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Folder's Metadata

Each folder has a set of standard metadata you can access and modify (if you have the proper permissions) in the Properties tab. ID: the unique identifier of the folder Path: the full path Name: the name that must be unique under the same node...

Zero-Shot

The Zero-Shot model enables automatic classification of documents into user-defined categories without requiring prior training on those specific labels. This allows the system to dynamically assign tags based on the semantic meaning of the content,...

Attach Documents

You can send documents stored into the system as email attachments. Create a new message, composing it as usual and then open the addin tab and select the [Attach Files] action. Now you can browse the folders and select the desired documents to attach...

Import Emails and Attachments

Select all emails you want to import, open the addin menu in the menu bar and select the [Import email] item. All the selected emails will be imported into the system inside the folder specified in the configuration. Into the system the imported emails...

Key Store (Digital Signature)

The Digital Signature feature adds PDF signing capabilities to the LogicalDOC Platform. It also provides generation of user certificates, which are required for document signing. LogicalDOC allows users to: download the PDF for previewing, download the...

Kofax Bridge

Kofax Express is an easy-to-use, batch-oriented document scan application for Windows capable of high-speed scanning with real-time Zonal OCR and indexing. You can find more information here: http://www.kofax.com/document-scanning-software The Kofax...

Dashboard

The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...

Launch a workflow on a selection of documents

If you have the Workflow permission in the current folder, you can manually start a workflow, simply by selecting the items from the documents list grid and clicking on the Start workflow icon. The system asks you to choose one of the available...

Import Folders

This feature allows you to feed LogicalDOC with files stored in a set of local and/or remote sources. A typical scenario is when you want to introduce LogicalDOC at your premises, and you already have your corporate files stored in shared folders over...

Repositories

Stores The stores are containers that LogicalDOC uses to save the files of your documents, these containers are not human-readable and are handled exclusively by the system. You can define more stores by using the button Add Store. In order to change a...

Prepare the Database on macOS

In order to set up a production system, you have to prepare a MySQL database where the application will store all data. To perform this step, make sure to have a MySQL up and running, if this is not the case install it:...

Archive Viewer

The system provides to you the Archive Viewer application. It allows you to verify any archive finalized by the system. This application has three functionalities: Verify: archive verification Browse: listing of all documents inside an archive Search:...

Configuring ChatGPT API

Before you can start integrating LogicalDOC with ChatGPT’s API, you need to get an API key to access it. 1 Create an account You can create a free account by signing up here. 2 Generate an API...

Zonal OCR

The Zonal OCR allows you to define zones into a scan that will be processed, in order to extract specific fields and store them as extended attributes of the document. Because of each zone refers to a specific attribute of...

AI Models

An AI Model (or simply model) represents a program that has been trained on a set of data to recognize certain patterns or make certain decisions without further human intervention. You handle the models in Administration >...

Install on QNAP

QNAP is a global producer of powerful yet affordable Network-Attached Storages (NAS). Find more information about QNAP here: https://www.qnap.com. [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa...

Install on Synology

Synology is a global producer of advanced and intelligent Network-Attached Storages (NAS). Find more information about Synology here: https://www.synology.com. [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa...

Syndication

The Syndication is the process of feeding a remote system with contents stored in your local LogicalDOC installation. A typical scenario is when you want to implement a Hybrid Cloud, where part of the document management system must be published to an...

Configure SAML with Okta

Before you begin Before you begin, you need to generate encryption certificates for encrypting the SAML connection and load them in LogicalDOC You can use the Bash script from the logicaldoc/scripts repository on GitHub, or any other suitable method....

Dashlets

A dashlet is a small window that appears in the user's dashboard. The purpose of a dashlet is to show useful information about the user's activities inside the system. Each user can customize his dashboard by placing a set of dashlets made available by...