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email is required

Configure Outlook Addin

you use to log in into the system URL: your system instance address Folder: the destination folder that will receive the emails to be stored Language: the language for the emails you will store into the system Enabled automatic title composition: when...

Setting up folder's security policies

Preview document displaying in the interface Print document printing Download document, folder extracting from the platform Email document including the resource in an email Write all editing Add folder adding new elements inside Security document,...

Attach Documents

You can send documents stored into the system as email attachments. Create a new message, composing it as usual and then open the addin tab and select the [Attach Files] action. Now you can browse the folders and select the desired documents to attach...

Setting up document's security policies

Preview document displaying in the interface Print document printing Download document, folder extracting from the platform Email document including the resource in an email Write all editing Add folder adding new elements inside Security document,...

GUI Settings

if you want to display the language selector in the login screen Note max size: maximum size of the text of an annotation Email max size: maximum size of the body of an email Workflow dashlet rows: maximum number of rows displayed in the workflow...

Access Control

Preview document displaying in the interface Print document printing Download document, folder extracting from the platform Email document including the resource in an email Write all editing Add folder adding new elements inside Security document,...

Alerts on folder's events

Alerts are emails automatically sent to users when an event occurs in a folder. Users can follow the activities inside a folder. Subscribing to alerts You can subscribe to a folder or all the subtree by right-clicking on the folder and then selecting...

Configuring Whatsapp API access

key during two-factors authentication or alerts triggered by workflows. However, unlike other communication channels such as emails and system messages, WhatsApp does not allow free text messages but only predefined templates. In this guide, we explain...

Dashboard

to view schedules that others have shared with you for a selection of documents. You can also have event reminders sent via email directly to your mobile device or desktop PC. The calendar shows your upcoming events. Each event displays a beginning...

Users

into the system. To add a new user, you have to click on Add User button and then fill all the required data: Username Email First Name Last Name Language Group Each user can belong to one or more groups, the security policies are always expressed in...

External Authentication

Security implications[/heading] LogicalDOC needs to retrieve the profile information of the user from LDAP (email, phone etc.) so it requires the serialization. Please use trusted LDAP servers only, and in any case to connect to it with read-only...

Parameters

Number of seconds to wait for getting a lock notifier.maxtrials: Max. number of trials to send out a notification by email office.convert.enabled: If true and LogicalDOC is installed on a Windows server, Office suite will be used to do PDF conversions...

Designing a Workflow

task duration Remind-Time: defines, after the due date time is expired, how often the involved users will be remembered by email to complete the assigned task Note at Completion You may require the user to leave a note when the task has been completed,...

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...

Workflow Designer

for these notifications are named wf.assign and wf.remind, and you can find them in Administration > Settings > Outgoing Email > Message Templates [/alert]

SAML Single Sign-On

identity management. LogicalDOC accounts automatically pull user attributes from SAML upon login, such as full name, email, and username. Automatic account provisioning. LogicalDOC user accounts are automatically created the first time a user signs in...

DocuSign

and click on Tools > DocuSign > Send envelope. In the dialog box put the Subject that will be used in the notification email and optionally a brief Message. Prepare the tabs Before being able to send the envelope, you need to prepare each document,...

Workflow

in the Workflow designer integrated in the LogicalDOC application. Users who are involved in workflows are alerted by email. They can have a synthetic view of all the tasks that they have to do on documents in their dashboard. The documents for review...

Import and Export

of the Administration, you can perform all the configurations regarding import from local and remote folder, import from email accounts, creating of archives and importing from archives. You can also find format converters and syndication function....

Quota

tab of the tenant details panel. Alerts Optionally, you can define a threshold and a list of users that will be notified by email when one of the monitored resources reaches that threshold. [alert style="uk-alert-warning"][heading size="h3"...