Skip to main content

see is required

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...

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

Now all the files are signed locally and uploaded to your LogicalDOC installation. If you enter the web interface you will see your new files and in the Signature tab the certificate used to sign them:

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 formats

Recommended 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...

SAML Single Sign-On

At the time of writing LogicalDOC was tested with Okta, JumpCloud and Microsoft Ads as the identity providers (IDPs), please see links below for more details on how to configure SAML with these providers. Okta SAML Configuration JumpCloud SAML...

AI Models

The completion of the training is reflected in the models grid but also in the log area of the training tab where you can see how the operations were performed. The trained model is then saved in LogicalDOC itself as a regular document in the default...

Tokens Detector

in the document ingestion_workflow_diagram_v2.pdf . To explore the many benefits of developing a consistent reading habit, see the document called reading-benefits.txt . Please, retrieve any documents about 1250 paper . Locate the finance policy...

Recommended Patch Process

fa-check-square"]Enter LogicalDOC as admin and go to Administration > General > Updates and Patches > Patches here you see the list of all the available patches. A flag indicates if a patch was already installed in your system ...

Key Store (Digital Signature)

to be trusted publicly. No higher authority can certify the root certificates: those are the top-level certificates. You can see examples of those in your browser, under the certificate authorities / CA section. Here are some of the more popular ones:...

Configure SAML with Okta

statements used to map attributes between Okta and LogicalDOC. For more information on which attributes are configurable, see our documentation on SAML configuration settings. Email and username attributes are required. [lightbox2 title="Okta Panel"...

Attribute Sets

Add attribute set button, and then it is sufficient to specify a unique name. Moreover, you can select an existing set to see all the associated attribute definitions. On the right side of the Properties panel you can define a new attribute by filling...