144 results found for tag 'user guide'

Infocapture Components

Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...

1 comment2 people liked this • Last modified on 1 December 2023 in Components

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

Custom Reports

Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...

0 comments • Last modified on 6 December 2023 in Reports

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

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

How to add a day type in Holiday Planner

Introduction Within the Holiday Planner application, you are able to add and edit day types. This allows you to configure what requests users can make. Adding a Day You will need to go to: Admin >...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Creating a News Article

In this article, we will cover how to set up a news article in the News application. With the correct permissions that have been configured from the admin side of the News application, you will see ...

1 comment1 person liked this • Last modified on 1 December 2023 in News

People List

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...

2 comments • Last modified on 1 December 2023 in People (Staff Directory)

People: Moving a Profile Field

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a newly created or existing field can be moved from its current location. Newly created fields tha...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

How to Edit the Homepage

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview The guide will cover how to edit the homepage using the Page...

2 comments6 people liked this • Last modified on 1 December 2023 in Pages

People: Phone List and Contacts

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, we will introduce the Phone List and Co...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

InfoCapture 'Thank You' Page

A 'Thank You' page can be created to display to users after they have submitted an InfoCapture issue. This is useful for showing a message customised with images, such as your corporate br...

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

Creating Search Recommendations

Introduction Creating search recommendations help users to find content within the intranet. You are able to set up key phrases and words that, when users type these in, will return certain content....

0 comments1 person liked this • Last modified on 6 December 2023 in Search

How to create a Personal or Group Calendar

Introduction Different types of calendars can be created, including Personal calendars and Group calendars, to enable the management of events and sharing of information. ---------------------------...

0 comments • Last modified on 30 November 2023 in Calendar

Documents: Linking documents

Documents can be linked from the front end of the Documents application. A document can be hosted in one folder and accessed via a link from a different location. This means a single document can be...

0 comments • Last modified on 30 November 2023 in Documents

People: Roles and Groups

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article provides insight into the Roles and Groups ...

0 comments3 people liked this • Last modified on 1 December 2023 in People (Staff Directory)

Marketplace user directory sync - user guide

User Directory Sync User Guide Key points Our user directory sync module allows scheduled user attributes updates from three separate sources: Azure Active Directory, Okta Universal Directory and CS...

0 comments2 people liked this • Last modified on 4 April 2024 in Technical Documentation

People: My Settings

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This article will provide an overview of the My Settings are...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Projects: Admin overview

Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...

0 comments • Last modified on 6 December 2023 in Projects

People: General Configuration

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction General configuration allows you to make changes to the ...

0 comments • Last modified on 10 January 2024 in People (Staff Directory)