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Search and Indexing

is input to the next. Such a sequence of filters is used to match query results and build the index. In the Filters tab you see the list of all available filters, of course you can reorder them and disable/enable them. If you expand a filter you can...

Import Archives

[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 shown the...

Completing a Task

Anytime a new task in which you are a participant has to be completed, you receive a notification by email. You can see all the details of the job in the Workflow section of the Dashboard. Here you find three dashlets that show: tasks assigned to you...

Manual Activation

Manual Activation and a popup dialog will ask you to confirm the license code to activate, once confirmed the code you will see a formatted activation request to be used to activate your license: From here you can proceed in two different ways depending...

Email Accounts

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 account button. These are the standard...

Neural Network

A neural network is an AI model that teaches computers to process data by modeling it on how the human brain works. It is a type of machine learning (ML) process, called deep learning, that uses interconnected nodes or...

Editing the metadata of a document

document's grid, select a document. The properties panel will appear below, showing the standard properties. Here, you can see and edit a set of properties: File name: every document has a file name Custom ID: optional field you can use to provide your...

Copying, Moving and Deleting documents

Copying and moving documents requires having at least Read right on the original document and Write right in the target folder. Copying and moving are done using the clipboard, which is located in the status bar. Copy In the documents list select the...

Setting up folder's security policies

title="Folder's security" image="/images/stories/en/folder-security.png" width="600" group="security"/] Here you can see a grid in which you can grant / revoke permissions to groups and users. To grant / revoke a single permission, just check / uncheck...

Dashboard

messages to other online users. The mechanism is the same as all the other chat platforms, once you enter the chat you see who are the online users and what they are writing in the chat. Use the prompt row in the bottom to write your message and then...

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...

Scan a Document

or this process could be automated by the LogicalDOC Webstart launcher. At the end the app is launched, and you can see its window. Here perform the following actions: click the new scan button (white page icon) choose, through the drop-down menu, one...

Scheduled Tasks

to a selection of users. Jobs The scheduled tasks are not the only background operations scheduled in your installation. To see all the scheduled background operations, just open the Jobs tab. Here you see all the jobs organized in different groups. You...

Users

If you want to force a specific password, just right click and select Change password. By selecting a user item, you can see all the user details under the list. Here you can edit the item's data.
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Groups and Roles

a group by right-clicking the group item and then selecting the Delete context menu item. By selecting a group item, you can see all the group's details under the list. Here you can edit the group's data. [lightbox2 title="group window"...

Export Archives

in fact, in correspondence of the archive item appears an error icon. Into the log file of the scheduled task, you can see all the errors occurred.
You can delete an archive by right-clicking the item and then selecting the Delete context menu...

Outgoing Email

you want to connect is Exchange of Microsoft 365, you need to make specific configurations to allow LogicalDOC to access it. See all the details here. [/alert] [alert style="uk-alert-large"][heading size="h3" style="underline"]

Designing a Workflow

to users and/or groups by selecting them in the User and Group drop down lists. When you select a user or group, you will see the same appearing in the list of candidates. To remove a candidate, select the item and then click on Remove button. Click on...

Zonal OCR

upload a sample scan that will be used to visually define the zones (it is suggested to use a .jpg or .pdf file). Now you see the sample is displayed in the visual editor. Create a new Zone On the scan sample you have to design the zones for extracting...

Install on QNAP

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Check the running container At the end, you should see the logicaldoc-db container up and running in the Container area: [lightbox2 title="MariaDB container running"...