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 - ...

0 comments • Last modified on 6 December 2023 in Reports

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...

0 comments1 person liked this • Last modified on 1 December 2023 in Menu Builder

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 ...

0 comments2 people liked this • Last modified on 25 April 2024 in Policy Manager

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...

0 comments2 people liked this • Last modified on 1 December 2023 in Policy Manager

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...

0 comments • Last modified on 8 August 2024 in Design

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...

0 comments1 person liked this • Last modified on 1 December 2023 in Learning & Courses

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...

0 comments • Last modified on 1 December 2023 in Pages

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...

0 comments2 people liked this • Last modified on 30 November 2023 in Getting Started

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...

0 comments • Last modified on 31 January 2024 in Technical Documentation

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 ...

0 comments2 people liked this • Last modified on 14 June 2024 in Calendar

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 ...

1 comment3 people liked this • Last modified on 26 June 2024 in Components

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...

0 comments2 people liked this • Last modified on 14 June 2024 in Calendar

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 ...

1 comment • Last modified on 18 September 2024 in Pages

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...

0 comments1 person liked this • Last modified on 30 November 2023 in Beginner Guides

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...

0 comments • Last modified on 30 November 2023 in Knowledge Base

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...

0 comments • Last modified on 30 November 2023 in Technical Documentation

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...

0 comments • Last modified on 30 November 2023 in Holiday Planner

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...

0 comments • Last modified on 30 November 2023 in Knowledge Base

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)...

0 comments1 person liked this • Last modified on 6 December 2023 in Projects

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...

0 comments1 person liked this • Last modified on 8 March 2024 in Advanced Guides