149 results found for tag 'user guide'
Change Requests

This guide will cover the purpose of our change request and the information you will need to provide. The change request form is for: Custom work: This relates to any custom work you would like deve...

0 comments • Last modified on 19 March 2025 in Discover

How to create a Personal or Group Calendar

Introduction Administrators can create group calendars to manage events across the user base. Any user can create personal calendars only they will see on the front end, but there is the option to a...

0 comments • Last modified on 14 June 2024 in Calendar

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

Bulk User Import and Generate Random Password via Email

This feature is available from Claromentis 8.13.17+. If you are on an older version please request an upgrade here. Overview In this guide, we will outline the process of Importing a CSV file to per...

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

Learning Paths Overview

This guide will provide an overview of the Learning Paths feature in the Learning application. Learning Paths allow you to use content-focused aspects such as Courses, Events, and Quizzes, by linkin...

0 comments • Last modified on 1 December 2023 in Learning & Courses

Create Bookmarks

Bookmarks are a handy tool that can be used to provide quick access to the content inside your intranet or any external resources. In this article, we will cover how you can create, edit, and remove...

0 comments1 person liked this • Last modified on 1 December 2023 in Menu Builder

People: Skill Search

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video showcases the Skill Search feature available in the people application. Enabling users to reach out to other staff ...

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

Document Reports

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 administrators. E...

0 comments • Last modified on 31 July 2025 in Documents

Create New Users

Introduction Depending on your license limit, you will be able to add as many users to the Claromentis system as needed. Here we will provide steps on how to add users where you have the option to e...

1 comment • Last modified on 20 August 2024 in People (Staff Directory)

People: Adding a new profile field

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In this article, we will look at creating a new field or met...

0 comments • Last modified on 28 September 2021 in People (Staff Directory)

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)

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 July 2025 in Pages

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

Document Metadata

The Metadata application allows the inclusion of additional fields within other Claromentis applications, such as Documents and News. These fields allow users to submit further information alongside...

0 comments • Last modified on 20 August 2024 in Documents

People: My Profile

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a user can configure and update their own profile Steps 1. Users can access their profile from eit...

0 comments • Last modified on 22 May 2019 in People (Staff Directory)

Document Preview

Configuration By default, opening a document from the front end of the application will load the preview page. There is a configuration option in Admin > Documents > General Configuration whic...

0 comments • Last modified on 11 June 2025 in Documents

Org chart

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...

0 comments • Last modified on 13 May 2022 in People (Staff Directory)

How to add HR tool admins

Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...

0 comments • Last modified on 30 November 2023 in HR

People: Configure User Profile Fields

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction We will give you an overview of the Configure User Profi...

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

Course and Module Validity Reminders

Overview In the Learning application, both Courses and Modules have configurable validity dates meaning that upon completion they will have to be re-taken in X amount of months/years. This guide wil...

0 comments • Last modified on 23 February 2024 in Learning & Courses