What is Digital Marker in Document ?
Digital Marker allows you to place a 'maker' or an indicator for files or physical files outside Claromentis. There are 2 known usecase:
1. Online File / Asset in the Cloud
You may want to store a link to an asset or file that are stored elsewhere in the cloud for instance an important file that are stored in OneDrive, DropBox or any other Cloud apps and make them searcheable within Claromentis.
(Please note only title and description you provided will be indexed for this type of marker, for Google Drive we do have option to index its content using Google Drive API)
2. Physical File / Asset
A copy of physical file or asset may exist in the office for example you may have a physical 'wallet' for a case files whare are stored.
South Office, 2nd Floor, Room 21, Cabinet 214A
How to Enable Digital Marker ?
1. Check if it is enabled
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 asset stored online we recommend to have
Comments and Location (URL)
while for physical asset you can add for instance
Office Name, Room No, Cabinet No
Digital Markers benefits
- Searcheable from the same search engine, it allows physical object/asset to be searcheable within Claromentis along other digital files
- Context, it is possible to place a physical or online marker in a relevant folder within folder structure.