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: Configure User Profile Fields
People administrators can manage all user profile fields from the 'configure profile fields' area. The order of fields, as well as which People areas they appear in, can be set or updated....
User Password Reset by an Administrator of People
Introduction The length and strength of passwords on your site, as well as the number of incorrect attempts users get before their account is frozen is set by an administrator in the Password Policy...
Documents: Admin Side (General)
Only application administrators of the Documents application can access this area via Applications > Admin > Documents. 1. ERMS features These options can be changed depending on company needs...
Editing Items in a Main Menu
Users with edit permissions to a menu can edit its properties and items shown within it at any time. The main menu bar is a crucial area of navigation for users in the Intranet and an additional way...
Getting Started for admins Endorsed
This guide is designed for new intranet administrators and Discover portal users who are new to the platform. Learn about the essential tools for managing your intranet as an administrator and as a ...
Security Level in Documents
Overview It is possible to add an extra layer of security to files and folders in the Documents application that goes beyond the standard permissions that are already set, and gives or restricts acc...
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...
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 ...
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 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 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: 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 ...
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 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...
1 comment • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
Documents: Creating a Folder
Creating folders requires specific permission to carry out. Application administrators of Documents can interact with the whole directory (and files within) from the Admin side of Documents, includi...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...