138 results found for tag 'user guide'
Embed Social Media on Pages
Displaying social media feeds or posts on Intranet Pages can make your site feel more familiar and current to your user base. It can also enhance user engagement, extend reach and drive traffic to y...
Site Launch Templates
This article is a guide for Intranet Administrators who are ready to launch their site to their end-users, and are considering how best to initiate this, as part of the Claromentis Onboarding proces...
Documents: Creating Links
Document Links can be created across the directory from the front end (by users with 'Edit & Approve' permission) or the admin side (by application administrators of Documents) Links c...
Projects progress bar v2.1+
The progress bar is a useful feature that can be used to display the current progress of project. Every time a task has been completed and ticked ✓, the progress bar will update team members on how ...
License Requests
This article will cover what you need to include in your license request to get this processed. The license request form is used to apply any updates to your user license. Quote changes will be prov...
Creating a Knowledge Base article
Introduction Check out our step-by-step guide on how to create a knowledge base article via the Knowledge Base Application. ----------------------------------------------------------------- Adding a...
Submitting holiday request on behalf of user
A Holiday Manager has the ability to submit holiday request on behalf of another user within the Holiday group. A substitute manager also can submit a holiday request on a user’s behalf. For more in...
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...
People: Adding a new profile field
Fields that appear on user profiles and across People areas are managed by administrators in Admin > People > Configure profile fields A certain number of fields come hardcoded with Claromenti...
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 ...
Handover guidance for changes to your Intranet management team
Overview Working landscapes are dynamic and the members of your intranet management team are likely to change over time. New personnel will need to be trained to manage your site and any individual(...
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...