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...
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...
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...
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"...
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...
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...
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....
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...
A Floating License is hardware independent and is the ideal choice if you plan to swap your LogicalDOC hardware quite frequently or if you install in a virtualized or containerized environment where you cannot control the hardware. Floating licenses...
The Subscriptions report lists all the subscriptions of the users to the alerts issued by the folders and files. You can restrict the list using the different criteria you find in the toolbar. You can also print and/or export the results. If you...
A LogicalDOC cluster is a group of independent computers that work together to increase the availability or the performance of the document management services. Clustered servers (called nodes) are connected by physical cables and software. If one of...
In order to download a document or convert it to PDF format, you must have the Download permission. Download If you want to save a document in the local computer without making any changes, you can right-click on a document and select the Download...
