493 results found for ''
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 30 November 2023 in Documents
Documents: Assigning permissions on the admin side
This guide shows how to update permissions on Folders and Documents from the admin side. For more information on the permissions themselves and what each means, see our guide here ------------------...
0 comments • Last modified on 30 November 2023 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
Documents Front End (General)
Overview 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...
0 comments • Last modified on 30 November 2023 in Documents
Documents Admin: Manage Documents List
This article is for application administrators of Documents. A sysadmin of your site can make you an administrator if you are not already. This means you can access the Applications > Admin > ...
0 comments • Last modified on 30 November 2023 in Documents
Embed a PDF on a page or in an article
PDFs can be embedded into Pages, News, or Knowledge Base articles. Existing PDFs will need to be uploaded in the Documents application first as this process requires the unique document ID given to ...
2 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
Documents: Deleting or restoring files and Folders
Introduction We will cover how documents can be deleted and recovered using the trash can feature in the Documents application. This can be done from both the front end and the back end of the syste...
0 comments • Last modified on 30 November 2023 in Documents
Security Level in Documents
Overview It is possible to further restrict access to a certain document or folder based on the IP range of the users. For instance, you may want to allow unrestricted access when the user is access...
0 comments • Last modified on 30 November 2023 in Documents
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...
0 comments • Last modified on 30 November 2023 in Documents
Setting up Microsoft OneDrive Integration in Documents
Overview This guide shows you step by step guide to set up a new integration project with Microsoft OneDrive allowing files stored in OneDrive to be added to Documents. ⚠️ This feature is available ...
0 comments • 3 people liked this • 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...
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...
0 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
Documents: Admin Overview
Introduction The admin side of Documents contains features that can be applied to display or configure specific information. Some of these areas are explained in their own User Guides. It is recomme...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Creating a Folder
Introduction Creating folders within the DMS depends on a hierarchical structure where permissions are applied at each level to give different users/roles/groups access. Application administrators o...
0 comments • Last modified on 30 November 2023 in Documents
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...
0 comments • Last modified on 30 November 2023 in Documents
Document Metadata
Introduction Metadata allows the inclusion of additional fields within specific Claromentis applications, such as Documents and News. Fields allow users to submit further information, which is more ...
0 comments • Last modified on 30 November 2023 in Documents
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...
1 comment • 1 person liked this • Last modified on 30 November 2023 in Documents
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...
1 comment • 5 people liked this • Last modified on 30 November 2023 in Documents
Documents: Digital Marker
What is a Digital Marker? Digital Marker allows you to place a 'marker' or an indicator for files or physical files outside Claromentis. There are 2 known use cases: 1. Online File / Asset...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Bulk Import
Overview Follow this guide if you wish to bulk import documents and files which are previously stored in the old intranet or cloud storage into Claromentis. Please note this task does come at a cost...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Documents