You can define a set of forms to help users in filling information and producing well-designed documents. A form is always associated to a Template and defines a rendering layout. The user provides the values for the template's fields, and LogicalDOC...
This procedure is dedicated to on-premise users and requires LogicalDOC to have Internet access. If you are running an old version of the software or if LogicalDOC cannot directly access the Internet, you can configure a proxy server. If neither option...
Copying and moving documents requires having at least Read right on the original document and Write right in the target folder. Copying and moving are done using the clipboard, which is located in the status bar. Copy In the documents list select the...
Our product is constantly improving, so each new version has a number of feature enhancements as well as issues resolved. We spend a lot of time making sure that upgrades are painless, however because of the large variety of configurations and...
In LogicalDOC, there are a variety of ways that a user can upload documents. The options are described below. It is important to remember that the user must select a folder with write permission to be able to create new documents. [alert...
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...
You can manage the details of your profile by opening the menu Account > Profile Here you fill your information and can also change the avatar image by right-clicking on the current one and upload one of your photos. The Language is the most relevant...
Normally, LogicalDOC is configured like a single-instance single-tenant environment, where each tenant (instance owner) runs a single instance that is installed on one server or across a cluster of them. Of course, LogicalDOC can also run multiple...
This procedure requires LogicalDOC to have Internet access. If you are running an old version of the software or if LogicalDOC cannot directly access the Internet, you can configure a proxy server. If neither option is available, please follow the...
In this section you can configure rules to automate the custom identification, the naming and the auto foldering of your documents at creation and/or check-in time. Each rule is associated to a specific document's template, while the special default...
A set of features in LogicalDOC require the execution of a small Java application in the client PC. This application is a simple java archive .jar that must be downloaded in your Windows PC and executed through the Java runtime (usually a double click...
Each time your installation is upgraded, you have to clear the Web browser cache in order to force the browser to load the latest version of the Graphical User Interface. Internet Explorer Click Tools from the Internet Explorer menubar Click Internet...
Hardware requirements may vary based on the number of concurrent users, repository size and system configuration. Larger implementations may require some configuration tuning to perform optimally. LogicalDOC Commercial Subscribers may contact the...
Into the [Workflow] panel you can create and configure a new workflow template. Clicking on [New Workflow Template] you can configure a new workflow template. The workflow settings consists of: Name Description Task-Assignment Reminder Supervisor In...
Starting January 2025, less secure apps, third-party apps, or devices that have you sign in with only your username and password will no longer be supported for Google Workspace accounts. For this reason, an App Password must be used instead of your...
With the quota, you can put limits in the usage of your system or specific tenants. The form below shows the actual usage for the different resources, and you can optionally put limitations. LogicalDOC guarantees that the system will not go over the...
Each LogicalDOC installation has it's own license that contains the list of available features and various operating parameters like the maximum number of users and documents. Your license is identified by a unique User Number also known as Activation...
On Ubuntu Linux you need to install and execute LogicalDOC as root user (command sudo su), make sure to log-in as root before continuing, since this guide assumes you perform all the operations as root. To install on Ubuntu you have to provide at least...
Two-factor authentication is now recommended to secure login to Internet services and protect against phishing attacks and credential theft. This authentication generates two-step verification codes for the users on their devices, thereby increases the...
