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Import Archives

Into the [Import Archives] panel, you can configure the import from archives. Import Archives Into the [Import Archives] tab, you can see all the archives already imported or that are still waiting to be imported into the system. For each archive, are...

Import Folders

at your premises, and you already have your corporate files stored in shared folders over the network. Once configured, the Import Folder can maintain synchronized the changes that happen in the external source with the documents' repository. The list...

Automation

the selected documentsfolder Folder the selected folderfolders Folder the selected folders AUTOMATION CONTEXT: EMAIL IMPORTVariableJava ClassDescriptionemail EMail the email being importedaccount EmailAccount the account from which the email is being...

Email Accounts

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. In this panel, you can see the currently existing accounts. To add a new account, you have to click on Add...

Import Emails and Attachments

Select all emails you want to import, open the addin menu in the menu bar and select the [Import email] item. All the selected emails will be imported into the system inside the folder specified in the configuration. Into the system the imported emails...

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...

External Authentication

first and if the process completes successfully, the user's profile(but not the password) is also automatically imported in LogicalDOC. [/alert] Manually import users From time to time you may want to manually import a new user from the...

Snippets

validated (only available in attribute validator) Put an automation dictionary: [automation] AUTOMATION CONTEXT: EMAIL IMPORTVariableJava ClassDescriptionemail EMail the email being importedaccount EmailAccount the account from which the email is being...

Dropbox

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...

AI Models

be trained first, the Training tab is the place where you instruct the system on how to execute such activity. The most important setting is the Sampler that allows you to choose among the list of samplers you previously created. Quite all the models...

ShareFile

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...

Connect Microsoft 365 emailbox

and install the module ExchangeOnlineManagement with these commands: Install-Module -Name AzureAD -SkipPublisherCheck Import-Module AzureAD Install-Module -Name ExchangeOnlineManagement -SkipPublisherCheck Import-Module ExchangeOnlineManagement...

Install a Trained Model

and use pre-trained models, which are ready to operate without additional training. These models can be downloaded and imported into the platform, enabling advanced features such as document tagging and language detection with minimal setup. The import...

Adding new documents

In LogicalDOC, there are a variety of ways that a user can upload documents. The options are described below. It is important to remember that the user must select a folder with write permission to be able to create new documents. [alert...

Workflow Designer

available for normal operations, you need to deploy it. To do this, select the workflow template and click on Deploy. It is important to understand that a number of instances may still be running with the old scheme, so this new version of the workflow...

Setting up folder's security policies

Rename: you can change the document's filename Custom ID: you can edit the custom ID Revision: you can edit the revision Import: the user can massively import files (e.g.: import from zip, import with DropSpot) Export: the user can export the folder's...

Google Drive

From the submenu, you can choose to edit text documents, calculation sheets, and presentations, create new documents, or import and export documents between LogicalDOC and Google Drive. The first time you want to use Google Drive from within LogicalDOC,...

Custom Reports

reports, defining what statistics they want to compute. The report models are based on BIRT report files that have been imported in LogicalDOC. All the parameters defined in the BIRT report file are extracted and asked the user that executes the report...

Recommended Update Procedure

Carefully read the Update Notes[/heading] Before running the update you must carefully read the Update Notes that display important information you must be aware of and also indicate if you have to take specific actions before and/or after the update....

Update Procedure for the Cloud

Carefully read the Update Notes[/heading] Before running the update, you must carefully read the Update Notes that display important information you must be aware of and also indicate if you have to take specific actions before and/or after the update....