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Local and Global settings

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...

Installation

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...

Uninstallation

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...

Folder Alias

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

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...

Tags

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...

Security Settings

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...

Manage tenants

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

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...

Instructions for the Trial

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...

Adding Bookmark

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...

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...

Versioning

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...

Workflow History

In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...

Apply a Template

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. Right click on a folder where you have the write permission and select the menu item [Apply...

Trash

The deleted documents are moved to a trash bin in order to be able to recuperate them if their elimination was accidental. [Trash] section lists all the documents deleted by the current user. [lightbox2 title="trash"...

Digitally signing a document

To digitally sign a document, you have to set up your certificate first. See here how to generate or load your own digital certificate. Signing a document Make sure to have the Sign permission, then open the Signature tab of the document's properties...

Convert to different formats

Thanks to a configurable converter system, you can convert a document to another different format. To convert a document, just select it and click on the Convert icon of the toolbar. Then in the popup window you can select one of the available output...

Microsoft Outlook Addin

You can archive emails and attachments into the system directly from your Outlook mailer. In the same way, you can attach to your outgoing emails documents picked from the system. Pre-requisites You need Microsoft Outlook....

Connect Google Gmail Mail Server

LogicalDOC can connect to Gmail in two ways: using a Google App Password or using OAuth 2.0 authentication. OAuth is the recommended, more secure method, but it requires additional setup in Google Cloud. For a simpler configuration, you can use an App...