Overview Migrating your company data and files to the Claromentis Document Management System requires careful planning to be successful. The purpose of this article is to provide you with an overvie...
Introduction Documents in Claromentis can be updated whenever required. New versions replace the old rather than uploading as a new item completely. The audit log and version history that run in con...
0 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
Introduction Document reports can be accessed from the admin side of the application by administrators. There is an option to allow other users to run the reports from the front end who are not admi...
0 comments • Last modified on 30 November 2023 in Documents
How to add documents in the DMS Documents can be added to folders from the front end and admin side of the Documents application. This is of course dependent on if you have the appropriate permissio...
1 comment • 1 person liked this • Last modified on 30 November 2023 in Documents
What's possible within Documents Workflow? Within the Documents application, it is possible to create workflow rules to setup any of the following: Create states for documents, such as Awaiting...
1 comment • 5 people liked this • Last modified on 30 November 2023 in Documents
What is a Digital Marker? Digital Marker allows you to place a 'marker' or an indicator for files or physical files outside Claromentis. There are 2 known use cases: 1. Online File / Asset...
0 comments • Last modified on 30 November 2023 in Documents
Overview Follow this guide if you wish to bulk import documents and files which are previously stored in the old intranet or cloud storage into Claromentis. Please note this task does come at a cost...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Documents
Introduction This guide will outline all the configurable options on the administrative side of the Expense application. In order for Expenses to be submitted these aspects need to be set up first, ...
Introduction The Expenses application supports the submission, management and approval of employee or client project expenses. Along with the number of receipts uploaded, the date in which the expen...
0 comments • Last modified on 30 November 2023 in Expenses
We will give you an overview of the admin area of the Event application. Navigate to Admin > Events, you will land on the Events admin panel where the configuration is separated into two sections...
0 comments • Last modified on 30 November 2023 in Events
Overview An ics. file is an iCalendar (iCal) file that can be saved to your personal calendar. When receiving an email invitation from the Events application, you will find the event .ics file along...
0 comments • Last modified on 30 November 2023 in Events
Why can't I select a Google Map location for my Event? If you see an error or cannot select a location this means that the Google Map API has not been set up on your site, as this facilitates s...
0 comments • Last modified on 30 November 2023 in Events
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will need to be granted permission. For more informat...
0 comments • Last modified on 30 November 2023 in Events
When planning your events in Events module, you may need to consider that Recurring events is not the same as Multi-day events. Here is an illustration to highlight the differences:
0 comments • Last modified on 30 November 2023 in Events
Introduction This guide will outline how to submit an expense in the Intranet, subsequent approval process and in which status scenarios a notification will be generated. The submitter of an expense...
0 comments • Last modified on 30 November 2023 in Expenses
Documents can be linked from the front end of the Documents application. A document can be hosted in one folder and accessed via a link from a different location. This means a single document can be...
0 comments • Last modified on 30 November 2023 in Documents
How do I change the Expense Types for selection? An administrator of the Expense application can make updates to the options seen on the front end via the 'Expense Types' tab on the admin ...
0 comments • Last modified on 30 November 2023 in Expenses
The guide will provide an overview of the admin area of the Pages application. We will go through the following configuration options: Sites Permissions Components To learn more about the front-end ...
0 comments • Last modified on 1 December 2023 in Pages
This guide is applicable for Stock Component 2.7 for Claromentis 8.13 and 3.0 for Claromentis 9/10 Our Stock Component uses data provided by TwelveData Under the basic free plan, you are limited to ...
0 comments • Last modified on 1 December 2023 in Components
Embedding social media posts and feeds using the embed component can enhance user engagement, extend reach, and drive traffic. In this article, we will outline how to embed social media elements ont...
0 comments • 2 people liked this • Last modified on 1 December 2023 in Components