145 results found for tag 'user guide'
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: 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
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
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)
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
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
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
Projects Progress Bar
The progress bar is a useful feature that can be used to display the current progress of a task or project. Every time a task has been completed and ticked ✓, the progress bar will update team membe...
0 comments • Last modified on 6 December 2023 in Projects
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
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
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
Renewing Policies
Overview When policies are close to expiring, you’ll need to renew them so they are up-to-date. In this article, we will provide you with the best way to go about renewing your annual policies while...
0 comments • 1 person liked this • 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
Setting up a Project
Article related to Projects version 2.0+ This article will cover the new features in Project 2.0 showcasing how to set up your project from the front-end, including how to define your team members a...
0 comments • Last modified on 6 December 2023 in Projects
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
How to Create a Training Event
In Claromentis, you can easily create an event as part of the Learning curriculum. You can do so by using the Events application and defining it as a 'Training Event'. Some example trainin...
0 comments • Last modified on 14 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