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Archived documents
This report shows you all the archived documents you have in the system, you can also select a folder to restrict the visualization to a specific partition of your repository. You can interact with the elements of the report by right-clicking on them...Certificate (digital signature)
LogicalDOC offers PDF digital signing capabilities. In case you want to sign a document that is not PDF, its PDF conversion will be signed. Top-Level View From a high-level functional point of view, here is what users need to be able to do using the...Document Aliases
Aliases are pointers to real documents that you may use to distribute the same content in different folders with different security policies, you may have more than one alias that point to the same real document. Creating an Alias From the list of...Linking documents together
Sometimes you want to link documents that are logically related. To do this, select the documents you want to link and then select the Copy item of the context menu. This will put the current selection into the clipboard. Then right-click on a target...Manual Activation
This manual activation procedure can be used when the LogicalDOC's server is isolated from the Internet and cannot contact the remote license manager. Access the license page at the following URL: http://your_server_ip:your_server_port/license where...Google Calendar
Privacy Policy
Before you activate this feature, please take a look at our Google Integration Privacy PolicyAdministrator's Guide
LogicalDOC is an advanced system that allows you to handle a large volume of data. Once installed, you will be able to configure customize it in order to maximize the benefits from your installation. This manual is intended for use by the...Digital Signature Client
LogicalDOC provides a client to allow you to digitally sign your documents directly from your desktop. The Digital Signature Client for your Windows PC is available in the download website. Configuration Once installed,...Manual Update Procedure
Use this procedure in case LogicalDOC cannot download the update packages from the Internet. 1 Backup your System [list style="uk-list"]Completing a Task
Anytime a new task in which you are a participant has to be completed, you receive a notification by email. You can see all the details of the job in the Workflow section of the Dashboard. Here you find three dashlets that show: tasks assigned to you...Data Isolation
Each tenant has its own data: users, folders, documents, templates... When a user logs in, he will operate inside his tenant in a complete isolation. LogicalDOC associates each username to a specific tenant, that's why you cannot use the same username...Locking and Password Protection
Lock / Unlock If you want to protect the document so that no other users can make changes to it, use the Lock item from the context menu. This means that until it is unlocked, no other user can modify it. Once locked, a padlock icon appears. If you...Invoice Approval
Archive Viewer
The system provides to you the Archive Viewer application. It allows you to verify any archive finalized by the system. This application has three functionalities: Verify: archive verification Browse: listing of all documents inside an archive Search:...Move
From the documents list grid, select the documents you want to move and then select the [Cut] item of the context menu. This will put the current selection into the clipboard.Folder's Metadata
Each folder has a set of standard metadata you can access and modify (if you have the proper permissions) in the Properties tab. ID: the unique identifier of the folder Path: the full path Name: the name that must be unique under the same node...Change password
At any time, you may change your password by opening the menu Account > Security > Change password You must input your current password and provide the new one(inputted twice). The new password must satisfy the quality constraints configured by the...Compare documents and versions
Thanks to a configurable comparison system, you can compare two documents of the same format. To compare two documents, just select them, then right click and in the context menu choose More > Compare. [lightbox2...Complaint Rationale
[lightbox2 title="Report Parameter" data-caption="cut document"...Folder's Metadata
Each folder has a set of standard metadata you can access and modify (if you have the proper permissions) in the Properties tab. ID: the unique identifier of the folder Path: the full path Name: the name that must be unique under the same node...Change password
At any time, you may change your password by opening the menu Account > Security > Change password You must input your current password and provide the new one(inputted twice). The new password must satisfy the quality constraints configured by the...Compare documents and versions
Thanks to a configurable comparison system, you can compare two documents of the same format. To compare two documents, just select them, then right click and in the context menu choose More > Compare. [lightbox2...Complaint Rationale
[lightbox2 title="Report Parameter" title="cut document"...Folder's Metadata
Each folder has a set of standard metadata you can access and modify (if you have the proper permissions) in the Properties tab. ID: the unique identifier of the folder Path: the full path Name: the name that must be unique under the same node...Change password
At any time, you may change your password by opening the menu Account > Security > Change password You must input your current password and provide the new one(inputted twice). The new password must satisfy the quality constraints configured by the...Compare documents and versions
Thanks to a configurable comparison system, you can compare two documents of the same format. To compare two documents, just select them, then right click and in the context menu choose More > Compare. [lightbox2...Complaint Rationale
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