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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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...
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 ...
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...
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...
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...
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. -------------------------...
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...
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...
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...
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...