141 results found for tag 'user guide'
Documents: Admin Overview
Introduction The admin side of Documents contains features that can be applied to display or configure specific information. Some of these areas are explained in their own User Guides. It is recomme...
0 comments • Last modified on 30 November 2023 in Documents
Documents Front End (General)
Overview The front end of Documents will be used by the majority of end-users. Accessing the application they will be able to see all the folders, subfolders and files administrators have given them...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Permissions explained
Introduction This article details the permissions available in the documents application. An application administrator should set up permissions using the People roles and groups as required across ...
2 comments • Last modified on 1 February 2024 in Documents
Renewing Policies
Overview When policies are close to expiring, you’ll need to renew them so they are up-to-date. In this article, we will provide you with the best way to go about renewing your annual policies while...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Policy Manager
Creating an Approval Process in Policy Manager
As standard, the Policy Manager has two statuses; Draft and Distribution. However, if needed, it is possible to add an additional two statuses between Draft and Distribution to allow for different l...
1 comment • Last modified on 1 December 2023 in Policy Manager
Setting up a Project
Article related to Projects version 2.0+ This article will cover the new features in Project 2.0 showcasing how to set up your project from the front-end, including how to define your team members a...
0 comments • Last modified on 6 December 2023 in Projects
Editing a Document and Version Control
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
How to Create a Training Event
In Claromentis, you can easily create an event as part of the Learning curriculum. You can do so by using the Events application and defining it as a 'Training Event'. Some example trainin...
0 comments • Last modified on 14 December 2023 in Learning & Courses
Embed an Instagram post in Pages
Getting Started Using the embed component for Pages you can display an Instagram post from your account. (A whole feed cannot be displayed as Instagram policy does not allow this; to get multiple po...
1 comment • Last modified on 1 December 2023 in Components
How to create an event
Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...
0 comments • Last modified on 14 December 2023 in Events
How to add Google Document Link (Google Drive)
Overview Google Drive links can be stored in the Claromentis Documents application by following this guide. First, check your system has been configured with Google API allowing you to browse and se...
0 comments • Last modified on 21 July 2023 in Documents
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
0 comments • Last modified on 30 November 2023 in HR
Create a Clickable Image in News
Overview: You may have a large image that is too big to display on the page but would like to enable the image to be clicked on to be presented in full size to the user. Here is a simple guide on ho...
0 comments • 1 person liked this • Last modified on 1 December 2023 in News
HR notification settings and reminders
Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...
0 comments • Last modified on 30 November 2023 in HR
Setting Up the LDAP tool
This article will outline how to use the LDAP tool which sits in the System Panel from Claromentis 8.3+ This LDAP tool means you can connect your company Active directory to sync with your Claroment...
3 comments • 1 person liked this • Last modified on 6 December 2023 in Active directory
HR tool configuration options
Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...
0 comments • Last modified on 30 November 2023 in HR
Install or Update A Mobile App
Custom iOS & Android via Claromentis Apps You have a custom app for your company with its logo and branding. 1. Navigate to the dedicated URL for your app or go to app.claromentis.net then find ...
0 comments • Last modified on 6 December 2023 in Mobile App
Documents: How to monitor files & folders
Introduction In Claromentis, our 'Monitor' feature will allow you to stay updated on your files and/or folders. Notifications can be sent out if new files are added, updated, or deleted vi...
0 comments • Last modified on 30 November 2023 in Documents
Managing Tags
What are tags? Tags are a label in which you can associate a document, knowledge base article, news, e-learning courses, and policies within Claromentis. It helps to organise content with certain ke...
2 comments • Last modified on 6 December 2023 in Getting Started
Courses: Admin Overview
Introduction The guide will provide an overview of the admin area of the Courses (e-learning) application. We will go through the following configuration options: Admin Permissions Course Permission...
0 comments • Last modified on 1 December 2023 in Learning & Courses