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Archiving a selection of documents

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 system, but it is stored in a different area no more available...

Extracting fields using the OCR

LogicalDOC allows the extraction of fields from your scans using barcodes or OCR zones. The prerequisite is that the document must be assigned to a template that define a list of extended attributes. Extract the fields with the Zonal OCR In the Capture...

Versions

Take this section as a utility to check at any time the status of all the existing versions of LogicalDOC.
Customer Portal - Versions
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Full-text Search

For example, you cannot use this expression: *est Boolean Operators Boolean operators allow terms to be combined through logic operators. The search system supports AND, "+", OR, NOT and "-" as Boolean operators. Note that these operators are all CAPS....

Brute Force Attack Prevention

In this panel, you can fine tune your strategy to protect the system from brute force attacks. If a maximum number of login failures is detected for the same username, that username gets blocked for a given amount of minutes. If a maximum number of...

Setting up folder's security policies

managing security policies Immutable document enabling immutability Password document protecting with a password Delete all logically removing Move document, folder moving into another location Rename document, folder modifying the name Custom ID...

Setting up document's security policies

managing security policies Immutable document enabling immutability Password document protecting with a password Delete all logically removing Move document, folder moving into another location Rename document, folder modifying the name Custom ID...

Access Control

managing security policies Immutable document enabling immutability Password document protecting with a password Delete all logically removing Move document, folder moving into another location Rename document, folder modifying the name Custom ID...

Dashlets

automation script Inside the query or content specification, you can count on the $user variable that specifies the currently logged-in user. Check here a list of sample dashlets.

Linking documents together

Sometimes you want to link documents that are logically related. To do this, select the documents you want to link and then select the Copy item of the context menu. This will put the current selection into the clipboard. Then right-click on a target...

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...

Deleted folders

This report shows you all the folders that were logically deleted, you can also filter by user and parent 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...

Impersonation

list will be authorized to act on behalf of the target user. How It Works Once granted access, the allowed impersonator can log in in place of another user. The core of the Impersonation process is handled during the authentication phase. A user can...

Working with Folders

All documents are stored in folders. It is similar to what is done on a local hard drive. Folders are logical collections of documents that are arranged in a hierarchical tree starting from the root folder. Organizing folders in an appropriate and...

Configure Office Addin

the Settings item. In the configuration form, you have to put the following information: Username: the username you use to log in into the system Password: the password you use to log in into the system URL: your system instance address Language: the...

Templates

script which to validate the input of the user when an object is created or modified. Implement your own validation logic and save in the $errors map the descriptions of the errors. You can also override the validation or initialization of any single...

Custom ID and Naming

the document is originally uploaded, you might want to automatically move it to the right folder accordingly to your own logic. In this case the rule must return a path that will be used as the final destination of the document, if this doesn't exist it...

Robots

files by name Handle unknown queries gracefully These answers are stored as Automation scripts, allowing advanced conditional logic, data access, and dynamic rendering of results. [automation] AUTOMATION CONTEXT: ROBOT Variable Java Class Description...

Firewall

based on: IP addresses Hostnames Network ranges (CIDR notation) When enabled, the firewall filters incoming requests before login, meaning blocked users cannot authenticate Here you can optionally define a set of IPs, hostnames, or networks that are...

Import Archives

doesn't go to the finalized status, but goes to an error status and to the archive item is associated an error icon. Into the log file of the scheduled task, you can see all the occurred errors. NOTE: For each archive into the [Import Archives] list you...