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 11 February 2019 in Documents

2 comments • Created on 5 December 2017 in Events

Embed a PDF from Documents within an E-Learning module

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 code, it is possible to view the PDF in a small window...

0 comments • 2 people liked this • Last modified on 23 October 2018 in Learning & LMS

Creating Folder Structure

It is recommended to read the "Create A Folder" and "Folder Permissions" user guides to reinforce understanding of the documents application in Claromentis and how to use it. ---...

0 comments • Last modified on 18 February 2019 in Documents

How to Enable the Online Document Editor

Important Information Online Editor is based on the Adobe Air and Flash technology which many of the modern browsers have started to reduce their support. It is also not supported in Apple iOS devic...

0 comments • Last modified on 20 September 2018 in Documents

Setting up Workflow for Documents

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 • 1 person liked this • Last modified on 6 June 2018 in Documents

Google Viewer

Access to the configuration file is required, please read guidelines here. When a user clicks 'View this document with Google Viewer', a publicly accessibly page is created on the Intranet...

0 comments • Last modified on 20 September 2018 in Documents

Document Smart Object

N.B. This article refers to the legacy application Publish, used in versions below 8.1. In modern versions, the Pages application has effectively replaced the need for Publish. Continue reading if y...

2 comments • 1 person liked this • Last modified on 17 August 2018 in Publish Smart Objects and Components

Document preview: Supported file types

Introduced in Claromentis version 7.0, the document preview feature allows users to view the contents of common file types directly in the browser. Documents are converted to PDF's using Open O...

0 comments • 1 person liked this • Last modified on 20 September 2018 in Documents

How to set up document review dates

Access to the configuration file is required, please read guidelines here. It is possible to set up a metadata field, which can be used to set a review date on documents. A report can then be run ag...

0 comments • Last modified on 20 September 2018 in Documents

Changing the owner of multiple documents

Changing the owner of multiple documents can only be done in the Documents Control Panel. Add the required documents to the Clipboard by ticking the checkbox to the right of the document name and cl...

0 comments • Last modified on 20 September 2018 in Documents