Documentation

Administrator's Guide

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This section contains all documentation related to Administrator's Guide in Clear Ideas.

Available Guides

  • Sites - Master Sites in Clear Ideas for secure file organization and collaboration. Learn about creation, settings, privacy controls, and user management.
  • General Site Settings - Configure general site settings in Clear Ideas. Manage site name, visibility (public/private), display options, and understand when to make sites public.
  • Managing Users - Learn how to manage users in Clear Ideas effectively. Control access, assign roles, create user groups, and oversee user interactions for secure collaboration.
  • Site Numbering - Learn about site numbering in Clear Ideas. Apply hierarchical numbering to folders and documents for improved navigation and professional presentation.
  • PDF Watermarks - Learn about PDF watermarking in Clear Ideas. Add security layers, customize watermarks, and configure role-based watermark appearance for document protection.
  • Importing & Exporting - Learn about importing and exporting in Clear Ideas. Upload and unzip archives, export sites, and manage data efficiently for backup and offline review.
  • Content Indexing - Understand content indexing in Clear Ideas. Learn about text extraction, OCR capabilities, supported file formats, and indexing status for enhanced search.
  • Analytics - Use Clear Ideas analytics to understand page-level attention, search behavior, user journeys, and governed engagement inside a Site.
  • Advanced Search Settings - Configure advanced search in Clear Ideas. Master full-text search, OCR, AI-enhanced search, and site-level settings for better content discovery.
  • Site AI Settings - Control Site-level AI features in Clear Ideas, including AI Chat, summaries, enhanced search, MCP access, and third-party credit behavior.
  • PDF Options - Control PDF printing behavior in a Site by enabling printing and choosing which roles may print from the viewer.
  • Site Branding - Customize site branding in Clear Ideas. Upload icons and logos to personalize your site's visual identity in navigation and sharing contexts.
  • Site Statistics - Understand site statistics in Clear Ideas. Get quick insights into site size, composition, audience metrics, and document counts for effective management.
  • Web Import - Import public website content into a Clear Ideas Site so it can support search, Public AI Chat, and repeatable workflow automation.
  • Extraction Workflows - Configure upload-triggered extraction workflows in Clear Ideas. Route uploaded files to workflows, map trigger payload fields, and store structured metadata for search.
  • PDF Redaction - Learn how PDF redaction works in Clear Ideas, including AI-assisted PII term identification, draft save and finalize flow, manual regions, OCR support, and role-aware delivery across viewing, search, and AI.
  • Recently Deleted - Restore recently deleted files and folders in a Site by reviewing deleted content and choosing where it should be restored.
  • Archived Content - Review and restore content that was archived instead of deleted so governance references remain valid while files are hidden from normal Site views.
  • Page-Level Analytics and User Journeys - Use page-level analytics and user journeys to understand which pages were reviewed, where attention concentrated, and how stakeholders moved through a Site.