144 results found for tag 'user guide'
Deleting a News Article
We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...
Documents: Admin Overview
Introduction The admin side of Documents contains features that can be applied to display or configure specific information. Some of these areas are explained in their own User Guides. It is recomme...
0 comments • Last modified on 30 November 2023 in Documents
User Password Reset by an Administrator of People
Introduction The length and strength of passwords on your site as well as the amount of incorrect attempts users get before their account is frozen is set by an administrator and explained here. A u...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Documents: Creating a Folder
Introduction Creating folders within the DMS depends on a hierarchical structure where permissions are applied at each level to give different users/roles/groups access. Application administrators o...
0 comments • Last modified on 30 November 2023 in Documents
News Permissions
In the News application, Permissions are linked to News channels. You can assign permissions by the news channel that will allow you to direct news articles to specific users. This is a good tool to...
0 comments • Last modified on 1 December 2023 in News
Document Reports
Introduction Document reports can be accessed from the admin side of the application by administrators. There is an option to allow other users to run the reports from the front end who are not admi...
0 comments • Last modified on 30 November 2023 in Documents
How to receive notifications as a digest
Introduction The digest feature is a useful tool that will combine all notifications triggered for an application into one list and send one notification about this, rather than sending each individ...
0 comments • Last modified on 28 February 2024 in Communication
Documents: Permissions explained
Introduction This article details the permissions available in the documents application. An application administrator should set up permissions using the People roles and groups as required across ...
2 comments • Last modified on 1 February 2024 in Documents
Recalling Policies
Overview If for any reason you need to recall an existing policy, you can follow the steps provided below to keep your policies organised and up-to-date. Any recalled policies will no longer be acti...
0 comments • Last modified on 1 December 2023 in Policy Manager
Creating an Approval Process in Policy Manager
As standard, the Policy Manager has two statuses; Draft and Distribution. However, if needed, it is possible to add an additional two statuses between Draft and Distribution to allow for different l...
1 comment • Last modified on 1 December 2023 in Policy Manager
Policy Asset Types
Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...
0 comments • Last modified on 1 December 2023 in Policy Manager
Editing a Document and Version Control
Introduction Documents in Claromentis can be updated whenever required. New versions replace the old rather than uploading as a new item completely. The audit log and version history that run in con...
0 comments • 2 people liked this • Last modified on 30 November 2023 in Documents
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
Embed an Instagram post in Pages
Getting Started Using the embed component for Pages you can display an Instagram post from your account. (A whole feed cannot be displayed as Instagram policy does not allow this; to get multiple po...
1 comment • Last modified on 1 December 2023 in Components
Events: Admin overview
We will give you an overview of the admin area of the Event application. Navigate to Admin > Events, you will land on the Events admin panel where the configuration is separated into two sections...
0 comments • Last modified on 30 November 2023 in Events
How to add Google Document Link (Google Drive)
Overview Google Drive links can be stored in the Claromentis Documents application by following this guide. First, check your system has been configured with Google API allowing you to browse and se...
0 comments • Last modified on 21 July 2023 in Documents
How to set HR permissions
The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...
0 comments • Last modified on 30 November 2023 in HR
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
How to use the HR tool from the front-end
Overview From the front-end, the HR tool can be accessed via the People application. Users will be able to see different information based on the permissions granted by the HR tool admin. This artic...
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