20 results found for tag 'documents'
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...
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 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...
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: 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...
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...
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...
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...
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...
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...
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...
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...
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: 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...
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: 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...
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...
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...
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...
