140 results found for tag 'user guide'
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 ...
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 ...
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...
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...
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...
Courses: Front-end overview
Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...
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...
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: 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 ...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
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 ...
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...
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...
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...
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....
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...
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 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...
Custom Reports
Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...
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...