138 results found for tag 'user guide'
Deleting a News Article
Who can delete articles? 1 - Users with the 'Add & Edit' permission to channel(s) can delete any article in that channel. This is done by editing the article and clicking 'delete&...
People: Adding a new profile field
Fields that appear on user profiles and across People areas are managed by administrators in Admin > People > Configure profile fields A certain number of fields come hardcoded with Claromenti...
Password Recovery
Local account Password reset Users can click the 'forgot password' feature on the login page to reset their password. An email with a link to reset the password will be sent to the address...
Documents: Creating Links
Document Links can be created across the directory from the front end (by users with 'Edit & Approve' permission) or the admin side (by application administrators of Documents) Links c...
Embed Social Media on Pages
Displaying social media feeds or posts on Intranet Pages can make your site feel more familiar and current to your user base. It can also enhance user engagement, extend reach and drive traffic to y...
Discuss FAQ's
Can an unwanted post in a Discussion be deleted? Yes, posts and replies can be deleted by: - The 'admin' permission per Topic as set on the front end by a user with edit rights (Topic >...
Driving Engagement with your User Base (Post Site Launch)
This article is a guide for Intranet Administrators who have recently launched their site and are considering how best to train and engage their user base as part of the Claromentis Onboarding proce...
Infocapture: Triggers
Triggers are similar to field condition sets in that they are denoting conditions under which something should behave in a specific way. The difference is that triggers may be transitional states. D...
InfoCapture: Automatic Changes
(Automatic changes were previously called 'Dynamic Field Changes' in pre-v8 Claromentis versions) Automatic changes use triggers to change the value of a field in a form. The most common u...
InfoCapture Project Permissions
Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...
Infocapture Statuses
While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...
Infocapture: Creating a new form
First create a new project From Admin > Infocapture a new project can be created (in which your form will reside in) Follow the guide here to fill out all the necessary information to create the ...
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...
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...
Creating and organising a Project
Application administrators of Projects can give users the permission to create projects from the admin side. Users with this ability will see the cross icon appear on the Front end of Projects, allo...
Infocapture: Field Visibility
Field Visibility sets are for controlling when parts of your form should show and hide, and when they are editable. Different rules can be set per project role. This is achieved by grouping the fiel...
1 comment • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
InfoCapture SLAs
The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but a label which is only ever controlled automatically. An SLA is ...
Documents Front End (General)
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 permissi...
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...