Skip to main content

automation is required

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Send a document by Email

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. [automation] AUTOMATION CONTEXT: SEND MAIL Variable Java Class Description sender User the...

Zonal OCR

Pattern characters for dates y Year M Month in year d Day in month In any case, for each type of field, you can define an automation script that will be executed when the zone gets filtered and subsequently elaborated on a specific document....

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...

Microsoft Office Addin

The LogicalDOC Microsoft Office Add-in integrates Microsoft Office applications with the LogicalDOC document management system, allowing users to work with documents stored in the repository directly from their familiar Office environment. Once...

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

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...