144 results found for tag 'user guide'
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
InfoCapture custom messages
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Beginner Guides
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
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
0 comments • Last modified on 16 May 2024 in Beginner Guides
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)
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...
0 comments • Last modified on 21 June 2023 in Beginner Guides
How to Create Company Links
Overview The video will cover how to set up your company links list, including permissions and adding new links. This is done in a similar way to the applications menu set up. Company links are acce...
0 comments • Last modified on 1 December 2023 in Menu Builder
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
0 comments • Last modified on 30 November 2023 in Beginner Guides
Pages: Front-end overview
The article will provide a front-end overview of the Pages application. We will cover the following areas: Overview of Pages application How to create a new Site & Page Page components For all a...
0 comments • 1 person liked this • Last modified on 22 August 2023 in Pages
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
0 comments • 2 people liked this • Last modified on 3 January 2024 in Beginner Guides
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will need to be granted permission. For more informat...
0 comments • Last modified on 30 November 2023 in Events
Password Recovery
How to recover the Claromentis password? If you have forgotten your password you can use the Forgot your password? link located at the login page of Claromentis, in order to receive an automatic ema...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Org Chart Admin
In this article, you will be given an overview of the admin area of the Org Chart application. The Org Chart admin panel consists of two sections Org Chart List and Permissions ---------------------...
IC Webinar Part 4
In this webinar we wrapped up with the final parts of of the Helpdesk form. Creating triggers to configure both automatic changes and notifications. Enabling the manager field to be autopopulated ba...
0 comments • Last modified on 30 November 2023 in IC webinars
Create a New Org Chart
Requirements Before creating a new Organisational Chart you will ideally have configured your organisation structure correctly. It is not necessarily essential to do this but it makes the process ea...
0 comments • Last modified on 1 December 2023 in Org Chart
News Channels and Templates
With the News application, a News application administrator can create different news channels that will help organise your intranet news by categories and allow users to easily find certain article...
0 comments • Last modified on 1 December 2023 in News
Documents: Uploading A File
How to add documents in the DMS Documents can be added to folders from the front end and admin side of the Documents application. This is of course dependent on if you have the appropriate permissio...
2 comments • 1 person liked this • Last modified on 30 November 2023 in Documents
News: Admin overview
Introduction The News application allows admins to set permissions for news channels and manage news articles within your intranet. The News application admin panel has a variety of configuration op...
0 comments • Last modified on 1 December 2023 in News
Document Metadata
Introduction Metadata allows the inclusion of additional fields within specific Claromentis applications, such as Documents and News. Fields allow users to submit further information, which is more ...
0 comments • Last modified on 30 November 2023 in Documents