App-wide features
Notifications, search, dashboard widgets, uploads, and sharing.
By Baltej1 author5 articles
Dashboard widgetsThe dashboard is your home screen — a grid of widgets that pull live data from every module. Each widget summarizes one area of your business and links into the…
File uploads & attachmentsMost modules let you attach files — pitch decks, contracts, financial models, photos, videos. Drag a file in from your computer or click-to-browse. Files store against your organization and count…
Global searchThe command palette is a keyboard-driven launcher for jumping anywhere in Nautis. Open from anywhere with Cmd+K (or Ctrl+K), start typing what you want, and hit Enter to navigate.
Notifications panelKeeps you on top of mentions, task updates, document signatures, social calendar approvals, sharing invites, and other workspace activity. Bell icon in the top bar shows unread count and a…
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, or investor snapshot — without…