Modules

In this section you can read about the modules in IntraNote.

• Acadre Document Integration
• AD Integration
  • Configuring AD Synchronization
  • Fields transferred
  • List of additional transferable fields
  • IntraNote configuration page
  • Group/department list
  • Disabling AD users in IntraNote
  • Deleting AD users in IntraNote
  • Transferring OUs
  • Log files
  • Scheduling AD Synchronization
• Address Book
• Agenda
  • Agenda administration and setup
  • Agenda user's manual
• Best bets
• Booking
  • About the booking module
  • Date and time formats
  • Resource overview
  • Resource category
  • Resources
  • Resource limitations
  • Rights
  • Booking overview
  • Payers and meeting types
  • Catering overview
  • Catering administrator
  • Public board
  • Booking ERP settlement
  • Period types
  • SMS Reminder
  • Example of using booking
  • Booking ERP settlement
• CRM
  • CRM Management and Configuration
  • CRM User's Guide
• Custom Search Areas
• Data Manager
  • Run Manually
  • Run as Scheduled Task
  • Run Data Manager Service
  • Questions and Answers
• Exchange Integration
  • Text calendar
  • Exchange log
  • Calendar view
  • Calendar in user details
  • Show/hide appointment information
  • Setup of Exchange categories
• HRM
  • HRM Management and Configuration
  • HRM User's Guide
• HelpDesk
  • About the HelpDesk module
  • Accessing HelpDesk
  • Helpdesk administrators
  • HelpDesk support tables
  • Helpdesk groups
  • Field Rights
  • Fields visible for all users
  • Fields visible for superusers
  • Email example
  • Persons responsible for HelpDesk
  • Creating tasks
  • Filter
  • Report
  • Workflow
  • Email configuration
• Image Database
  • Purpose
  • Image Database Access
  • Search Box Configuration
  • Dynamic Settings for the Image Database
  • Image Administrator
  • The Database Start Screen
  • Basic Image Information
  • Upload images to the Image Database
  • Download image to PC or drive
  • Searching for images in the database
  • User Rights
  • Rights to Images
  • Image Types
  • Media types
  • Image sizes
• IntelliForms
  • IntelliForms in general
  • Roles
  • Tables
  • Forms
• Mobile Web Access
  • Fundamental setup
  • Setup for smartphones
  • Setup for tablets
  • Logo on the mobile login page
  • Webpart icons
  • User Agent ID
  • Link to mobile Dashboard
• NemID Login
• Office Integration
  • Word editor
• Outlook Integration
  • Archiving emails to and from CRM customers
  • Saving emails in the Infobase
  • Send bulletins as emails via Outlook
• Poll
  • Poll administrators
  • Language
  • Poll administration
  • Poll categories
  • Poll overview
  • Folder creation
  • Editing a folder
  • Deleting a folder
  • Folder rights
  • Moving a poll
  • Poll types
  • Poll status
  • Create poll
  • Poll rights
  • Questions
  • Answers
  • Search archived reply options
  • Conditional reply flow
  • Edit questions/reply options
  • Poll test
  • Launching a poll
  • Invite participants
  • Send reminder
  • Participating in a poll
  • Replying
  • Manually registering replies (Batch registration)
  • Quiz result
  • Poll printout
  • Poll result
  • Who has replied?
  • Grouping results
  • Copying a poll
  • Move a poll
  • Exporting to spreadsheet
  • Grant users access to polls
• Project Room
  • Overview of the Project Room module
  • The IntelliForms application
  • Project Room templates
  • Create a Project Room
  • Navigations in Project Rooms
  • Delete a Project Room
  • Dynamic settings
• RSS Export
• Sending E-mails in IntraNote
• Version control and workflow
  • Version control
  • Workflow
  • Follow up flags
• Quick Poll
• Agenda
  • Workflow in Agenda