Tools - LogicalDOC Documentation

Configuring Google API

You can create a connection between your Google account and LogicalDOC. This way, you will be able to use Google Cloud Applications like Drive and Calendar from inside LogicalDOC. Third party applications can communicate with your Google account through the Google API, but a set of actions have to be taken to properly set up the API and get the credentials.

Visit the Google API console and create a new project

Enter into your Google API Console and then create a new project called LogicalDOC.

After accessing the Google API Console, sign in to your account.

Once you do that, you will be taken to the API & Services Dashboard. In order to go further, you will need to create a project or select an already existing one.

To create a new project, click on the Create Project option:

Then, configure the new project, and click on Create when you’re done:

Enable the Google APIs

Make sure to enable both the Google Drive API and Google Calendar API by clicking on ENABLE APIS AND SERVICES and choosing the right services:

Then enable them:

So that they become active services:

Set up the consent screen

You have to enter in OAuth consent screen section at this point.

This is where you will have to enter the authorized domains (one or more). You will have to create and register an app. Therefore, choose the External user type here, and click on Create:

Then, you will need to enter the app details, such as name, logo, etc, as well as the authorized domains. Enter "LogicalDOC" in this field:

Next, enter your site’s domain in the Authorized Domains field:

You can also add links to your homepage, or to the Privacy Policy/Terms of Service pages, and then click on Save and continue:

Then, you will be taken through three more steps (Scopes, Test Users and Summary), and then the app will be ready for use:

At the beginning of the project is in the Test phase and only the users you specified as Test users can connect, you may put up to 100 users. Later, you may ask the Google team to start the Verification phase in order to enable the project for everybody.

Generate OAuth Credentials

Once the OAuth consent screen has been configured, you need to generate the keys, which we will use in LogicalDOC. Go to the Credentials section of the left sidebar of the Google API Dashboard:

From the top side of the page, click on Create Credentials:

A dropdown will appear. Here, choose the OAuth client ID option:

In the next field that appears, you have to choose the application type. Click on this field to open the list of available types:

From this list, choose Web Application:

What’s important here, is to set the Authorized redirect URIs. For each of them, click on +Add URI put the URL of your LogicalDOC followed by the /goauthcallback suffix(eg https://dms.acme.com/goauthcallback) you can put several URLs here if you reach LogicalDOC in different ways:

Click on Save:

As you do that, a pop-up will open, with the Client ID and Client Secret keys:

These are the keys that you need to use in LogicalDOC.

Go back to LogicalDOC and enter the credentials

Here you can proceed into two different ways.

Just click on Dashboard > Calendar > Authorize or choose whatever document and open the menu Tools > Google Drive > Authorize

Then press on Authorize and you’re done.

Text Editor

A plain text editor is embedded in the application so you can edit and create text files without having to leave LogicalDOC. The text editor is available in the menu Tools > Text content.

Edit an existing file

Select the text file you wish to edit, and choose Tools > Text content > Edit document.

The document will be checked out and opened in the editor so you can modify it's contents.

Click on Save to confirm your modifications and check in the file back in LogicalDOC.

Create a new text file

Select Tools > Text content > Create document.

Put a name and click on Create, the new file will be immediately available for editing in the text editor.

Google Drive

Privacy Policy

Before you activate this feature, please take a look at our Google Integration Privacy Policy

Google Drive / Google Docs is a free online Google application that allows you to create and edit documents on the web without the need of any word processing software. Google Drive integration appears in LogicalDOC as an entry in the Tools menu. From the submenu, you can choose to edit text documents, calculation sheets, and presentations, create new documents, or import and export documents between LogicalDOC and Google Drive.

The first time you want to use Google Drive from within LogicalDOC, you have to properly configure the Google API in your Google account, please read the guide Configuring Google API

Edit a Document

Select the document you wish to edit, and choose Tools > Google Drive > Edit document. The document will open in the editor, allowing you to modify its contents.

While you are editing a file in LogicalDOC the document is locked.

There are three buttons on the editor’s toolbar:

Close: closes the editor, the document remains locked

Cancel: closes the editor, the document is unlocked in LogicalDOC

Checkin: the document is modified, and a new version is saved to LogicalDOC

Create a new Document

Select Tools > Google Drive > Create document to open a blank document to modify.

Import from Google Drive

Click on Tools > Google Drive > Import from Google Drive. Using the finder, browse for and select the files you wish to import.

Export to Google Drive

Select the documents you wish to export. Click on Tools > Google Drive > Export to Google Drive.

Dropbox

LogicalDOC integration with Dropbox allows you to import and export documents and folders between both applications.

Authorization

The first time you import or export with LogicalDOC, an authorization wizard will appear to guide you through the process. This step will only be required once, as your authorization credentials will be automatically saved.

Once you have accessed Dropbox via the link provided, click Allow to connect LogicalDOC to your Dropbox account. Please note that you may have to log in first. Next, copy the Dropbox authorization code, and paste it into the authorization code field in LogicalDOC. Press Submit.

You will receive a message confirming your account authorization. You will not need to authorize your account again.

Export

Select the folder or document(s) that you wish to export. Open the Tools menu, and select Export to Dropbox (Tools > Dropbox > Export to Dropbox).

A popup message will appear asking you to confirm. Click Yes.

Next, choose the remote Dropbox folder you wish to export your files to. Click Select.

Wait for the export process to complete.

Import

Select the folder in LogicalDOC that you wish to import into. Open the Tools menu, and select Import from Dropbox (Tools > Dropbox > Import from Dropbox).

Select the items that you wish to import from your Dropbox account. You can select multiple items.

Once you have chosen, press Select. A popup message will appear asking you to confirm. Click Yes. When the documents have been imported successfully, you will receive a notification.

Configuring DocuSign API access

1. Visit the DocuSign administration

To allow LogicalDOC to have access to your DocuSign account you have to prepare an integration key first, so enter your DocuSign administration an click on the API and Keys link in the INTEGRATIONS menu.

This will lead you to your account informations:

2. Add the LogicalDOC APP

Click on the button ADD APP / INTEGRATION KEY

Use LogicalDOC as App Name.

Authentication

Make sure to choose the Authorization Code Grant authentication method-

Add a secret key and save it somewhere, you will need it later.

Callback URL

In the Additional Settings add the callback URL that DocuSign will use to communicate with LogicalDOC, here you have to use the first part of the URL you normally use to access LogicalDOC but append docusign-callback. If you access LogicalDOC with https://your_logicaldoc_hostname then the callback URL must be https://your_logicaldoc_hostname/docusign-callback

3. Go back to LogicalDOC, and enter the informations

Open the menu Tools > DocuSign > Authorize and paste the informations from your DocuSign account.

Then press on Authorize and you’re done.