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Attribute Sets

The attribute sets are libraries of reusable attributes. In the templates section of the administration, click the Attribute sets tab to manage the set of attributes. The attributes defined here can then be used in different templates. [lightbox2...

Automation

Manual to familiarize with the syntax. You may also look at the Automation Snippets. [/alert] Automation Routines In this section, you define reusable automation routines. These routines may be referenced and triggered when specific events happens in...

Connect Microsoft 365 mail server

obtain the OAuth Token. Register LogicalDOC as application in the Azure Portal Open your Azure Portal, here in the Services section, open the App registrations. Click on New registration and enter LogicalDOC as the new application name. Now that the...

Configure SAML with JumpCloud

Panel" image="/images/stories/en/saml/jumpcloud/jumpcloud_newapp_006.png" width="500" group=""/] In the attributes section, click on add attribute and insert the following attribute mappings: Map Service Provider Attribute Name username to JumpCloud...

Connect Microsoft 365 emailbox

obtain the OAuth Token. Register LogicalDOC as application in the Azure Portal Open your Azure Portal, here in the Services section, open the App registrations. Click on New registration and enter LogicalDOC as the new application name. [lightbox2...

Clear Browser Cache

on the Firefox button and then click Options Select the Advanced panel. Click on the Network tab. In the Cached Web Content section, click Clear Now. Click OK to close the Options window Chrome Click the wrench icon on browser toolbar Select Tools...

Autofill Using Fillers

fillers: a Language Filler, an Attribute Filler, and a Tag Filler The generated explanation report contains a separate section for each filler in the chain, showing the result of its execution. For fillers that perform multiple processing steps, such as...

Install a Trained Model

detection with minimal setup. The import process is straightforward: 1 Enter the models section Go to Administration > Artificial Intelligence > Models 2 Download the Model file The model to...

Bookmarks

on Bookmark in the following drop down menu. Once a bookmark has been created, it can be found in the general Bookmarks section of the expanding tabs located on the left side of the screen. There you will see a complete list of your bookmarks. Clicking...

Save a Search

the Save button of the toolbar. Then insert the name of the saved search and an optional description. In the Saved Searches section, you can find the list of your saved searches. Double-click on one of the items to launch the search. Each user has his...

Trash

documents are moved to a trash bin in order to be able to recuperate them if their elimination was accidental. [Trash] section lists all the documents deleted by the current user. [lightbox2 title="trash" image="/images/stories/en/trash2.png"...

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...

Administrator's Guide

and power users who are responsible for implementing the system to meet the needs of the entire organization. This section provides the guidance that is needed in order to configure the LogicalDOC system.

Workflow History

In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...

Setup a Node

in the same subnet. Please read the Installation Guide to install the application Once installed, you have to enter the section Administration > System > Clustering and enable the clustering. In the clustering configuration form, you find the following...

Publishing

You can define the publishing status of each specific document by accessing the Publishing section. To be able to handle the publishing settings you have to belong to the admin or publisher group. Inside the Publishing panel you have the following...

Adding Bookmark

bookmark] context menu item. Once the bookmark has been created, you can check that it appears in the general [Bookmarks] section in the accordion panel on the left side. Here you can see the complete list of your bookmarks, by clicking on a bookmark...

Folder Alias

in a location where those users can access. When a folder has aliases pointing to it, they are also listed in the Aliases section of the details panel.

VIA (Virtual Agent)

only. The virtual agent monitors an email looking for incoming messages to answer, so configure the Monitored Email Account section. The settings Max. number of attachments and Max. size of an attachment are used to restrict the size of the response...

License

This is the most important section because it displays all the information about your license as it is recorded in the LogicalDOC's informative system [lightbox2 title="Customer Portal - License" image="/images/stories/en/cportal/cportal-license.png"...