141 results found for tag 'user guide'
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
0 comments • Last modified on 30 November 2023 in Beginner Guides
The Main Menu
Overview The video above will cover how to set up your main menu bar, including permissions and managing links. The admin side & main menu permissions 1. Navigate to Admin > Menu Builder. 2. ...
0 comments • Last modified on 1 December 2023 in Menu Builder
InfoCapture custom messages
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Beginner Guides
Marketplace user directory sync - user guide
User Directory Sync User Guide Key points Our user directory sync module allows scheduled user attributes updates from three separate sources: Azure Active Directory, Okta Universal Directory and CS...
0 comments • 2 people liked this • Last modified on 19 June 2024 in Technical Documentation
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
0 comments • 2 people liked this • Last modified on 3 January 2024 in Beginner Guides
Discuss: Front-end overview
The Discuss application is a great tool for team and company collaboration. Admins can create discussion topics that are public or private to selected individuals and teams that can all be shared al...
0 comments • Last modified on 28 November 2023 in Discuss
Events reports
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
How to create a Personal or Group Calendar
Introduction Administrators can create group calendars to manage events across the user base. Any user can create personal calendars only they will see on the front end, but there is the option to a...
0 comments • Last modified on 14 June 2024 in Calendar
Create a New Org Chart
Requirements Before creating a new Organisational Chart you will ideally have configured your organisation structure correctly. It is not necessarily essential to do this but it makes the process ea...
0 comments • Last modified on 1 December 2023 in Org Chart
How to add a day type in Holiday Planner
Introduction Within the Holiday Planner application, you are able to add and edit day types. This allows you to configure what requests users can make. Adding a Day You will need to go to: Admin >...
0 comments • Last modified on 30 November 2023 in Holiday Planner
Org Chart Admin
In this article, you will be given an overview of the admin area of the Org Chart application. The Org Chart admin panel consists of two sections Org Chart List and Permissions ---------------------...
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
Documents: Uploading A File
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...
2 comments • 1 person liked this • Last modified on 30 November 2023 in Documents
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
Document Metadata
Introduction Metadata allows the inclusion of additional fields within specific Claromentis applications, such as Documents and News. Fields allow users to submit further information, which is more ...
0 comments • Last modified on 30 November 2023 in Documents
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: Creating a Folder
Introduction Creating folders within the DMS depends on a hierarchical structure where permissions are applied at each level to give different users/roles/groups access. Application administrators o...
0 comments • Last modified on 30 November 2023 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)
Document Reports
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
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