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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 comment1 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 comment5 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 comments1 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, ...

1 comment • Last modified on 30 November 2023 in Expenses

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

Recurring Events vs Multi-day Events

When planning your events in Events module, you may need to consider that Recurring events is not the same as Multi-day events. Here is an illustration to highlight the differences:

0 comments • Last modified on 30 November 2023 in Events

Discuss: Supported file types

When attaching file in comments or Discuss you may be getting the following warning: Could not upload file: For security reasons, that type of files cannot be uploaded This is a security measure wit...

0 comments • Last modified on 30 November 2023 in Discuss

Hot Topics in Discuss

Hot Topics in Discuss Application A Discussion will automatically be tagged as one of the "Hot Topics" when it receives 10 new posts in the last 10 days. This is to indicate the current tr...

0 comments1 person liked this • Last modified on 30 November 2023 in Discuss

Discuss: Admin overview

We will give you an overview of the admin side of the Discuss application. Navigate to Admin > Discuss where the configuration is separated into three sections: Categories Permissions Default Per...

1 comment • Last modified on 30 November 2023 in Discuss

Discuss FAQ's

Can an unwanted post in a Discussion be deleted? Yes, KB comments can be deleted by: - A user who has the 'Create article' permission in a KB category; can delete someone else’s comment on...

0 comments • Last modified on 30 November 2023 in Discuss

Submitting an Expense and the Approval Process

Introduction This guide will outline how to submit an expense in the Intranet, subsequent approval process and in which status scenarios a notification will be generated. The submitter of an expense...

0 comments • Last modified on 30 November 2023 in Expenses

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

Expenses FAQ's

How do I change the Expense Types for selection? An administrator of the Expense application can make updates to the options seen on the front end via the 'Expense Types' tab on the admin ...

0 comments • Last modified on 30 November 2023 in Expenses

Pages: Admin overview

The guide will provide an overview of the admin area of the Pages application. We will go through the following configuration options: Sites Permissions Components To learn more about the front-end ...

0 comments • Last modified on 1 December 2023 in Pages