145 results found for tag 'user guide'
Discuss FAQ's
Can an unwanted post in a Discussion be deleted? Yes, KB comments can be deleted by: - A user who has the 'Create article' permission in a KB category; can delete someone else’s comment on...
0 comments • Last modified on 30 November 2023 in Discuss
Infocapture Components
Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...
1 comment • 2 people liked this • Last modified on 1 December 2023 in Components
How to configure and search for archived tickets in InfoCapture
Introduction In InfoCapture you can set an 'archiving age' for one (or more if appropriate) status(es) in your form. This means after a certain duration of days the tickets will be pushed ...
2 comments • 2 people liked this • Last modified on 13 December 2023 in InfoCapture
Document Preview
Navigating to a document on the front end of the application will load a preview. There is a configuration option in Admin > Documents > General Configuration that affects whether a preview wi...
0 comments • Last modified on 30 November 2023 in Documents
Extranets FAQ's
Our article Creating Extranets goes over this process in detail I don't have the option to create an Extranet? Your site needs to have extranet user licenses available before an Extranet can be...
0 comments • Last modified on 30 November 2023 in Extranets
Qualification codes
Qualification Codes are a feature in the LMS that allows e-learning content (i.e. Courses, Quizzes, and Training Events) to be linked together. These codes assign a unique identifier to each availab...
0 comments • Last modified on 27 November 2023 in Learning & Courses
Expenses FAQ's
How do I change the Expense Types for selection? An administrator of the Expense application can make updates to the options seen on the front end via the 'Expense Types' tab on the admin ...
0 comments • Last modified on 30 November 2023 in Expenses
Infocapture Like button
Module description This module provides an admin panel which lists the InfoCapture projects in the system. When an admin selects one or more of these projects, and saves the config, those projects w...
0 comments • Last modified on 2 November 2022 in Marketplace & Custom
Expenses: An Overview
Introduction The Expenses application supports the submission, management and approval of employee or client project expenses. Along with the number of receipts uploaded, the date in which the expen...
0 comments • Last modified on 30 November 2023 in Expenses
Documents: Linking documents
Documents can be linked from the front end of the Documents application. A document can be hosted in one folder and accessed via a link from a different location. This means a single document can be...
0 comments • Last modified on 30 November 2023 in Documents
Security Level in Documents
Overview It is possible to further restrict access to a certain document or folder based on the IP range of the users. For instance, you may want to allow unrestricted access when the user is access...
0 comments • Last modified on 30 November 2023 in Documents
Bulk User Import and Generate Random Password via Email
This feature is available from Claromentis 8.13.17+. If you are on an older version please request an upgrade here. Overview In this guide, we will outline the process of Importing a CSV file to per...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Splashtop Installation Guide
Introduction This guide will explain the steps for the installation and configuration of the Splashtop Streamer. This software will allow Claromentis Technicians to connect to your system, these ses...
0 comments • 1 person liked this • Last modified on 25 May 2022 in Technical Documentation
The Main Menu
Overview The video above will cover how to set up your main menu bar, including permissions and managing links. The admin side & main menu permissions 1. Navigate to Admin > Menu Builder. 2. ...
0 comments • Last modified on 1 December 2023 in Menu Builder
Thank You Application
Introduction For Claromentis version 8.9+ we have developed a standalone application for Thank You configuration. As well as being able to thank an individual user, Thank You notes can now be submit...
0 comments • Last modified on 6 December 2023 in Thank You
Updating Menu Links
This article covers how to update the items or links within your menu bar. This may be because a new page has been created to replace an old one or because a new drop-down item is required. --------...
0 comments • Last modified on 1 December 2023 in Menu Builder
Approving a holiday request
The Manager of a holiday group will be notified of holiday requests by users within the group for them to action. Substitute managers will be notified instead in instances where the manager is on ho...
0 comments • Last modified on 30 November 2023 in Holiday Planner
Marketplace user directory sync - user guide
User Directory Sync User Guide Key points Our user directory sync module allows scheduled user attributes updates from three separate sources: Azure Active Directory, Okta Universal Directory and CS...
0 comments • 2 people liked this • Last modified on 4 April 2024 in Technical Documentation
How to add an Event invitation to an external calendar
Overview An ics. file is an iCalendar (iCal) file that can be saved to your personal calendar. When receiving an email invitation from the Events application, you will find the event .ics file along...
0 comments • Last modified on 30 November 2023 in Events
Pages: Admin overview
The guide will provide an overview of the admin area of the Pages application. We will go through the following configuration options: Sites Permissions Components To learn more about the front-end ...
0 comments • Last modified on 1 December 2023 in Pages