Nucleus One help
What are you trying to do in Nucleus One?
Document management, approvals, and team workflows in the cloud.
Compliance
2 guidesControl capabilities, certifications, and the audit evidence behind them.
Nucleus One FINRA compliance documentation
What Nucleus One provides toward FINRA books-and-records obligations — the control capabilities, the audit evidence they produce, and the certified infrastructure behind them.
Nucleus One SOX (Sarbanes-Oxley) compliance documentation
What Nucleus One provides for your Sarbanes-Oxley (SOX) program — the control capabilities, the audit evidence it produces, and the infrastructure certifications behind it.
Administration
2 guidesOrganizations, members, permissions, and moving in from other systems.
Manage project users and groups
The two membership layers — organization members and project members — plus groups, the Project Manager and Stakeholder roles, and the Project Profile permission levels (Everything, Direct assignments, Nothing) that decide what members actually see.
Migrate from Content Central to Nucleus One
The built-in migration path: generate a Nucleus One API key, connect Content Central's Migrate to Nucleus One page with it, choose how missing files are handled, and understand the catch-up phase before the migration is finalized.
Search, forms, workflow, and the day-to-day work inside projects.
Build and submit forms
Design a form template — blank, copied, or on top of a PDF — place its fields, then get it filled two ways: a public link anyone can open, or shares to named people. Every submission arrives as a document in the project.
Find anything with advanced search
The two searches — the instant box in the top bar that sweeps the whole organization, and the Search screen's three-step criteria builder that digs into one project by field, operator, and value — plus the templates that save a search worth repeating.
Run accounts payable in Nucleus One
An AP project assembled from verified parts: invoice fields, an upload-triggered workflow process, an approval with required-fields enforcement, and folder filing — with the design decisions that keep it working at month three.
Run HR files in Nucleus One
Employee files with access control that actually holds: per-folder sharing on top of Direct assignments, the fields and tags that make records findable, and onboarding as a repeatable workflow process.