User

Rebekah Garner

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Articles

Recent activity by Rebekah Garner

  • Organization Reports Overview

    Claravine provides detailed, in-platform reporting on users and submissions allowing managers and administrators to see specific details on user submissions, submissions per template, and overall u...

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  • File Import / Bulk Upload (Claravine Academy)

    In the User 103 Course of the Claravine Academy, learn about: How to Import Files / Bulk Upload   Successful Imports   About Failed Imports   Fixing a Failed File Import Wrap Up   Pro Tips Reso...

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  • Emoji

    Emojis are a simple and easy way to add personality to your marketing, advertising, and corporate communications. You can add an emoji to a Facebook post, email subject line, or other customer comm...

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  • Export Data from Dataset View

    The Dataset View is a unified and aggregate view of all data ever submitted on this template. The Data tab view matches the current configuration of the template of visible fields.  To access the D...

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  • Templates - Link Configuration and Validation on Templates

    Define and govern the link configuration, requirements, parameters, and validation on a template.   In Step 2, click + Add Link Field.    The Link field is automatically added to the end of the s...

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  • Folders Overview

    Administrators and Managers with folder-management permission can combine templates together in Folders. For example, an Administrator can associate a Facebook template, a Twitter template, and a L...

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  • Can I delete multiple users at once?

    You can delete multiple users at once. Please note that we don't recommend deleting users. Instead of deleting users, the best practice is to contact your CSM to have users set to 'Disabled'. We re...

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  • What Are the Field Type Options?

    Field Sets is where Administrators can create the fields to be used in the Submission Table, define the field's data type, and add governance, formatting, and restrictions.     Field Type Descri...

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  • Templates - Approval Feature

    The approval feature can be enabled to alert one or many administrators that they need to review and approve or reject submission data before it can be fully processed. This provides an extra layer...

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  • Password Questions

    Q: What are the length and character restrictions for Claravine passwords? A. It must be at least 12 characters long, any character may be used.     Q: Does the password expire? A. Yes, users will ...

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