5 guides
App-wide features
Notifications, search, dashboard widgets, uploads, and sharing.
- Dashboard widgetsThe dashboard is your home screen — a grid of widgets that pull live data from every module you use. Each widget summarizes one area of your business (KPIs, milestones, invoices, leads, wellness, and more) and links into the matching module for the full view. You can choose which widgets to show, drag them into the order you want, and resize each one.6 walkthroughs · 5 FAQs · 4 min read
- File uploads & attachmentsMost modules in Nautis let you attach files — pitch decks, contracts, financial models, photos, videos, and more. The upload experience is the same everywhere: a drop zone where you can drag a file in from your computer, or a click-to-browse picker. Files are stored against your organization and count toward your storage quota.6 walkthroughs · 5 FAQs · 4 min read
- Global searchThe command palette is a keyboard-driven launcher for jumping anywhere in Nautis. Open it from anywhere, start typing what you want, and hit Enter to navigate or trigger an action. It is the fastest way to move around when you know the name of what you need.3 walkthroughs · 5 FAQs · 3 min read
- Notifications panelThe notifications panel keeps you on top of mentions, task updates, document signatures, social calendar approvals, sharing invites, and other workspace activity. A bell icon in the top bar shows your unread count and a quick dropdown of the latest items, with a full page for searching and managing the rest.5 walkthroughs · 5 FAQs · 4 min read
- Sharing & public linksSeveral Nautis modules let you generate a public share link so investors, advisors, or anyone outside your workspace can view a pitch deck, data room, investor snapshot, or other shared asset — without needing to sign up. You stay in control: every link can be password-protected, set to expire, marked read-only or downloadable, and revoked at any time.5 walkthroughs · 6 FAQs · 4 min read
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