144 results found for tag 'user guide'
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
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
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
Documents Front End (General)
Overview The front end of Documents will be used by the majority of end-users. Accessing the application they will be able to see all the folders, subfolders and files administrators have given them...
0 comments • Last modified on 30 November 2023 in Documents
How to create an event
Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...
0 comments • Last modified on 14 December 2023 in Events
How to create a Personal or Group Calendar
Introduction Different types of calendars can be created, including Personal calendars and Group calendars, to enable the management of events and sharing of information. ---------------------------...
0 comments • Last modified on 30 November 2023 in Calendar
News: Front-end overview
Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...
2 comments • Last modified on 16 November 2023 in News
People: Roles and Groups
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article provides insight into the Roles and Groups ...
0 comments • 3 people liked this • Last modified on 1 December 2023 in People (Staff Directory)
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 ...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
How to Edit the Homepage
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview The guide will cover how to edit the homepage using the Page...
2 comments • 6 people liked this • Last modified on 1 December 2023 in Pages
People: Moving a Profile Field
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a newly created or existing field can be moved from its current location. Newly created fields tha...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
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...
0 comments • Last modified on 21 June 2023 in Beginner Guides
How to add an event to a Calendar
The guide will cover how to create events in the Calendar application. For all available permissions & configuration options, make sure to read our Calendar: Admin overview. --------------------...
2 comments • Last modified on 30 November 2023 in Calendar
Creating Search Recommendations
Introduction Creating search recommendations help users to find content within the intranet. You are able to set up key phrases and words that, when users type these in, will return certain content....
0 comments • 1 person liked this • Last modified on 6 December 2023 in Search
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
People: General Configuration
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction General configuration allows you to make changes to the ...
0 comments • Last modified on 10 January 2024 in People (Staff Directory)
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
People: Admin overview
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, you will be given an overview of the ad...
0 comments • Last modified on 4 July 2023 in People (Staff Directory)
Projects: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...
0 comments • Last modified on 6 December 2023 in Projects
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...
0 comments • Last modified on 22 May 2019 in People (Staff Directory)