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Templates

The application allows you to define document types, also called templates, and reusable libraries of custom metadata called attribute sets. Each template has a name, a description and one or more attributes. When you upload or edit a document, you can...

Prepare the Database on macOS

In order to set up a production system, you have to prepare a MySQL database where the application will store all data. To perform this step, make sure to have a MySQL up and running, if this is not the case install it:...

Install the Application on macOS

Get from the download website the setup file: installer-linux-.zip To install LogicalDOC unpack the zip archive, open a terminal window and execute the command from command line: $ java -jar logicaldoc-installer.jar When the installer asks for...

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,...

AI Models

An AI Model (or simply model) represents a program that has been trained on a set of data to recognize certain patterns or make certain decisions without further human intervention. You handle the models in Administration >...

DocuSign

DocuSign allows organizations to manage electronic agreements and offers eSignature, a way to sign electronically on different devices. Signatures processed by DocuSign are compliant with the US ESIGN Act and the European...

Prepare the Database on Windows

The LogicalDOC's installer also includes a MariaDB and will use it by default, but if you want to connect LogicalDOC to an existing MySQL or MariaDB installation, this guide describes how to prepare the database where the application will store all...

Web Forms

While regular Forms can be used to collect information from registered users and produce formatted documents, the Web Forms can be used to collect information and answers from everybody, without the need to be a LogicalDOC user. You can use this...

Automation

The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language. [alert style="uk-alert-warning"]

Import and Export

Inside the [Import and Export] section 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...

Convert to different formats

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...

Deleted documents

This report shows you all the documents that were logically deleted, you can also filter by user and folder. You can interact with the elements of the report by right-clicking on them and choose one of the possible actions. When you choose to restore a...

Parameters

When your search is more concerned on the parameters of the document, you could use the Parametric Search feature. To perform this kind of search, you have to add as many conditions as you want on the document's metadata. It is possible to restrict the...

Restoring a document

From the documents list in the trash panel, select the document you want to restore and then use the [Restore] item of the context menu. After that, the document will be restored, and it will appear in the current folder, if you have the write...

Save a Document

In order to save the actual document into LogicalDOC, you have to click the [Save] or [Save As] button. A dialog box will appear allowing you to choose the target folder and define the document name. In case the current document was previously opened...

Restore

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Caution The restore procedure physically destroys your current LogicalDOC installation first, and only after that it tries to...

Backup

To start the backup, open a command console, navigate to the installation folder of LogicalDOC Backup and type the following command: Windows: backup.bat Linux and Mac: backup.sh Product of backup The backup tool produces a number of sub-folders. So we...