523 results found for ''
InfoCapture default notification template

When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...

0 comments • Last modified on 6 January 2025 in Beginner Guides

InfoCapture List Options

This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...

0 comments • Last modified on 21 June 2023 in Beginner Guides

InfoCapture custom messages

Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...

0 comments1 person liked this • Last modified on 30 November 2023 in Beginner Guides

Introduction to Infocapture

What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...

0 comments2 people liked this • Last modified on 3 January 2024 in Beginner Guides

Embed a Public Trello board

Please note that currently Trello does not allow to embed private board to a website for the security reasons but might be considered in the future. Read more... Using embed component in Pages, it i...

0 comments1 person liked this • Last modified on 1 December 2023 in Components

How to save your browser's console log

Sometime when you have issue in support tickets we can not replicate we might need to you save a console log to flag up any errors. Console logs include diagnostic messages collected by your browser...

0 comments • Last modified on 30 November 2023 in System Admin

Creating Custom Components for Pages

What is a custom component? You can extend what's available in the list of components within pages by creating a custom component. How to create custom component ? 1. Navigate to Admin > Pag...

0 comments2 people liked this • Last modified on 1 December 2023 in Components

Client Hosted - Install - Pre-flight checklist

This checklist is designed for all Claromentis customers who are providing OnPremise infrastructure. This checklist will be used by Claromentis team in order to determine whether the installation of...

0 comments • Last modified on 26 March 2024 in Platform installs

Policy Manager Drop-In Session (26/9/2018)

Above is the recording of the Claromentis online drop-in session covering the Policy Manager application on the 26th of October 2018. Thank you to all who attended I hope it proved very useful. Incl...

0 comments1 person liked this • Last modified on 1 December 2023 in Policy Manager

How to add HR tool admins

Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...

0 comments • Last modified on 30 November 2023 in HR

iOS & Android Mobile Universal Link

This guide is intended for Claromentis 8.6+ and publically accessible sites only What is a mobile universal link? Mobile universal link allows user to access relevant content faster, typically when ...

0 comments • Last modified on 6 December 2023 in Mobile App

Configuring Web Push Notification with OneSignal

If you have a custom / branded mobile app for your organisation it is likely that OneSignal has been configured as part of Mobile Push Notification. Please contact our Support team to learn more. On...

1 comment1 person liked this • Last modified on 6 December 2023 in Mobile App

How to create an event

Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...

0 comments • Last modified on 14 December 2023 in Events

Events reports

There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will need to be granted permission. For more informat...

0 comments • Last modified on 30 November 2023 in Events

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...

0 comments4 people liked this • Last modified on 1 December 2023 in Learning & Courses

How to Create a Discussion

This guide shows you how to create a discussion topic in the Discuss application. With the correct permissions that have been configured from the admin side of the Discuss application, you will see ...

1 comment • Last modified on 8 August 2024 in Discuss

Set up Managers and Direct Reports

Although the org chart application is a stand-alone feature, it works alongside the People application to demonstrate organisation structure. In order to make sure the information the org chart is r...

0 comments • Last modified on 1 December 2023 in Org Chart

Org Chart Admin

In this article, you will be given an overview of the admin area of the Org Chart application. The Org Chart admin panel consists of two sections Org Chart List and Permissions ---------------------...

1 comment • Last modified on 1 December 2023 in Org Chart

Create a New Org Chart

Requirements Before creating a new Organisational Chart you will ideally have configured your organisation structure correctly. It is not necessarily essential to do this but it makes the process ea...

0 comments • Last modified on 1 December 2023 in Org Chart

Policy Manager Admin

The Policy Manager Admin panel has a variety of configuration options. ----------------------------------------------------------------- Policy Permissions This section allows for users to adjust th...

0 comments • Last modified on 1 December 2023 in Policy Manager