13 results found for tag 'files'
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...

0 comments • Last modified on 10 July 2025 in Documents

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...

0 comments • Last modified on 10 July 2025 in Documents

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...

0 comments • Last modified on 11 June 2025 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 to each file or folder for the option to move items to a...

0 comments • Last modified on 12 June 2025 in Documents

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...

2 comments1 person liked this • Last modified on 23 May 2025 in Documents

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...

0 comments • Last modified on 4 June 2025 in Applications 🎓

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 comments1 person liked this • Last modified on 29 January 2025 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: 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: 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 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: 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

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...

1 comment • Last modified on 30 November 2023 in Documents