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Dashboard

The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...

Creation

Into the [Workflow] panel you can create and configure a new workflow template. Clicking on [New Workflow Template] you can configure a new workflow template. The workflow settings consists of: Name Description Task-Assignment Reminder Supervisor In...

Designing a Workflow

To add a new Task in your workflow template, click the on Add Task button in the toolbar and a new square appears into the design panel. By default, it is a blue square, if you want to make it your initial task, just double click over it and select the...

Parameters

In general, you configure LogicalDOC by accessing dedicated configuration sections inside the administration. However, there is a set of fine-tuning parameters collected in a single form located in the section Administration > Settings > Parameters...

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...

Configuring Google API

You can create a connection between your Google account and LogicalDOC. This way, you will be able to use Google Cloud Applications like Drive, Calendar and Gmail from inside LogicalDOC. Third party applications can communicate with your Google account...

Format Converters

A format converter is a component able to transform a file of a given format into another, different format. In the Associations section, you can choose what converter to use for an exact combination of formats. The drop-down list shows the converters...

Key Store (Digital Signature)

The Digital Signature feature adds PDF signing capabilities to the LogicalDOC Platform. It also provides generation of user certificates, which are required for document signing. LogicalDOC allows users to: download the PDF for previewing, download the...

Configuring Google Password

Starting January 2025, less secure apps, third-party apps, or devices that have you sign in with only your username and password will no longer be supported for Google Workspace accounts. For this reason, an App Password must be used instead of your...

Configuring Whatsapp API access

LogicalDOC can use WhatsApp as an additional channel to send notifications to users, such as the security key during two-factors authentication or alerts triggered by workflows. However, unlike other communication channels such as emails and system...

Comparators

A comparator is a component able to compare the contents of two files of the same format or different versions of the same document. In the Associations section, you can choose what comparator to use for a specific format. The drop-down list only shows...

Tickets

This section collects all the tickets raised for your installation
Customer Portal - Tickets
You can click on the ticket to open the details. Please...

Prepare the Database on Linux

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, so execute the command: /etc/init.d/mysql status Default settings...

Prepare the Database on Ubuntu

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:...

Customer Portal

The Customer Portal is a secure and dedicated online environment that enables LogicalDOC's customers to independently access information, and manage their license. Enter the portal The portal is available at https://www.logicaldoc.com To enter put the...

Editing the metadata of a document

Metadata is the basis of any modern record management system. LogicalDOC allows you to store the standard and custom metadata of your documents. To be able to edit the metadata, you will need the Write permission. Standard properties In the document's...

Full-text Search

The full-text search allows you to search in the contents of the documents. To perform this kind of search you have to enter a text expression. It is possible to restrict the search to a single folder or apply some other filters as you see in the form....

Search by Tag

You may search by tags by opening the Tags section. Here, click on the desired symbol or type it by your own. In the list below, it will be shown the set of tags starting with the selected symbol. Double-click on a tag to launch the search. By default,...

Installation

The application can be installed using the proper installer program downloadable from: https://dist.logicaldoc.com Please, download the installer package available for your Operating System. Verify the presence of Java JDK (Java Development Kit) The...

Digitally signing a document

To digitally sign a document, you have to set up your certificate first. See here how to generate or load your own digital certificate. Signing a document Make sure to have the Sign permission, then open the Signature tab of the document's properties...