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How to set HR permissions
The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...
0 comments • Last modified on 30 November 2023 in HR
HR module and GDPR
Overview The HR Module within Claromentis is designed to follow GDPR (The General Data Protection Regulation). GDPR is a regulation in EU law on data protection and privacy for all individual citize...
0 comments • Last modified on 30 November 2023 in HR
HR Tool Initial Setup and Configuration
Step 1: Set up HR Administrators After installation, the only user who can access the HR Admin panel is the user with ID:1 which is typically the Claromentis Administrator. As part of the on-boardin...
0 comments • 1 person liked this • Last modified on 30 November 2023 in HR
Infocapture: Making changes to an established form
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. Below are some best practice tips for administrators or respo...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
InfoCapture best practices: Form functionality changes
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators managing cha...
0 comments • Last modified on 30 November 2023 in Advanced Guides
InfoCapture scenario: Creating time-based triggers
Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Highlighting InfoCapture ticket colours by status, assignee or field value
Overview You can assign a colour to ticket status by navigating to: Admin > InfoCapture > {YourProjectName} > Statuses The status name will be highlighted according to the colour you have s...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Configuring MailGun for Email Fetching
What is Mailgun? Mailgun is the email automation service that you can set-up along with an InfoCapture project to initiate the creation of a ticket simply by sending an email to a dedicated email ad...
0 comments • 3 people liked this • Last modified on 30 November 2023 in Advanced Guides
Infocapture Database Structure Explained and How to use BI Business Intelligence (BI Tool)
Overview A simple guide to help on-prem clients to integrate InfoCapture with their existing BI (Business Intelligence) software. InfoCapture provides an easy and quick way to create eform, capture...
0 comments • Last modified on 30 November 2023 in Advanced Guides
Understanding InfoCapture Database Tables
Overview Infocapture projects and tickets are stored within the Claromentis database, this guide is designed to help you navigate around both MySQL and MS SQL tables should you need to access Infoca...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Advanced CSS Customisation
Applying CSS (Cascading Style Sheets) 1. From Admin > Infocapture, check out the form you wish to modify. 2. Switch to the 'Form styles' tab. 3. Copy and paste the code provided below t...
3 comments • Last modified on 30 November 2023 in Advanced Guides
Documents: Bulk Export
Follow this guide if you wish to bulk export documents and folders en masse from the Intranet. Self-hosted sites can run large exports as well as smaller ZIP downloads in system, however, sites host...
0 comments • Last modified on 30 November 2023 in Documents
Documents: Moving Files and Folders
The clipboard can be used to move files or folders to a new location in the directory. Users must have the 'move/delete' permission for the option to move items to appear. ----------------...
0 comments • Last modified on 30 November 2023 in Documents
Document Preview
Navigating to a document on the front end of the application will load a preview. There is a configuration option in Admin > Documents > General Configuration that affects whether a preview wi...
0 comments • Last modified on 30 November 2023 in Documents
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
Embed a PDF on a page or in an article
PDFs can be embedded into Pages, News, or Knowledge Base articles. Existing PDFs will need to be uploaded in the Documents application first as this process requires the unique document ID given to ...
2 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
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
