What is a Digital Marker?
Digital Marker allows you to place a 'marker' or an indicator for files or physical files outside Claromentis.
There are 2 known use cases:
1. Online File / Asset in the Cloud
You may want to store a link to an asset or file that is stored elsewhere in the cloud for instance an important file that is stored in OneDrive, DropBox or any other Cloud apps and make them searchable within Claromentis.
(Please note only the title and description provided will be indexed for this type of marker, for Google Drive we do have the option to index its content using Google Drive API)
2. Physical File / Asset
A copy of a physical file or asset may exist in the office for example you may have a physical 'wallet' for case files that are stored.
South Office, 2nd Floor, Room 21, Cabinet 214A
How to Enable Digital Marker?
1. Check the configuration
Digital marker is part of ERMS (Electronic Record Management System) feature, check if it is enabled on your system by navigating to
Admin> Document Control Panel
if it isn't enabled (OFF) please contact our support team or raise a support ticket.
2. Configure metadata required for Marker
Under Configuration, click Metadata and select "Markers" under Documents metadata.
For assets stored online we recommend having at least:
Comments and Location (URL)
For physical assets more information can be attributed:
Office Name, Room No, Cabinet No
Benefits of Digital Markers
- Searchable from the same search engine, it allows physical objects/assets to be searchable within Claromentis along with other digital files
- Context, it is possible to place a physical or online marker in a relevant folder within the folder structure.
