359 results found for ''

Document Reporting

Introduction Document reports can be accessed from the admin side of documents. Permissions can be set on the admin side to allow specific users/roles/groups to make reports. This means these users ...

0 comments • Last modified on 3 April 2019 in Documents

Your Inbox

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This is a simple user guide on how to easily navigate around your inbox. The communication application allows users to send me...

0 comments • Last modified on 22 May 2019 in Communication

People: Phone List and Contacts

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show the phone lsit and contacts features in the people application Steps 1. Both of these items can be acc...

0 comments • Last modified on 22 May 2019 in People (Staff Directory) ▶️

People: Password Policy

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show the password policy ont he admin side of the People application defining password reset dates and stre...

0 comments • Last modified on 22 May 2019 in People (Staff Directory) ▶️

Customisation: 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 'ticket�...

0 comments1 person liked this • Last modified on 13 August 2018 in Beginner Guides

Expressions in Infocapture

Introduction Expressions can be used within Infocapture, to produce calculated values. These expressions should be defined as the default value of the field which should store and display the calcul...

3 comments3 people liked this • Last modified on 9 August 2018 in Advanced Guides

Converting text string date and time

When running infocapture report, you will find that the date and time are displayed in YYYYMMDDHHMMSS format for example: 20151119193000 Date and time format are vary depending which country. This i...

0 comments1 person liked this • Last modified on 29 January 2018 in Advanced Guides

Using Excel formulas to replace data with Infocapture list values for CSV data imports

When preparing to import information into Infocapture, data must be prepared in a way that the software will accept. If your form has a list, Infocapture will expect the select list ID values, rathe...

2 comments2 people liked this • Last modified on 23 February 2018 in Advanced Guides

Infocapture Glossary

Infocapture Glossary BPM Business Process Management Codename The standard URL to access the front end of an Infocapture project is http://yourdomain/intranet/infocapture/project.php?project_id=X A ...

1 comment • Last modified on 13 August 2018 in Beginner Guides

E-forms and Workflows designed by Claromentis

Process Implementation Whilst it is entirely possible for Administrators to create these E-forms and workflows, they may not have time. That’s where we come in! We can work with you to streamline yo...

0 comments • Last modified on 9 August 2018 in Beginner Guides

Behaviour: Field Visibility

Understanding Field Visibility Field Visibility, also known as Field Permissions, is for controlling when parts of your form should show and hide, and when they are editable. You will be able to set...

0 comments1 person liked this • Last modified on 14 August 2018 in Beginner Guides

Behaviour: Workflow

Understanding Project Workflow Project workflow may be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an issue. Wo...

0 comments • Last modified on 14 August 2018 in Beginner Guides

Project Options: Statuses

While some Infocapture projects may be used only for data collection, others may have statuses defined. Statuses may be as simple as... New > In Progress > Closed ... or may be much more compl...

0 comments • Last modified on 14 August 2018 in Beginner Guides

How to Create a Board in Forums

How to Create a Board in the Forum application Introduction The Forum application allows users to participate and contribute in discussions. With the use of permissions, there is complete control ov...

1 comment • Created on 28 April 2014 in Forum

How to Add News Articles

How to add news articles Go to Applications > News. Click the green Add News icon on the toolbar. This will take you to a page where you can start creating your news article. - In the Channel fie...

1 comment • Created on 28 April 2014 in News ▶️

How to Create Calendars

How to create calendars Introduction Different types of calendar can be created, including group calendars and personal calendars, to enable the management of events and sharing of information. How ...

0 comments • Last modified on 25 September 2018 in Calendar

Load-balanced OnPremise Server Install

Load-balanced OnPremise Server Install Description: The work is to set up a client-hosted environment across one or more web servers, which can be accessed to by local users. Load-balanced is implem...

0 comments • Last modified on 25 September 2018 in Platform installs

News: Announcements

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video explains the annoucement feature within the news application and how you can create these to inform users or certai...

1 comment • Last modified on 1 February 2018 in User Guides

Digital Marker

What is Digital Marker in Document ? Digital Marker allows you to place a 'marker' or an indicator for files or physical files outside Claromentis. There are 2 known usecase: 1. Online Fil...

0 comments • Last modified on 13 March 2019 in Documents

How to use the HR tool from the front end

Overview This article will go over how to access users HR information, and set various information up. Accessing the HR tool from the front end From the people application you are able to select a u...

0 comments • Last modified on 30 October 2018 in HR