493 results found for ''
Claromentis 9: Publish FAQ
Why is Publish being deprecated in Claromentis 9? Publish was our primary content management system (CMS) until Pages was introduced in Claromentis 8.1 back in 2017. Since then, we have maintained b...
0 comments • Last modified on 1 February 2024 in System Admin
Claromentis v9: Legacy and Deprecated elements
We’re retiring some of our legacy apps and replacing them with new and improved versions in the next major release of our software, Claromentis 9. Some of the legacy options have already been advert...
1 comment • 3 people liked this • Last modified on 1 February 2024 in System Admin
Documents: Permissions explained
Introduction This article details the permissions available in the documents application. An application administrator should set up permissions using the People roles and groups as required across ...
Enabling Multi-factor Authentication (Two Factor Authentication) for Admin
What is Multi-factor Authentication / Two Factor Authentication in Claromentis Multi-factor Authentication (MFA), or Two Factor Authentication, is a method of access control to Claromentis in which ...
1 comment • 2 people liked this • Last modified on 13 February 2024 in Two factor
Blogs FAQ's
Can I set up an approval process on a blog? Yes! Any user/role/group you wish only to submit draft content for approval should be given 'View' and 'Add and edit' permissions: Thi...
0 comments • Last modified on 14 February 2024 in Blog
Document Downloads
How this works In the Documents application, if a user has been permitted to view a file, they also have permission to download it. The Download document button will appear against all documents tha...
0 comments • Last modified on 16 February 2024 in Applications 🎓
Claromentis 8.9 - New Features Webinar
This is a recording of the Claromentis 8.9 feature overview webinar on Thursday the 4th of June 2020 Features from 8.9 covered in the webinare were: The new annoucements application Thank you versio...
0 comments • 1 person liked this • Last modified on 1 February 2024 in Applications 🎓
InfoCapture Workflow
The workflow section of a form is completely optional. It can 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...
0 comments • Last modified on 22 February 2024 in Beginner Guides
How to use Multi-factor Authentication (Two Factor Authentication) 2FA
Multi-factor Authentication (MFA), or two-factor authentication, is a method of access control to Claromentis in which a user is granted access only after successfully entering the unique number gen...
0 comments • Last modified on 23 February 2024 in Two factor
How To Use Our Discover Support Portal
Discover is our support portal and a one-stop shop for all Intranet-related enquiries. We do not have a support phone line so all communication needs to take place in Discover, it's paramount t...
0 comments • 3 people liked this • Last modified on 21 February 2024 in Discover
Request a New Discover Account
Let us know in a support ticket If a new team member on your side requires Discover access, this can be requested by submitting a support ticket Choose the option shown below to flag your request: M...
0 comments • Last modified on 7 March 2024 in Discover
Edit The Application Menu
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In Claromentis, the Application menu defines the main areas/...
0 comments • Last modified on 26 February 2024 in Menu Builder
How to receive notifications as a digest
Introduction The digest feature is a useful tool that will combine all notifications triggered for an application into one list and send one notification about this, rather than sending each individ...
0 comments • Last modified on 28 February 2024 in Communication
Course and Module Validity Reminders
Overview In the Learning application, both Courses and Modules have configurable validity dates meaning that upon completion they will have to be re-taken in X amount of months/years. This guide wil...
0 comments • Last modified on 23 February 2024 in Learning & Courses
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
0 comments • Last modified on 20 March 2024 in Beginner Guides
Policy Manager Notifications
We will provide an overview of available Policy Manager notifications. Notifications are attached to Policy Manager permissions and there are some caveats which are explained below. To find out more...
0 comments • Last modified on 21 March 2024 in Applications 🎓
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
5 comments • Last modified on 15 March 2024 in Beginner Guides
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
Generating HAR files to analyse web requests
Introduction HAR is the short form for HTTP Archive format. This can be used to analyse web requests when you browse a particular site. It's particularly useful for troubleshooting performance ...
0 comments • Last modified on 14 March 2024 in System Admin
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
0 comments • 1 person liked this • Last modified on 8 March 2024 in Advanced Guides