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Manual Update Procedure

download the update packages from the Internet. 1 Backup your System [list style="uk-list"]
  • Read instructions on how to backup and restore
  • Be sure to be able...
  • Recommended Update Procedure

    refer to the dedicated cloud update guide. 1 Backup your System [list style="uk-list"][li icon="far fa-check-square"]Read instructions on how to backup and restore
  • Be sure to be able to...
  • Manual Patch Procedure

    download the patch files from the Internet. 1 Download the patch file [list style="uk-list"][li icon="far fa-check-square"]Stop LogicalDOC application but leave the database management system up and running [li icon="far...

    Stamps

    expanded dynamically Description: optional description [alert style="uk-alert-large"]

    Variables for Text

    DATE: formatted current date TIMESTAMP: formatted current timestamp...

    Update Procedure for the Cloud

    of a LogicalDOC Cloud installation. 1 Download the update package [list style="uk-list"][li icon="far fa-check-square"]Enter LogicalDOC as admin and go to Administration > General > Updates and Patches > Updates here if a...

    Recommended Patch Process

    please follow the manual update guide. 1 List the available patches [list style="uk-list"][li icon="far fa-check-square"]Enter LogicalDOC as admin and go to Administration > General > Updates and Patches > Patches here you...

    Working with Documents

    are shown by default. However, this can be changed by using the Display button of the toolbar. For each record, a set of icons will show the status of the document, indicating if it is already indexed, checked out, signed, etc. The following are the...

    Editing the content of a document

    Right-click on the document you want to edit and select the item Checkout The document is now checked-out and the proper icon appears indicating its status. Once checked-out, you are the only person who can alter the document. The other users can only...

    Scheduled Tasks

    check the Progress column, the progression bar will be updated constantly showing the percentage of progress and an animated icon indicates that the process is running. This icon is clickable and allows you to stop the execution. When the task is not...

    Export Archives

    of Finalized and is ready to be copied into any optical media. [alert style="uk-alert"]

    Note

    If, during the execution of the scheduled task Archive Builder some errors...

    License Management

    width="400px" group="license"/] [alert style="uk-alert-large"]

    License page protection

    In order to protect your privacy, the license page is protected by security checks. To...

    Stamping a document

    software as described in the installation guide. If you have the write permission, select a document and click on the Stamp icon of the toolbar. A dialog box allows you to choose one of the stamps assigned to you. Please select one and click on Apply,...

    Custom Reports

    database connection you configured at installation time. [alert style="uk-alert-large"]

    Info

    In case you directly connect to your production environment, you may take the...

    Adding new documents

    write permission to be able to create new documents. [alert style="uk-alert-warning"]

    Maximum number of documents per folder

    Do not put a huge amount of...

    DocuSign

    a tab is modeled with an annotation of a special type. In order to prepare the documents, click on the Edit the tabs icons.
    Document preparation
    You click on Add Tab to put another tab...

    Digitally signing a document

    your certificate, your organization's certificate, and the expiration date of your certificate. You will also see a new red icon indicating that the document was signed. You can now click on the red icon to open the signed version of the document....

    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"]

    Webstart

    The scan...

    Users

    under the list. Here you can edit the item's data. [alert style="uk-alert-large"]

    Permissions inheritance

    The security model implemented by the system allows you to express...