To send a document as a mail attachment, first select a document. The next step is to select the Send by Email item from the context menu. It will be shown as an email composer in which you can insert the recipients that will receive your message.

These are the fields you can complete:

• Recipients: list of email addresses that will receive the document(recipients are not required to be system users)
• From: one of your sender addresses as specified in your profile
• Subject: A brief description of the content
• Template: Optionally select one of the available templates
• Message: The body of the message

Press Send to send the compiled email with the document as an attachment. If you select more than one document, they will all be added to the email as attachments.

You can also check the flag Send as Download Ticket. If you choose this option, instead of sending the document as an attachment, LogicalDOC will create a new download ticket and append an Internet link to the message body. The download ticket has an expiry time configured by the administrator. If the recipient clicks on this link, the document will be downloaded directly from the repository. The download ticket option will not be available if more than one document is selected.

In the Subject and in the Body, you can use the Automation to dynamically compose the content.

Managing contacts

In LogicalDOC you can handle your own contacts address book by entering in the menu Account > Contacts.

This allows you to import and export contacts in CSV format or directly create/modify/delete contacts through the web interface. These contacts will be available during email composition.

Bookmarking folders is a common operation that allows you to quickly access your most important folders. To add new bookmarks, you have to select the folder you want and then click on the [Add bookmark] context menu item.

Once the bookmark has been created, you can check that it appears in the general [Bookmarks] section in the accordion panel on the left side.  Here you can see the complete list of your bookmarks, by clicking on a bookmark you will be redirected to the referenced folder, or you can use a context menu to edit and delete existing bookmarks.

Thanks to a configurable converter system, you can convert a document to another different format.

To convert a document, just select it and click on the Convert icon of the toolbar.

Then in the popup window you can select one of the available output format and if you want to download the converted file or save it inside LogicalDOC in the current folder.

See also: Format Converters

Export as PDF

The Export as PDF icon of the toolbar is a shortcut for downloading the PDF conversion of the selected document.

If your selection consists of several documents, they will all be combined into a single PDF file.

Thanks to a configurable comparison system, you can compare two documents of the same format.

To compare two documents, just select them, then right click and in the context menu choose More > Compare.

Compare different versions

You can compare two different versions of the same document. In the Versions tab just select two versions and in the context menu choose Compare metadata.

The popup shows the differences in the properties:

Now click on Compare content to display the comparison between the two files.

See also: Comparators