From the documents list grid select the documents you want to move and then select the [Cut] item of the context menu. This will put the current selection into the clipboard.
Now in the folders tree, right-click on the destination folder an select the [Paste] item. As you can see, the documents were moved in the target location. Note that they are no more present in the source folder.
From the documents list grid select the documents you want to delete and then select the [Delete] item of the context menu. Than you have to confirm the operation.
After that the document will be deleted and they will appear in your personal trash.
Metadata is the basis of any modern record management system. LogicalDOC allows you to store the standard and custom metadata of your documents. To be able to edit the metadata, you will need the Write permission.
In the document's grid, select a document. The properties panel will appear below, showing the standard properties.
Here you can see and edit a set of properties:
Please note that the document's ID, which is a unique identifier of the document within the database, is automatically handled by LogicalDOC and cannot be altered.
In the Extended properties section, there are additional properties that are associated with the document.
You have the option to apply a Template from a list of configured templates. If you assign a template, a set of custom attributes will appear. The number, names and types of these attributes are defined in the template's configuration.
Saving the modifications
Each time you make a change, a Save button is displayed. You must click on it to confirm all of the changes. It will result in a new minor version being saved with your modifications.
Sometimes you have to edit a set of documents with the same metadata, that is excactly what the Bulk update feature is designed for. Just select some documents and click the Bulk Update icon in the toolbar.
A dedicated wizard will start and you can define both standard and extended properties that will be applied to the current selection. Remember that all the metadata you fill in this wizard will replace the current value in each one of the selected documents. Check the option Ignore empty fields to skip those fields you leave blank.
Copying and moving documents requires to have at least Read right on the original document and Write right in the target folder. Copying and moving are done using the clipboard, which is located in the status bar.
In the documents list select the elements you want to copy then right-click on them and choose the Copy item of the context menu. This will put the current selection into the clipboard.
Now in the folders tree, right-click on the destination folder and select the Paste item. As you can see, the documents were copied in the target location. Note that they are completely new documents not connected with the original ones.
In the documents list select the elements you want to move then right-click on them and choose the Cut item of the context menu. This will put the current selection into the clipboard.
Now in the folders tree, right-click on the destination folder and select the Paste item. As you can see, the documents were moved in the target location.
You must have the Delete permission to be able to delete documents. In the documents list select the elements you want to delete then right-click on them and choose the Delete item of the context menu.
Once deleted, the documents are no longer in the current folder but you can find them in your trash bin located in the left side of the screen.
If you want to restore a deleted element, just right-click on it and select Restore. The element is restored in the currently selected folder.
LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that other users cannot alter it while you are editing it. When you are finished with the editing, you will confirm your modifications by checking-in the new content. The check-in will also unlock the document so that other users will be able to edit it. Each time that you check-in content, a new version is automatically created. All of the past versions of the document are accessible in the Versions tab and available for download, preview and comparison.
A number of possible ways of editing the document's content are presented below.
Right-click on the document you want to edit and select the item Checkout
The document is now checked-out and the proper icon appears indicating its status. Once checked-out, you are the only person who can alter the document. The other users can only access it in read only mode. This mode allows you to download the file to your PC and to edit it locally. Once you have made all of the required modifications, right-click again on the document and select Checkin.
A dialog box will now appear to guide you in uploading a new file. Use the option 'Major Version' to mark this update as a major version (this will increase the main versions number, e.g., 1.0 -> 2.0).
You can edit more documents simultaneously and automate the check-out/check-in operations by selecting the desired documents and then clicking on the Bulk Checkout toolbar icon.
The bulk checkout function is implemented as a Java Application and if you PC runs Windows you have to install the LogicalDOC Webstart launcher
Now, depending on the configuration of your system you could be required to download a .jar file and execute it(it would be sufficient to double-click on it in case Java has been associated with that extension) or this process could be automated by the LogicalDOC Webstart launcher.
At the end the app is launched and you can see it's window.
All the documents will be checked-out, and a popup window will show you the list of the files that you are currently editing. To modify one of the files, just double click on it. The file will be opened in your local editor. This allows you to edit one or more files multiple times. LogicalDOC will automatically detect if an element was modified locally.
To confirm the modifications in a particular document, right-click on it in the Bulk Checkout window and select Checkin. To finish this editing session, you should close the Bulk Checkout window. This will unlock all of the selected documents.
You can also edit your documents with: