21 results found for tag 'documents'
Documents: Uploading files from the front end
Documents can be added to folders from the front end or admin side of the Documents application by users with the appropriate permissions to these areas. This guide will detail the steps to follow w...
Document Preview
Configuration By default, opening a document from the front end of the application will load the preview page. There is a configuration option in Admin > Documents > General Configuration whic...
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...
Documents: Uploading files from the admin side
Documents can be added to folders from the front end or admin side of the Documents application by users with the appropriate permissions to these areas. This guide will detail the steps to follow w...
Documents: Workflows (Example 1)
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...
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...
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...
Introduction to 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 hierarchical structure. In Claromentis the...
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...
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...
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...
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...
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...
Uploading New Document Versions
Documents in Claromentis can be updated by users with the correct permissions, and new versions replace the old rather than uploading them as a completely new item. A user needs at least 'View&...
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...
Documents: How to monitor files & folders
Users can monitor folders or files on the front end of the Document application. This means notifications will be sent if new files are added, updated, or deleted from it. Users will only be able to...
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: Creating Links
Document Links can be created across the directory from the front end (by users with 'Edit & Approve' permission) or the admin side (by application administrators of Documents) Links c...
Document preview: Supported file types
The document preview page allows users to view the contents of common file types directly in the browser. This is powered by an open-source office application called OpenOffice. Documents are conver...
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