149 results found for tag 'user guide'
Projects: Admin overview

Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...

0 comments • Last modified on 6 December 2023 in Projects

Buttons FAQ's

How do I link to external sites using Buttons? For any external link ensure the absolute URL is correctly entered for the Button: Including the domain name ensures the full pathway is given and will...

0 comments • Last modified on 12 June 2024 in Buttons

News Channels and Templates

With the News application, a News application administrator can create different news channels that will help organise your intranet news by categories and allow users to easily find certain article...

0 comments • Last modified on 1 December 2023 in News

Calendar: Admin overview

Application administrators of Calendar can access its admin side to manage all group or personal calendars created on the site and alter various configuration options. There are 3 tabs on the left s...

0 comments • Last modified on 22 April 2025 in Calendar

Creating a News Article

In this article, we will cover how to set up a news article in the News application. With the correct permissions that have been configured from the admin side of the News application, you will see ...

1 comment1 person liked this • Last modified on 1 December 2023 in News

Subscribing to Knowledge base

The Subscribe feature allows users to follow and keep up-to-date with any Knowledge base category or guides they have permission to. A notification will be generated to a Knowledge base subscriber a...

0 comments • Last modified on 29 July 2024 in Knowledge Base

News: Admin overview

Introduction The News application allows admins to set permissions for news channels and manage news articles within your intranet. The News application admin panel has a variety of configuration op...

0 comments • Last modified on 1 December 2023 in News

License Requests

This article will cover what you need to include in your license request to get this processed. The license request form is used to apply any updates to your user license. Quote changes will be prov...

0 comments • Last modified on 8 August 2024 in Discover

News: Front-end overview

Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...

2 comments • Last modified on 16 November 2023 in News

Getting Started for admins Endorsed

This guide is designed for new intranet administrators and Discover portal users who are new to the platform. Learn about the essential tools for managing your intranet as an administrator and as a ...

0 comments • Last modified on 8 August 2024 in Discover

Deleting a News Article

We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...

1 comment • Last modified on 1 December 2023 in News

Documents: Permissions explained

This article details the permissions available in the document application and explains how to set these to inherit across directory levels. An application administrator of People can create People ...

2 comments • Last modified on 10 July 2025 in Documents

How the 'Open Items' Component Works

Introduction The Open Items component generates a list of InfoCapture tickets that require action, defined as 'In Progress'. This can be set by administrators to populate with tickets from...

0 comments • Last modified on 7 December 2023 in InfoCapture

Document Metadata

The Metadata application allows the inclusion of additional fields within other Claromentis applications, such as Documents and News. These fields allow users to submit further information alongside...

0 comments • Last modified on 20 August 2024 in Documents

User Password Reset by an Administrator of People

Introduction The length and strength of passwords on your site as well as the amount of incorrect attempts users get before their account is frozen is set by an administrator and explained here. A u...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Running an Intranet Soft Launch

This article is a guide for Intranet Administrators who are looking to conduct a soft-launch of their site to their end-users as part of the Claromentis Onboarding process. -------------------------...

0 comments1 person liked this • Last modified on 20 January 2025 in Onboarding

InfoCapture scenario: Making fields appear

Introduction In this article, we will provide an understanding of creating field visibility in a practical form building sense. For this scenario, we will be making a drop-down field to enable a Tex...

0 comments • Last modified on 17 July 2024 in InfoCapture

Site Launch TemplatesĀ 

This article is a guide for Intranet Administrators who are ready to launch their site to their end-users, and are considering how best to initiate this, as part of the Claromentis Onboarding proces...

0 comments • Last modified on 5 February 2025 in Onboarding

News Permissions

In the News application, Permissions are linked to News channels. You can assign permissions by the news channel that will allow you to direct news articles to specific users. This is a good tool to...

0 comments • Last modified on 1 December 2023 in News

Documents: Uploading files from the front end

Documents can be added to folders from the front end or admin side of the Documents application by users with the appropriate permissions to these areas. This guide will detail the steps to follow w...

2 comments1 person liked this • Last modified on 23 May 2025 in Documents