494 results found for ''
Documents: Deleting or restoring files and Folders
Introduction We will cover how documents can be deleted and recovered using the trash can feature in the Documents application. This can be done from both the front end and the back end of the syste...
0 comments • Last modified on 30 November 2023 in Documents
Security Level in Documents
Overview It is possible to further restrict access to a certain document or folder based on the IP range of the users. For instance, you may want to allow unrestricted access when the user is access...
0 comments • Last modified on 30 November 2023 in Documents
Documents FAQ's
A user reports they cannot access a certain folder, how do I investigate this? Access is controlled by permissions so if there are access issues it is likely the user is not included in view permiss...
0 comments • Last modified on 30 November 2023 in Documents
Setting up Microsoft OneDrive Integration in Documents
Overview This guide shows you step by step guide to set up a new integration project with Microsoft OneDrive allowing files stored in OneDrive to be added to Documents. ⚠️ This feature is available ...
0 comments • 3 people liked this • Last modified on 30 November 2023 in Documents
Migrating files to Claromentis Documents
Overview Migrating your company data and files to the Claromentis Document Management System requires careful planning to be successful. The purpose of this article is to provide you with an overvie...
Editing a Document and Version Control
Introduction Documents in Claromentis can be updated whenever required. New versions replace the old rather than uploading as a new item completely. The audit log and version history that run in con...
0 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
Documents: Admin Overview
Introduction The admin side of Documents contains features that can be applied to display or configure specific information. Some of these areas are explained in their own User Guides. It is recomme...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Creating a Folder
Introduction Creating folders within the DMS depends on a hierarchical structure where permissions are applied at each level to give different users/roles/groups access. Application administrators o...
0 comments • Last modified on 30 November 2023 in Documents
Document Reports
Introduction Document reports can be accessed from the admin side of the application by administrators. There is an option to allow other users to run the reports from the front end who are not admi...
0 comments • Last modified on 30 November 2023 in Documents
Document Metadata
Introduction Metadata allows the inclusion of additional fields within specific Claromentis applications, such as Documents and News. Fields allow users to submit further information, which is more ...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Uploading A File
How to add documents in the DMS Documents can be added to folders from the front end and admin side of the Documents application. This is of course dependent on if you have the appropriate permissio...
1 comment • 1 person liked this • Last modified on 30 November 2023 in Documents
Documents: Workflows
What's possible within Documents Workflow? Within the Documents application, it is possible to create workflow rules to setup any of the following: Create states for documents, such as Awaiting...
1 comment • 5 people liked this • Last modified on 30 November 2023 in Documents
Documents: Digital Marker
What is a Digital Marker? Digital Marker allows you to place a 'marker' or an indicator for files or physical files outside Claromentis. There are 2 known use cases: 1. Online File / Asset...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Bulk Import
Overview Follow this guide if you wish to bulk import documents and files which are previously stored in the old intranet or cloud storage into Claromentis. Please note this task does come at a cost...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Documents
Expenses Admin
Introduction This guide will outline all the configurable options on the administrative side of the Expense application. In order for Expenses to be submitted these aspects need to be set up first, ...
Expenses: An Overview
Introduction The Expenses application supports the submission, management and approval of employee or client project expenses. Along with the number of receipts uploaded, the date in which the expen...
0 comments • Last modified on 30 November 2023 in Expenses
Events: Admin overview
We will give you an overview of the admin area of the Event application. Navigate to Admin > Events, you will land on the Events admin panel where the configuration is separated into two sections...
0 comments • Last modified on 30 November 2023 in Events
How to add an Event invitation to an external calendar
Overview An ics. file is an iCalendar (iCal) file that can be saved to your personal calendar. When receiving an email invitation from the Events application, you will find the event .ics file along...
0 comments • Last modified on 30 November 2023 in Events
Events FAQ's
Why can't I select a Google Map location for my Event? If you see an error or cannot select a location this means that the Google Map API has not been set up on your site, as this facilitates s...
0 comments • Last modified on 30 November 2023 in Events
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will need to be granted permission. For more informat...
0 comments • Last modified on 30 November 2023 in Events