14 results found for tag 'files'
Documents Configuration Panel
There are various confiugration options available in the Documents application. The configuration options will reflect what can be viewed & edited from the front-end of the Document application....
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...
Documents: Bulk Export
Follow this guide if you wish to bulk export documents and folders en masse from the Intranet, and your site is self-hosted. Self-hosted sites can run large exports as well as smaller ZIP downloads ...
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 to each file or folder for the option to move items to a...
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: 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...
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: 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...
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...
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: 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...
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. ------------------...
Documents Admin: Manage Documents List
An application administrator of Documents can access Applications > Admin > Documents > Manage Documents to follow this guide. --------------------------------------------------------------...
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...