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Adding a Form

If you have the write permission in the current folder, you can create a new PDF document by filling the fields with one of the available forms.  To do so, click on the Add a form icon and select one of the available forms.

Click on Save to confirm, and a new dialog box appears with the fields of the form.

Here you can fill the fields and confirm. The new PDF is now created inside the current folder, the fields are rendered according to the form's design.

Changes in the metadata

Anytime you change the metadata of this new document, the same changes will be automatically reflected in the content too.
 

Digitally signing a document

To digitally sign a document, you have to set up your certificate first. See here how to generate or load your own digital certificate.

Signing a document

Make sure to have the Sign permission, then open the Signature tab of the document's properties panel.

  1. Type a comment in the Reason box.
  2. Click on the Sign now button.

Your signature is displayed on the Signature tab. It is composed of your certificate, your organization's certificate, and the expiration date of your certificate.

You will also see a new red icon indicating that the document was signed.

You can now click on the red icon to open the signed version of the document.

Verifying the Signature of the PDF File

To verify the signature of the PDF, you need to:

  1. Install the public root certificate available from the Root Certificate section of the Signature tab: Click on the Download the public root certificate for your PDF viewer link to download the certificate.
  2. Follow your operating system's usual certificate installation steps.
  3. Download the signed PDF file by clicking on the red icon that appears in the document's record

Visual positioning

If in the signature form you also choose the Visual positioning option, you will be asked to position and size the signature area inside the document.

LogicalDOC Data Source

Adding an event to the Calendar

LogicalDOC allows you to add calendar events, the calendar is a useful tool to coordinate activities among your colleagues.

Each event in the calendar may be associated to one or more documents so select some documents and click on the tool bar icon New calendar event

This will open the event's detail window:

Title: name of the event, as displayed in the shared calendar

Description: a description of the event

Begin: when the event will occur

Expiration date: if the event has a duration, this field shows the expiration date

Frequency: for those events that are recurrent, here you can put the repetition frequency

Status: optional field you might use to track the completion status or the cancellation of the event

Participants: the users that will have to participate in the event

Documents: any documents associated to the event

Reminders

A set of reminders can be set so that all the involved people will be notified at the right time.

Document Aliases

Aliases are pointers to real documents that you may use to distribute the same content in different folders with different security policies, you may have more than one alias that point to the same real document.

Creating an Alias

From the list of documents to select the document you want to create an alias and then choose the Copy context menu item. This will put the current selection in the clipboard.

Now, in the folders tree, right-click on the destination folder and select the Paste as alias item.

The alias appears as a normal document, and you can perform on it all the operations allowed in the folder.

Info

All the operations performed on this alias will be executed on the original document.

All the modifications done on the real document will propagate to all the aliases.

Aliases don't cause increases in the size of storage.

Deleting an Alias

Just right-click on the alias and choose Delete. This deletes the alias only, not the real document.

Linking documents together

Sometimes you want to link documents that are logically related. To do this, select the documents you want to link and then select the Copy item of the context menu. This will put the current selection into the clipboard.

Then right-click on a target document and select Paste as link. Now you can see the new link appearing in the Links tab.

The attribute Type can be used to better qualify the link, and you can change it inline by double-clicking on the cell. As usual, a context menu is available on each element for doing basic operations.