see is required
Custom ID and Naming
the default -$segment. that will generate segments like document-1.pdf, document-2.pdf... Sequences In this panel, you can see the list of the sequences currently active into the system.Protocols
Description Configuration WebService Used for programmatically interacting with LogicalDOC from a 3rd party application. See more here. Enabled: enables or disables this protocol Enable Basic Authentication: enables the legacy authentication that uses...Repositories
bucket: name of the bucket to use role: name of the IAM role to use region: the region where is implemented the bucket. See here the list of all the admitted regions encryption: true = documents are encrypted, false = documents are stored in clear form...Import Emails and Attachments
according to the configured Title schema, using placeholders such as {sender} , {from} , {subject} , {date} , and {time} . See Configure Outlook Add-in for details. Save Attachments If you only need to archive the files attached to the selected...Workflow Elements
panel. To edit the properties of a specific element, just double-click on it to open the context menu. Here below, you can see all the different types of tasks you can use. TASK A task represents a specific activity that can be accomplished by a number...Annotating a Document
via the Notes tab. Notes enable users to discuss the document and its evolution. All users with read permission can see the notes added to a document. You can add a new note by clicking on the button Add Note. Put your comment in the editor and confirm...Setting up document's security policies
title="Document's security" image="/images/stories/en/document-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 /...API Keys
name to the new key, so type the name and confirm. Immediately copy the code in a secure place because you won't be able to see it again. You can then put this generated key into your application so it will be able to connect to LogicalDOC Securing an...API Keys (2)
name to the new key, so type the name and confirm. Immediately copy the code in a secure place because you won't be able to see it again. You can then put this generated key into your application so it will be able to connect to LogicalDOC Securing an...LogicalDOC Export
EXPORT SETTINGS Parameter Description url The address to reach LogicalDOC apikey The API Key to access LogicalDOC, see here how to create an API Key source Unique identifier of the remote folder to monitor target Full path of the local folder that will...Custom Reports
in Administration > Reports > Custom reports. Creating a Report 1. Click on the New report button. 2. Fill in the form (see below for more information on the different fields available). 3. Click Save. The report is saved and its Properties tab is...Digital Signature Client
displayed when it is created. If the key is lost, generate a new one. For detailed instructions about generating an API key, see API Keys. The API key generation procedure described there also applies to the Digital Signature Client. Signature...Format Converters
into PDF PstConverter Converts a pst file into PDF or TXT MarkdownConverter Converts a markdown template into PDF or HTML See also: Convert to different formatsRecommended Update Procedure
may become unavailable (the time depends on several factors but expect at least a couple of minutes). If you do not see LogicalDOC updated after some minutes. 4 Confirm the update-
Update Procedure for the Cloud
may become unavailable (the time depends on several factors but expect at least a couple of minutes). If you do not see LogicalDOC updated after some minutes. 3 Confirm the update [list style="uk-list" style="padding-right: 8px">[li icon="far...