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versioning is required

Versioning

Promote. Revision While Version and File Version are automatically handled by LogicalDOC, you can implement your own versioning by using the property Revision. By default, the Revision is kept the same as the Version, but you can manually edit it or...

Compare documents and versions

Thanks to a configurable comparison system, you can compare two documents of the same format. To compare two documents, just select them, then right click and in the context menu choose More > Compare. [lightbox2...

Versions

Take this section as a utility to check at any time the status of all the existing versions of LogicalDOC.
Customer Portal - Versions
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Workflow Designer

as xml file. The most common use of this function is to port the same workflow from a LogicalDOC instance to another. Versioning Each time you save a scheme, or you deploy it, a new version is created. In the Version dropdown list, you can recall all...

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...

Microsoft Office Addin

open and edit documents, manage document properties and tags, and save new or modified files directly into LogicalDOC. Versioning and document locking are handled by LogicalDOC, helping users collaborate safely while maintaining the complete document...

Save a Document

Click the Save or Save As button in the LogicalDOC ribbon to save the current Microsoft Office document into the LogicalDOC repository. The Save Document window allows you to browse the LogicalDOC folder tree, select the destination folder and specify...

LogicalDOC Export

Unique identifier of the remote folder to monitor target Full path of the local folder that will receive the export versioning true = all the versions are exported; false = just the last version is exported filealias true = file aliases are exported;...

Folder's Metadata

Each folder has a set of standard metadata you can access and modify (if you have the proper permissions) in the Properties tab. ID: the unique identifier of the folder Path: the full path Name: the name that must be unique under the same node...

Comparators

A comparator is a component able to compare the contents of two files of the same format or different versions of the same document. In the Associations section, you can choose what comparator to use for a specific format. The drop-down list only shows...

Parameters

In general, you configure LogicalDOC by accessing dedicated configuration sections inside the administration. However, there is a set of fine-tuning parameters collected in a single form located in the section Administration > Settings > Parameters...

Document History

All the events that happen on each single document are recorded and available inside the document's History tab.
History
Each record reports the...

Editing the metadata of a document

Metadata is the basis of any modern record management system. LogicalDOC allows you to store the standard and custom metadata of your documents. To be able to edit the metadata, you will need the Write permission. Standard properties In the document's...

Microsoft Outlook Add-in

The LogicalDOC Microsoft Outlook Add-in integrates LogicalDOC directly into Microsoft Outlook, allowing you to manage emails and documents without leaving your familiar email environment. With the add-in, you can archive email messages and their...

Recommended Update Procedure

This procedure is dedicated to on-premise users and requires LogicalDOC to have Internet access. If you are running an old version of the software or if LogicalDOC cannot directly access the Internet, you can configure a proxy server. If neither option...

Manual Update Procedure

Use this procedure in case LogicalDOC cannot download the update packages from the Internet. 1 Backup your System [list style="uk-list"]
  • Read instructions on how to backup and restore
  • [li...

    Vector Stores

    A vector store indexes and stores vector embeddings (the vectorial representation of documents) for fast retrieval and semantic search. Embeddings are generated by AI models, in the context of machine learning these features represent different...

    Update

    Our product is constantly improving, so each new version has a number of feature enhancements as well as issues resolved. We spend a lot of time making sure that upgrades are painless, however because of the large variety of configurations and...

    Protocols

    maximum number of elements returned when the client asks for the change log WebDAV Web-based Distributed Authoring and Versioning is a long-standing protocol that enables a webserver to act as a fileserver and support collaborative authoring of content...

    Import Emails and Attachments

    The LogicalDOC Outlook Add-in allows you to archive selected email messages, their attachments, or both directly into the LogicalDOC repository. Select one or more messages in Outlook and open the LogicalDOC tab. The Save section provides two commands:...