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Attribute Sets

The attribute sets are libraries of reusable attributes. In the templates section of the administration, click the Attribute sets tab to manage the set of attributes. The attributes defined here can then be used in different templates. [lightbox2...

Templates

application allows you to define document types, also called templates, and reusable libraries of custom metadata called attribute sets. Each template has a name, a description and one or more attributes. When you upload or edit a document, you can...

Configure SAML with JumpCloud

Signature algorithm Upload the SP Certificate and SP Private Key generated at point 2 in the correspondent fields. In the Attribute mappings form, prepare the following mappings: In Username, type username In First Name, type firstName In Last Name,...

Automation

object under validation, for instance a Document or a FoldereventHistorythe current eventerrorsmap of strings. Key is the attribute name, Value is the error descriptionattributeNamename of the current attribute being validated (only available in...

GUI Settings

will not be accepted during the upload Text ext.: list of file extensions that can be edited with the embedded text editor Attribute text box width: size of the text boxes used to display and edit the extended attributes Attribute text area width: size...

Snippets

object under validation, for instance a Document or a FoldereventHistorythe current eventerrorsmap of strings. Key is the attribute name, Value is the error descriptionattributeNamename of the current attribute being validated (only available in...

Stamps

user: reference to the user that applies the stamp document: reference to the document's data representation ext. attribute name: extended attributes of the document can be referenced by the name itself with the dollar sign as prefix (e.g.: $InvoiceNo,...

Configure SAML with Microsoft ADFS

as Signature algorithm. Upload the SP Certificate and SP Private Key generated before, in the correspondent fields. In the Attribute mappings form, prepare the following mappings: In Username, type username In First Name, type firstName In Last Name,...

Designing a Workflow

and groups as possible owners of a task, you can implement a dynamic assignment based on document's metadata(the extended attributes of the document currently involved in the workflow). In the Participants section of the task's dialog box you find a...

Configure SAML with Okta

Signature algorithm Upload the SP Certificate and SP Private Key generated at point 2 in the correspondent fields. In the Attribute mappings form, prepare the following mappings: In Username, type username In First Name, type firstName In Last Name,...

Samplers

the text document that contains the data Metadata Extract samples from a list of documents. By default the extended attributes of the documents are considered as the features, and so all the documents in the referenced folder must share the same...

Zonal OCR

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 a template, you have to choose a template first....

Editing the metadata of a 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...

Forms

Variables available in the layout[/heading] document: reference to the document's data representation ext. attribute name: extended attributes of the template can be referenced by the name itself with the dollar sign as prefix, eg: $Buyer, $Seller...

Working with Folders

the documents contained in this folder are shown on the right, and the folder's detailed panel appears at the bottom. Some attributes of the folder such as the name or the description are editable in this panel. Otherwise, right-clicking on the folder...

SAML Single Sign-On

he was signed in using the same credentials. Centralized identity management. LogicalDOC accounts automatically pull user attributes from SAML upon login, such as full name, email, and username. Automatic account provisioning. LogicalDOC user accounts...

Web Forms

as a regular document (in the folder specified by the Destination setting) where the responses are saved as extended attributes. In the Responses tab, you see all the responses received by the system. Notifications You may ask LogicalDOC to notify a set...

Parameters

to a single folder, a single language and if you select a template you will also able to put conditions on the template's attributes. Click on Search and the result will appear. This search is always available and does not require document indexing....

Barcodes

The Barcode feature allows you to use barcodes to extract the metadata and store them as extended attributes of the document. Once you have selected the document template, you can then select one of the available barcode templates or create a new one...

Extracting fields using the OCR

barcodes or OCR zones. The prerequisite is that the document must be assigned to a template that define a list of extended attributes. Extract the fields with the Zonal OCR In the Capture tab, open the OCR Template drop-down list and select one of the...