493 results found for ''

Understanding InfoCapture Database Tables

Overview Infocapture projects and tickets are stored within the Claromentis database, this guide is designed to help you navigate around both MySQL and MS SQL tables should you need to access Infoca...

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

Advanced CSS Customisation

Applying CSS (Cascading Style Sheets) 1. From Admin > Infocapture, check out the form you wish to modify. 2. Switch to the 'Form styles' tab. 3. Copy and paste the code provided below t...

3 comments • Last modified on 30 November 2023 in Advanced Guides

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: 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 30 November 2023 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 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 comments2 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 comments3 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...

1 comment • Last modified on 30 November 2023 in Documents

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 comments2 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