145 results found for tag 'user guide'
Create a Clickable Image in News
Overview: You may have a large image that is too big to display on the page but would like to enable the image to be clicked on to be presented in full size to the user. Here is a simple guide on ho...
0 comments • 1 person liked this • Last modified on 1 December 2023 in News
HR notification settings and reminders
Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...
0 comments • Last modified on 30 November 2023 in HR
Setting Up the LDAP tool
This article will outline how to use the LDAP tool which sits in the System Panel from Claromentis 8.3+ This LDAP tool means you can connect your company Active directory to sync with your Claroment...
3 comments • 1 person liked this • Last modified on 6 December 2023 in Active directory
HR tool configuration options
Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...
0 comments • Last modified on 30 November 2023 in HR
Install or Update A Mobile App
Custom iOS & Android via Claromentis Apps You have a custom app for your company with its logo and branding. 1. Navigate to the dedicated URL for your app or go to app.claromentis.net then find ...
0 comments • Last modified on 6 December 2023 in Mobile App
Documents: How to monitor files & folders
Introduction In Claromentis, our 'Monitor' feature will allow you to stay updated on your files and/or folders. Notifications can be sent out if new files are added, updated, or deleted vi...
0 comments • Last modified on 30 November 2023 in Documents
Reset notification preferences for other users
Each individual users can manage and configure their notification method through Communication settings. In some situation as an Intranet Administrator, you may need to change or reset notification ...
0 comments • Last modified on 30 November 2023 in Communication
RSS Feature Overview
Introduction Claromentis offers an RSS Reader component that you can use on a page of your intranet. Any RSS feed made available by resources online can be used. ------------------------------------...
2 comments • Last modified on 1 December 2023 in Components
Managing Tags
What are tags? Tags are a label in which you can associate a document, knowledge base article, news, e-learning courses, and policies within Claromentis. It helps to organise content with certain ke...
2 comments • Last modified on 6 December 2023 in Getting Started
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 ...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
Creating Extranets Overview
The user permission group 'All registered' will include extranet users once they are created. Therefore any content across your site using 'All registered' will need to be altere...
0 comments • Last modified on 19 December 2023 in Extranets
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
Holiday Planner FAQ's
How do I update all user's holiday quotas? On the admin side of the application, you will want to click the 'User quota' tab down the left. You will see a list of users appear and at ...
0 comments • Last modified on 30 November 2023 in Holiday Planner
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 - ...
0 comments • Last modified on 6 December 2023 in Reports
Buttons FAQ's
How do I link to external sites using Buttons? For any external link ensure the absolute URL is correctly entered for the Button: Including the domain name ensures the full pathway is given and will...
0 comments • Last modified on 30 November 2023 in Buttons
Knowledge Base Questions
Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...
0 comments • Last modified on 30 November 2023 in Knowledge Base
Blogs FAQ's
Can I set up an approval process on a blog? Yes! Any user/role/group you wish only to submit draft content for approval should be given 'View' and 'Add and edit' permissions: Thi...
0 comments • Last modified on 14 February 2024 in Blog
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
0 comments • 1 person liked this • Last modified on 8 March 2024 in Advanced Guides
Troubleshooting Search Results
ISSUE When search function within Claromentis isn't returning expected desired result here are few steps to check. ----------------------------------------------------------------- 1. Check Sys...
0 comments • Last modified on 6 December 2023 in Search
InfoCapture scenario: Creating additional notification recipients
Introduction In our Discover tickets, you may have noticed the Additional Notification Recipients fields where additional users can be notified about a ticket via email. The Additional Notification ...
0 comments • Last modified on 7 December 2023 in InfoCapture