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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...

SAML Single Sign-On

Single Sign-On (SSO) is a way for users to log into multiple applications with a single user ID and password without having to re-enter their credentials. The SAML standard allows identity providers to pass credentials to service providers. LogicalDOC...

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Outgoing Email

In order to allow LogicalDOC to send emails, you have to connect the application to your SMTP mail server. Into the Outgoing Email section, you can configure the outgoing mail server parameters. Protocol: you can choose between standard SMTP or SMTP...

Workflow Designer

The product provides a completely web-based designer that can be used to visually model your business processes (workflow templates) without having to install additional software. The workflow designer is available in Administration > Document metadata...

License Activation

After the purchase of your commercial edition, you will receive a User Number this is your identification ID you must provide everytime you need support. This user number is also your activation code you must use to activate the license. In order to...

License Management

Each LogicalDOC installation has it's own license that contains the list of available features and various operating parameters like the maximum number of users and documents. Your license is identified by a unique User Number also known as Activation...

Manual Activation

This manual activation procedure can be used when the LogicalDOC's server is isolated from the Internet and cannot contact the remote license manager. Access the license page at the following URL: http://your_server_ip:your_server_port/license where...

Automation

The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language. [alert style="uk-alert-warning"][heading size="h3" style="underline"]

Install on Windows

To install on Windows, please follow these three steps: Prepare de Database Install third-party Software Install the LogicalDOC application [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa fa-exclamation-triangle">
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VIA (Virtual Agent)

VIA is a virtual agent capable of responding to questions in natural language regarding the documents' retrieval. In practice, you can write an email like 'Hi LogicalDOC, can you find the contract of LiquidPaper Ltd ?" and get responded with the...

Repositories

Stores The stores are containers that LogicalDOC uses to save the files of your documents, these containers are not human-readable and are handled exclusively by the system. You can define more stores by using the button Add Store. In order to change a...

Connect Google Gmail emailbox

LogicalDOC can connect to Gmail in two ways: using a Google App Password or using OAuth 2.0 authentication. OAuth is the recommended, more secure method, but it requires additional setup in Google Cloud. For a simpler configuration, you can use an App...

Connect Microsoft 365 mail server

When you connect to Microsoft 365 mail server (that is Exchange Online), it is mandatory to use the OAuth v2.0 authentication scheme via SMTP. LogicalDOC uses the client credential flow to obtain the OAuth Token. Register LogicalDOC as application in...

Connect Google Gmail Mail Server

LogicalDOC can connect to Gmail in two ways: using a Google App Password or using OAuth 2.0 authentication. OAuth is the recommended, more secure method, but it requires additional setup in Google Cloud. For a simpler configuration, you can use an App...

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...

General Informations

Here you can find all the system information: product version, installation ID, statistics, sessions and system log. Statistics Here you can find all the statistics regarding the Hard Disk usage by, for example, documents, imports and exports, database...

Templates

The application allows you to define document types, also called templates, and reusable libraries of custom metadata called attribute sets. Each template has a name, a description and one or more attributes. When you upload or edit a document, you can...

Install the Application on macOS

Get from the download website the setup file: installer-linux-.zip To install LogicalDOC unpack the zip archive, open a terminal window and execute the command from command line: $ java -jar logicaldoc-installer.jar When the installer asks for...

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...