In LogicalDOC, the retention policies help organizations to manage documents lifecycle and reduce legal risks associated with documents and other materials. Retention policies make it easier to keep documents needed to comply with company policy,...
You can work on documents by accessing the Documents area. Click on a folder in the browser, and on the right side, a grid will show you all the documents that it contains. The documents grid allows the selection of multiple elements, while a...
A Folder Template is a structure of empty folders and sub-folders that may be applied to an existing folder in order to quickly create a tree within it. You can define as many templates as you want, each template has a name and a tree specification in...
1. Visit the ShareFile administration To allow LogicalDOC to have access to your ShareFile account you have to prepare an API Key first, so enter your DocuSign API console at https://api.sharefile.com administration an...
To have additional features like the full preview, you need to install some external components. LibreOffice Please download and install LibreOffice in your system: https://www.libreoffice.org/download/ Setup the application following the instructions...
All the documents evolve according to a defined life cycle. There are different ways that this can be done. One option is to use a workflow. A workflow is a process in which a chain of users is defined to review, approve or reject a document. Workflows...
LogicalDOC is an entirely web-based application for archiving documents. Once installed and connected to the Internet or your private network, you can easily use the program with a browser without having to install additional software. This manual is...
Every LogicalDOC instance inside the cluster has its own configuration stored in conf/context.properties, this file stores all local settings in a simple key-value map. In this way each node can be independently configured through the Administration...
The application can be installed using the proper installer program downloadable from: https://dist.logicaldoc.com Please, download the installer package available for your Operating System. Verify the presence of Java JDK (Java Development Kit) The...
Procedure for Windows Execute the program located at: C:\LogicalDOC\Uninstaller\uninstaller.jar At the end of the procedure delete the directory C:\LogicalDOC Procedure for MAC OSX Shutdown the service: /LogicalDOC/bin/logicaldoc.sh stop Delete the...
A Folder Alias is like a shortcut that you can create in a node of the folders tree to point to another folder stored somewhere else. Creating an Alias Just select a folder where you have the permission to create new items, right-click on it and select...
Robots are agents engined by the Artificial Intelligence thought to interact with you in natural language, depending on how the administrator configured your system you can count on different robots probably dedicated to...
Here you can specify some general settings to handle the tags in your system. Input Mode: Free form or Preset Max. size: Maximum characters number for a single tag Min. size: Minimum characters number for a single tag Elements in tag selection: Maximum...
Into the Security panel, you fins some general settings related to the security of the system. Security Password rules You may define a set of rules to enforce a minimum quality of the password for the users. Use the Generate button to generate a...
In order to configure tenants, you have to log in with the admin account. Once in the system, go to Administration > System > Tenants The list of all tenants in the system is shown. Create a new tenant Click on Add tenant and fill in the form below....
LogicalDOC Backup is an optional component that can be installed if you need a dedicated backup solution for your document's repository. The main features of the LogicalDOC Backup module are: Archive compression and encryption Suitable for large...
You can try LogicalDOC in different ways, this page lists the options you have available. Install the application in your server All the installation packages are available here: http://dist.logicaldoc.com Detailed instructions for installing in...
Bookmarking folders is a common operation that allows you to quickly access your most important folders. To add new bookmarks you have to select the folder you want and then click on the [Add bookmark] context menu item. Once the bookmark has been...
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...
Each time a document is changed, the current version is saved, and a new one is generated that becomes the actual version. You can inspect all past versions in the Versions tab. Version and File Version In reality, two versions are maintained: the...
