Copying and moving documents requires having at least Read right on the original document and Write right in the target folder. Copying and moving are done using the clipboard, which is located in the status bar. Copy In the documents list select the...
You can make an advanced search to look for documents inside a folder selecting it and clicking on the [Search] menu item. The system will display the full-text search functionality with the search already set on the selected folder.
Typically, the archiving feature is used those times you want to maintain old or obsolete contents in your system, but you don't want them to be accessible during normal operations. In LogicalDOC when a document is archived it continues to exist in the...
The LogicalDOC Export is a standalone application designed to extract a LogicalDOC's folder and the entire tree below into a plain local file system path. Install LogicalDOC Export Get the installation file from the download website. To install...
The Custom Reports package leverages the reporting features of Eclipse BIRT, enabling users to create reports on the application's activity, directly from LogicalDOC. Users can create and generate reports, defining what...
The LogicalDOC Backup needs to be installed in the same server that is running your LogicalDOC. Download and launch the installation package for your system from the download website. During the setup, you will be prompted to provide the folder where...
Once installed, open your Outlook and note that a new menu now appears in the menu bar, open this menu and select the [Configuration] item. In the configuration form, you have to put the following information: Username: the username you use to log 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...
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...
If you have the Workflow permission in the current folder, you can manually start a workflow, simply by selecting the items from the documents list grid and clicking on the Start workflow icon. The system asks you to choose one of the available...
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...
LogicalDOC integration with ShareFile allows you to import and export documents and folders between both applications. ShareFile integration appears in LogicalDOC as an entry in the Tools menu when whatever folder is...
The system can store emails and their attachments by downloading them from remote email accounts. You can configure a number of email accounts so that they will be regularly inspected by the system, searching for new posts to be imported as documents....
LogicalDOC allows you to automatically populate document metadata using Fillers. Fillers analyze the content of a document and assign values such as tags, language, or template without manual input. Autofill can be performed in different ways depending...
In this section you can configure rules to automate the custom identification, the naming and the auto foldering of your documents at creation and/or check-in time. Each rule is associated to a specific document's template, while the special default...
as sender Target folder: you can optionally specify a folder that will receive a copy of all the emails sent by LogicalDOC Foldering: the sub-folders organization of the target folder Click Save to make persistent the changes and Test Connection to send...
Stores The stores are containers that LogicalDOC uses to save the files of your documents, these containers are not human-readable and are handled exclusively by the system. You can define more stores by using the button Add Store. In order to change a...
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...
LogicalDOC integration with Dropbox allows you to import and export documents and folders between both applications. Authorization The first time you import or export with LogicalDOC, an authorization wizard will appear to guide you through the...
The Syndication is the process of feeding a remote system with contents stored in your local LogicalDOC installation. A typical scenario is when you want to implement a Hybrid Cloud, where part of the document management system must be published to an...
