Document Reporting

Introduction Document reports can be accessed from the admin side of documents. Permissions can be set on the admin side to allow specific users/roles/groups to make reports. This means these users ...

0 comments • Last modified on 3 April 2019 in Documents

2 comments • Created on 5 December 2017 in Events

Uploading a Document

How to add documents in the DMS Introduction Documents can be added to folders from the front end Documents application, and the back end Documents Control Panel. This is of course dependent on if y...

0 comments • Last modified on 2 March 2020 in Documents

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 • 1 person liked this • Last modified on 7 November 2019 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

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 2 May 2019 in Learning & LMS

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 23 July 2019 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 7 June 2019 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 14 October 2019 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