138 results found for tag 'user guide'
Documents Configuration Panel
There are various confiugration options available in the Documents application. The configuration options will reflect what can be viewed & edited from the front-end of the Document application....
Documents: Uploading files from the front end
Documents can be added to folders from the front end or admin side of the Documents application by users with the appropriate permissions to these areas. This guide will detail the steps to follow w...
How to add Google Document Link (Google Drive)
Overview Google Drive links can be stored in the Claromentis Documents application by following this guide. First, check that your system has been configured with Google API, allowing you to browse ...
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...
Documents: Permissions explained
This article details the permissions available in the document application and explains how to set these to inherit across directory levels. An application administrator of People can create People ...
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...
Image gallery overview
This guide will provide an overview of the Gallery Image application from both the front-end and admin side of the application. We will cover the following topics: How to set admin permissions in im...
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 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 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: 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 ...
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
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...
CSV: Updating user profile fields
User profile fields are managed in the 'Configure profile fields' area of the People application. Information can be placed in these fields about users by users themselves from the 'E...
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...
1 comment • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
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 ...
Metadata overview
Introduction Access the Metadata application by heading to Applications > Admin > Metadata. Metadata can be used to provide additional information and/or supporting information about content t...
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...