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Users

under the list. Here you can edit the item's data.

Permissions inheritance

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

External Authentication

click on Save to make persistent your changes. [alert style="uk-alert-large"]

On the fly authentication

The next time a user tries to log into LogicalDOC, he will be...

Designing a Workflow

dialog box you find a specific Attribute field, here write the name of a custom attribute of type User then press the plus icon to add this in the participants list. At runtime, LogicalDOC will inspect the currently involved documents, searching for the...

License Activation

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License page protection

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

Snippets

link to a menu → [alert style="uk-alert-warning"]

Warning

Body

Install on QNAP

information about QNAP here: https://www.qnap.com. [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa fa-exclamation-triangle"> Warning

Before installing LogicalDOC inside your device, you should be aware of...

Key Store (Digital Signature)

can be created inside your LogicalDOC instance. [alert style="uk-alert-warning"]

Warning

Even if LogicalDOC can create a local CA for you, it is intended to be just...

Connect Microsoft 365 mail server

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Grant admin consent

Make sure to grant admin consent for all the application permissions.
Create...

Locking and Password Protection

Lock item from the context menu. This means that until it is unlocked, no other user can modify it. Once locked, a padlock icon appears. If you want to unlock a document you previously locked, simply select it and use the Unlock item. Only the owner of...

Convert to different formats

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 format and if you want to download the...

Working with Folders

to specific user profiles. Workspaces Workspaces are particular first-level folders that you can distinguish by the blue icon. Users can only see the individualized workspaces where they have read permission. You can use these special folders to...

Editing the metadata of a document

the future. You can select tags that are available in the system. Depending on the configuration, you may also see a New tag icon that allows you to create new tags Vote: you can register a vote on the document. A user can only vote once on the same...

Installation

for more information. [alert style="uk-alert-large"]

Notice for use of OpenJDK

If you opt for using OpenJDK instead of the official Oracle JDK, please download the installer...

Launch a workflow on a selection of documents

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, just confirm your selection and the workflow will be...

Email Accounts

the crawling of the current email account [/automation] [alert style="uk-alert-large"]

Microsoft 365

In case the mailbox you want to monitor is implemented in Microsoft 365,...

Outgoing Email

to send a test email and check the connection. [alert style="uk-alert-large"]

Microsoft 365

In case the mail server you want to connect is Exchange of Microsoft 365, you...

Repositories

encrypted, false = documents are stored in clear form [alert style="uk-alert-warning"]

Warning

Make sure that you have no stores nested inside each other, or you can...

Workflow Designer

(users cannot launch it on a selection of documents). [alert style="uk-alert-large"]

Save frequently

The Workflow Designer makes extensive use of Javascript and this may...

Branding

of the banner logo_oem: logo that appears in the login screen logo_head_oem: logo that appears in the banner at the right favicon: the site icon shown by the browser Custom content injection If you need to add your custom HTML contents in the LogicalDOC...

Configuring ShareFile API access

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HTTPS is manadatory

ShareFiles must communicate with LogicalDOC through the HTTPS protocol, this is a design choice of ShareFile...