to help you succeed with Ademero. Our support team is available 24/7, and our knowledge base contains thousands of articles covering every feature and common use case.