524 results found for ''
Custom Reports
Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...
Create Bookmarks
Bookmarks are a handy tool that can be used to provide quick access to the content inside your intranet or any external resources. In this article, we will cover how you can create, edit, and remove...
Policy Manager Permissions
When setting up a new policy you will be presented with a Permission dialogue allowing you to have granular control on a policy. View Policy: Viewing a policy only - users with only this permission ...
Policy Manager Reports
This article describes how to use the Reports Module to access dates in your Policies stored in Policy Manager. Date Fields There are 2 date fields that are available in policy properties - Status E...
Themes for any occasion
Overview The Design panel is where different themes can be created. Themes are generally used to serve business purposes like providing an alternative look for extranet area users or an optimised vi...
Courses, Module Permissions and Events - A Pathway that is Job Specific
Article Purpose To review the way that module permissions can impact course content and to explore how Events - that have a specific date and time - can be included into learning pathways to provide...
Adding Images to Pages
Options for adding custom images to pages are detailed below. The best method for your image will depend on its purpose. Image component Allows for a title, tooltip and even URL destination when cli...
Management of Groups, Roles and Single Sign-On (SSO)
Summary During the onboarding process, it’s important that we discuss: How user accounts will be created and updated - do you want to use ‘local’ users, created within Claromentis or instead would y...
On-Premise URL/hostname whitelist - upgrades, installations & general functionality
The following only applies if you host Claromentis On-Premise Introduction This short article will outline the hostnames that we require to access via command-line or Powershell during installations...
Adding an Internet Calendar
What is an Internet Calendar? Calendar information is shared through the Internet using a file upload or URL allowing its events to be displayed between people regardless of the application used to ...
Custom Search using Embed Component in Pages
Overview You can create a component allowing users to perform searches on specific applications such as Knowledge Base, Documents or InfoCapture from any Intranet page made in the Pages application ...
Sync Gmail Calendar to Claromentis
Overview It is possible to display public Google Calendar(s) in the Intranet by generating an iCal URL and tying this address to an Intranet calendar. Starting from Claromentis v8.13.13 internet Cal...
Create an Accordion in the Text Component
The Accordion code differs between versions 8 an 9+ of Claromentis. This article provides code for both versions and can be used as a reference point for updating the code Overview An Accordion can ...
Send in system Infocapture notifications
Overview By default, InfoCapture notifications are sent by email. This is intentional so that users don't miss important notifications triggered by an InfoCapture project, regardless of their n...
Knowledge Base Questions
Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...
Claromentis API Documentation
API Developer Guides & Resources Claromentis APIs, allows you to build a functional app or integration quickly with other systems. Here is a general overview and how to access them. https://deve...
Cancelling or changing past holidays
Cancelling absence or holiday requests As a user, you can cancel previously booked holiday by following these steps. 1. Navigate to My Holidays then click on the Request history tab 2. Cancelation r...
Creating a Knowledge Base article
Introduction Check out our step-by-step guide on how to create a knowledge base article via the Knowledge Base Application. ----------------------------------------------------------------- Adding a...
Projects v2.1+
Front End Options remain the same however they have changed position in the layout slightly from previous versions. On the landing page of the Projects application, you have the options to view: (1)...
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...