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automation is required

Key Store (Digital Signature)

coordinate, you can use variables that will be expanded dynamically Width: dimension of the signature Content: an automation script used to print the visual content of the signature [alert style="uk-alert-large"][heading size="h3"...

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...

Workflow triggers

Workflows can be automatically started when documents are created into a specific folder. If you have the Workflow permission in the current folder, you can configure the automatic workflow execution. In the Workflow tab of the folder's properties...

Setting up folder's security policies

Calendar document creating a calendar event Subscription document, folder subscribing other users to the issued alerts Automation document, folder invoking an automation routine Reading request document sending a reading request Store folder changing...

Access Control

Calendar document creating a calendar event Subscription document, folder subscribing other users to the issued alerts Automation document, folder invoking an automation routine Reading request document sending a reading request Store folder changing...

Stamps

can then reference the filled attributes from inside the stamp's dynamic content with variables named $name_of_attribute [automation] AUTOMATION CONTEXT: STAMPS Variable Java Class Description stamp Stamp the stamp being applied user User the user...

Samplers

as the features, and so all the documents in the referenced folder must share the same attributes scheme. With the Automation you may also extract whatever data for each document. Folder: the folder that contains the documents to process Category: name...

Workflow Elements

Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...

Custom Reports

The Custom Reports package leverages the reporting features of Eclipse BIRT, enabling users to create reports on the application's activity, directly from LogicalDOC. Users can create and generate reports, defining what...

Vector Stores

A vector store indexes and stores vector embeddings (the vectorial representation of documents) for fast retrieval and semantic search. Embeddings are generated by AI models, in the context of machine learning these features represent different...

Scheduled Tasks

in different groups. You may note other kind of jobs, like those generated by the calendar or by the time-driven automation triggers. At any time, you can unschedule a job by right-clicking on it and choosing Unschedule

Configure Outlook Addin

Once installed, open your Outlook and note that a new menu now appears in the menu bar, open this menu and select the [Configuration] item. In the configuration form, you have to put the following information: Username: the username you use to log in...

Setting up document's security policies

Calendar document creating a calendar event Subscription document, folder subscribing other users to the issued alerts Automation document, folder invoking an automation routine Reading request document sending a reading request Store folder changing...

Object Detection

structured business documents. The detected regions can subsequently be used by OCR engines, AI classifiers, or custom automation workflows to extract and process document information. Creating a YOLO Model In Administration > Artificial Intelligence >...

Editing the metadata of a document

Metadata is the basis of any modern record management system. LogicalDOC allows you to store the standard and custom metadata of your documents. To be able to edit the metadata, you will need the Write permission. Standard properties In the document's...

Alerts on document's events

Alerts are messages automatically sent to users when an event occurs in a document. Users can follow the activity of a document, which means that they will receive an alert when an event occurs on the document itself. Subscribing to alerts You can...

Alerts on folder's events

Alerts are emails automatically sent to users when an event occurs in a folder. Users can follow the activities inside a folder. Subscribing to alerts You can subscribe to a folder or all the subtree by right-clicking on the folder and then selecting...

Users

This panel shows the list of all users currently existing into the system. To add a new user, you have to click on Add User button and then fill all the required data: Username Email First Name Last Name Language Group Each user can belong to one or...

Groups and Roles

In LogicalDOC, a group represents both a collection of users logically related each other and the concept of "role" as a collection of permissions to match specific responsibilities. The Groups panel shows the list of all groups currently existing into...

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:...