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Adding a Form

If you have the write permission in the current folder, you can create a new PDF document by filling the fields with one of the available forms. To do so, click on the Add a form icon and select one of the available forms. Click on Save to confirm, and...

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...

Archiving a selection of documents

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...

Searching your documents

The LogicalDOC's search engine is the heart of the system. It allows quick access to the information when you need it. The fastest way to search for documents is to use the full-text search. At the top of the screen is the quick search box. You must...

Logging onto the system

In order to log on to the system, you have to point your browser to the URL where LogicalDOC is installed (this may be an address on your network). Once there, a login form is presented in which you have to enter your username, password, and,...

Users

This panel shows the list of all users currently existing 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...

Groups and Roles

In LogicalDOC, a group represents both a collection of users logically related each other and the concept of "role" as a collection of permissions to match specific responsibilities. The Groups panel shows the list of all groups currently existing into...

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...

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...

Profile

You can manage the details of your profile by opening the menu Account > Profile Here you fill your information and can also change the avatar image by right-clicking on the current one and upload one of your photos. The Language is the most relevant...

Last Changes

In the Last Changes panel, you can retrieve the last events on folders and documents and the last user session activities. You can perform a search to enlist the activities performed on the defined date range and regarding a specific and exact User,...

Subscriptions

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...

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...

Working with Documents

You can work on documents by accessing the Documents area. Click on a folder in the browser, and on the right side, a grid will show you all the documents that it contains. The documents grid allows the selection of multiple elements, while a...

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Full-text Search

The full-text search allows you to search in the contents of the documents. To perform this kind of search you have to enter a text expression. It is possible to restrict the search to a single folder or apply some other filters as you see in the form....

Install from Command line

The Linux setup is: logicaldoc-cross-platform-installer-.jar Download it and execute the following commands command from command line: $ unzip logicaldoc-cross-platform-installer-.jar -d tmp $ mkdir /LogicalDOC $ tar -zxf tmp/LogicalDOCJex.tar.gz -C...

Scan a Document

You can upload into the system a scan from a scanner connected to the computer by clicking on the Scan a document icon. [alert style="uk-alert-large"][heading size="h3" style="underline"]...

Alerts on document's events

Alerts are messages automatically sent to users when an event occurs in a document. Users can follow the activity of a document, which means that they will receive an alert when an event occurs on the document itself. Subscribing to alerts You can...

Search and Indexing

Here you can retrieve information about and configure the Search engine, the installed index languages, the available parsers and the queue of documents to be indexed. Search engine Entries count: displays the number of elements in the index...