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How to Report System Errors
Introduction When something goes wrong in Claromentis, a system error is given which contains vital information for us to investigate. Reporting this alongside steps that led up to the error facilit...
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...
How to sign-in without SSO (Single Sign On) Redirect
What is SSO (Single Sign-On) Redirect? When SSO is enabled on your system, typically users will be automatically redirected to the authentication site such as ADFS, LDAP(S), NTLM, or Microsoft Azure...
Export Limitations on Org Charts
I have a large org chart, why is the Export button greyed out? It is very likely that you are using a Chrome or IE browser which has a limit in terms of how large the area of the org chart can be co...
Embed a PDF on a page or in an article
PDFs can be embedded into Pages, News, or Knowledge Base articles. Existing PDFs will need to be uploaded in the Documents application first as this process uses the unique document ID given to each...
Give Access to the Reports Application
Step 1: Navigate to Admin > Reports If you don't have access to the Reports admin panel you need to ask your System Administrator to provide you with access to Report Admin Panel. Learn more...
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...
Customer-Built Plugins
Introduction Please note: This article only applies to customers who host their Claromentis intranet on their own server (on-premise). We’re making some changes to our framework that will affect leg...
Roles & Rights in Projects
Projects version 2.0+ has slight changes to how rights and roles work from previous versions, ensuring more granular control over the permissions certain roles have. The permissions table allows dif...
Documents Admin: Manage Documents List
An application administrator of Documents can access Applications > Admin > Documents > Manage Documents to follow this guide. From this area, an overview of the whole directory is given so...
Documents Front End (General)
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 permissi...
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...
Recalling Policies
Overview If for any reason you need to recall an existing policy, you can follow the steps provided below to keep your policies organised and up-to-date. Any recalled policies will no longer be acti...
Forcing a Google Font as the System Font
Google provides a wide range of fonts that can be embedded onto other sites. In Claromentis, these can be forced as the overall system font or added to CK Editor to appear for selection when creatin...
Policy Asset Types
Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...
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...
Creating a Quiz
Introduction Check out our step-by-step guide on how to create a quiz via the Quiz Application. You can add your own questions to your quizzes and choose from the available configurable options to m...
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
Document export to SFTP or Google Drive
Introduction Documents uploaded to Claromentis can be exported from the application to a separate location, however this needs to be either an SFTP server or Google Drive. Overview of the export pro...
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...