144 results found for tag 'user guide'
Metadata overview
Introduction Access the Metadata application by heading to Applications > Admin > Metadata. Metadata can be used to provide additional information and/or supporting information about content t...
0 comments • Last modified on 1 December 2023 in Metadata
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
CSV: Updating user profile fields
In this guide, we will outline the process of exporting & updating profile fields by importing a CSV file in the People application. Using this method will update any profile field you require a...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
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
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...
0 comments • Last modified on 30 November 2023 in Holiday Planner
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
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...
2 comments • Last modified on 30 November 2023 in Gallery
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
Statistics overview
The Statistics application can be used to obtain a general overview of intranet usage (Claromentis 8.9+). The application provides analytical highlights of the main engagement metrics which include ...
0 comments • Last modified on 30 November 2023 in Statistics
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
Category Expert
A Category Expert is a user with specialised knowledge in a particular category of the Knowledge Base application. In Claromentis, a Category Expert can endorse articles and answer category question...
0 comments • Last modified on 30 November 2023 in Knowledge Base
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
Embedding Social Media
Embedding social media posts and feeds using the embed component can enhance user engagement, extend reach, and drive traffic. In this article, we will outline how to embed social media elements ont...
0 comments • 2 people liked this • Last modified on 1 December 2023 in Components
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
Knowledge Base: Overview
Topics covered: Creating categories and permissions Creating an article Asking questions and responding ----------------------------------------------------------------- 1. Creating categories Categ...
2 comments • Last modified on 30 November 2023 in Knowledge Base
Set Up An Approval Process In News
In the News application, administrators can set up an approval process per News channel. The feature allows you to assign select users as News Approvers for each news channel. Other users can submit...
0 comments • Last modified on 1 December 2023 in News
Claromentis 8.9 - New Features Webinar
This is a recording of the Claromentis 8.9 feature overview webinar on Thursday the 4th of June 2020 Features from 8.9 covered in the webinare were: The new annoucements application Thank you versio...
0 comments • 1 person liked this • Last modified on 1 February 2024 in Applications 🎓