Documents: Admin Overview

Only application administrators of the Documents application can access this area via Applications > Admin > Documents. 1. ERMS features These options can be changed depending on company needs...

0 comments • Last modified on 13 September 2024 in Documents

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...

0 comments • Last modified on 9 August 2024 in Documents

Documents: Assigning permissions on the admin side

This guide shows how an application administrator can update permissions on Folders and files from the administrative side. For more information on the permissions themselves and what each means, se...

0 comments • Last modified on 9 August 2024 in Documents

Infocapture Like button

Module description This module provides an admin panel which lists the InfoCapture projects in the system. When an admin selects one or more of these projects, and saves the config, those projects w...

0 comments • Last modified on 2 November 2022 in Marketplace & Custom

Documents: Linking documents

Documents can be linked from the front end of the Documents application. A document can be hosted in one folder and accessed via a link from a different location. This means a single document can be...

0 comments • Last modified on 30 November 2023 in Documents

Document preview: Supported file types

The document preview feature allows users to view the contents of common file types directly in the browser. This is powered by an open-source office application called Open Office. Documents are co...

0 comments • 2 people liked this • Last modified on 24 October 2024 in Documents

Embed a PDF from Documents within an E-Learning module

Claromentis E-Learning module version 2.3.14+ required When creating a module, you can user "Inner File" to provide a link to a document in the Documents application. With the use of embed...

0 comments • 4 people liked this • Last modified on 1 December 2023 in Learning & Courses

Documents FAQ's

A user reports they cannot access a certain folder, how do I investigate this? Access is controlled by permissions so if there are access issues it is likely the user is not included in view permiss...

0 comments • Last modified on 30 November 2023 in Documents

Introduction to the Documents Application

What is the Documents application? A folder directory structure is the organisation of an operating system's files and how this is displayed to a user. Files are typically laid out in a hierarc...

0 comments • 1 person liked this • Last modified on 19 December 2023 in Documents

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

Migrating files to Claromentis Documents

Overview Migrating your company data and files to the Claromentis Document Management System requires careful planning to be successful. The purpose of this article is to provide you with an overvie...

1 comment • Last modified on 30 November 2023 in Documents

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 27 September 2024 in Documents

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

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

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...

0 comments • Last modified on 9 August 2024 in Documents

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

Documents: Bulk Import

Please check the advice below before proceeding If your site is self-hosted (your team hosts the site on-premise) bulk document imports can be performed by your team following this guide. If any hel...

0 comments • 1 person liked this • Last modified on 24 October 2024 in Documents

Document Preview

Navigating to a document on the front end of the application will load a preview. There is a configuration option in Admin > Documents > General Configuration that affects whether a preview wi...

0 comments • Last modified on 24 October 2024 in Documents

2 comments • Created on 5 December 2017 in Events

Documents: Workflows

What's possible within Documents Workflow? Within the Documents application, it is possible to create workflow rules to setup any of the following: Create states for documents, such as Awaiting...

1 comment • 5 people liked this • Last modified on 30 November 2023 in Documents