295 results found for ''

Roles and Permission in Projects

In Projects we have the following roles: PM : Project Manager Senior Team: Senior team can edit project team and has access to sensitive project information such as financial information (used in pl...

0 comments1 person liked this • Last modified on 6 May 2017 in Projects

How to use digital signatures in InfoCapture

Digital signatures in InfoCapture Our Trainer Michael Hassman takes us through using the new digital signatures functionality in InfoCapture. The digital signatures field is available to use from Cl...

0 comments1 person liked this • Last modified on 20 September 2018 in Infocapture

Claromentis Homepage Walkthrough

A walk through the Claromentis 8 homepage Our Trainer Michael Hassman guides us through the main features of the Claromentis homepage. Your browser doesn't support video. Please download the fi...

0 comments • Last modified on 20 September 2018 in Advice, Guidance, Tips

Policy Manager Lifecycle and Workflow

Overview Policy Manager helps organisations to maintain and manage the lifecycle of policies or procedures. It guides the process of policy creation, consultation, ratification, and distribution, al...

1 comment • Last modified on 29 January 2018 in Policy Manager

Holiday planner drop in recording

Recording of the holiday planner drop-in session from the 11th of July 2018. Includes creating of new holiday day types, setting zones and groups, common holidays and users quota. From the front end...

0 comments1 person liked this • Last modified on 20 September 2018 in Holiday Planner

How to Add an Event to a Calendar

How to add an event to a calendar Go to Applications > Calendar Locate the desired date and click on the time that you want the event to start. A pop-up will appear, where you can enter the detai...

1 comment • Last modified on 25 September 2018 in Calendar

Single SaaS Server Install - Work package

Single SaaS Server Install Description: The work is to set up a cloud-hosted environment, which can be accessed to by Claromentis admin. Pre-conditions: Filled out Server Access Details form: https:...

0 comments • Last modified on 3 October 2018 in Platform installs

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 October 2018 in Advice, Guidance, Tips

How to: Creating Notifications and Reminders

There are two types of alerts that you can create in the HR Tool Notifications - allowing you to create in-system or email alerts to users based on changing fields within the HR Tool Reminders - all...

0 comments • Last modified on 28 January 2019 in HR

How to Configure a Personal Calendar from the Admin Area

How to configure personal calendars as an admin As an administrator it is possible to configure users personal calendars if necessary. This includes changing the permissions to make this a shared ca...

0 comments • Last modified on 28 January 2019 in Calendar

Claromentis Browser Support

Our teams focus on utilising the latest technology, allowing our customers to benefit from the best intranet software for their business. As browser technology advances, so do we, and our research a...

0 comments1 person liked this • Last modified on 5 February 2019 in Advice, Guidance, Tips

How to unblock users account

Overview After several attempts, user access may be temporarily blocked (Frozen/Locked) by the system as a security measure. Here is a typical error message: You have entered an incorrect username a...

0 comments • Last modified on 21 February 2019 in People (Staff Directory) ▶️

How to add Google Document Link (Google Drive)

Overview In Documents, you can also store link to the Google Docs by following this guide. In order to do this, you may need to check if your system has been configured with Google API allowing you ...

0 comments • Last modified on 11 March 2019 in Documents

How to Create a Discussion

A discussion allows you to create different topcis in which you and other members of staff can share ideas and thoughts on these topics If you have the approriate permissions you will be able to cre...

1 comment • Last modified on 11 March 2019 in Discuss

How to create a clickable image in news

Overview: You may have a large image that is too big to display on the page but would like to enable the image to be clicked on to be presented in full size to the user. Here is a simple guide on ho...

0 comments1 person liked this • Last modified on 22 March 2019 in User Guides

How to prepare video file for maximum compatibility

Overview If you are getting the following error "Error: Unsupported video type or invalid file path" within E-learning module, this may be caused by unsupported video format which can'...

0 comments • Last modified on 26 March 2019 in Learning & LMS

How to update What's New settings for all users

Introduction What's New is a popular homepage component. It displays the latest objects added to the Intranet. Such objects include Documents, Publish Pages and Forum posts. Each What's Ne...

2 comments • Last modified on 3 April 2019 in People (Staff Directory) ▶️

Project Options: Edit project properties

Edit Project Properties From Admin > Infocapture > Your Project > Edit Project Properties The available settings, in order: Name: The title of your project. The form's purpose should b...

0 comments • Last modified on 9 April 2019 in Beginner Guides

Security Overview (Infrastructure and Application Security)

Introduction This article covers both platform and application/framework security and describes how we protect against commons attacks. Information about security measures which you can configure yo...

0 comments • Last modified on 14 May 2019 in Technical Documentation

People: Adding Users

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This videois a quick guied on how to add users to the claromentis system either idnivdually or in bulk. Steps 1. From the Peop...

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