145 results found for tag 'user guide'
Infocapture: Triggers
Triggers are similar to field condition sets in that they are denoting conditions under which something should behave in a specific way. The difference is that triggers may be transitional states. D...
0 comments • Last modified on 21 June 2023 in Beginner Guides
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)
InfoCapture Workflow
The workflow section of a form is completely optional. It can be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an...
0 comments • Last modified on 22 February 2024 in Beginner Guides
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
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
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
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
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
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 20 March 2024 in Beginner Guides
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
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 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
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
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)
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
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
Creating a News Article
In this article, we will cover how to set up a news article in the News application. With the correct permissions that have been configured from the admin side of the News application, you will see ...
1 comment • 1 person liked this • Last modified on 1 December 2023 in News
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 ---------------------...
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