12 results found for tag 'files'
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
Documents: Creating a Folder
Creating folders requires specific permission to carry out. Application administrators of Documents can interact with the whole directory (and files within) from the Admin side of Documents, includi...
0 comments • Last modified on 25 September 2024 in Documents
Documents: Digital Marker
Creating a Digital Marker means creating a 'marker' or an indicator in the Intranet for file locations outside Claromentis e.g. on the Internet or physical copies for Intranet users to ref...
0 comments • Last modified on 24 October 2024 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: Assigning permissions on the front end
This guide shows how to update permissions on Folders and Documents from the front end. For more information on the permissions themselves and what each means, see our guide here. ------------------...
0 comments • Last modified on 9 August 2024 in Documents
Documents: Bulk Export
Follow this guide if you wish to bulk export documents and folders en masse from the Intranet. Self-hosted sites can run large exports as well as smaller ZIP downloads in system, however, sites host...
0 comments • Last modified on 30 November 2023 in Documents
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
Documents: Moving Files and Folders
The clipboard can be used to move files or folders to a new location in the directory. Users must have the 'move/delete' permission for the option to move items to appear. ----------------...
0 comments • Last modified on 30 November 2023 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
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
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...
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