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Autofill Using Fillers

LogicalDOC allows you to automatically populate document metadata using Fillers. Fillers analyze the content of a document and assign values such as tags, language, or template without manual input. Autofill can be performed in different ways depending...

Bookmarks

Bookmarking documents allows you to quickly access your most important files. To add new bookmarks, select the desired documents, and click on Bookmark in the following drop down menu. Once a bookmark has been created, it can be found in the general...

Parameters

When your search is more concerned on the parameters of the document, you could use the Parametric Search feature. To perform this kind of search, you have to add as many conditions as you want on the document's metadata. It is possible to restrict the...

Workflow triggers

Workflows can be automatically started when documents are created into a specific folder. If you have the Workflow permission in the current folder, you can configure the automatic workflow execution. In the Workflow tab of the folder's properties...

Manage tenants

In order to configure tenants, you have to log in with the admin account. Once in the system, go to Administration > System > Tenants The list of all tenants in the system is shown. Create a new tenant Click on Add tenant and fill in the form below....

Retention Policies

In LogicalDOC, the retention policies help organizations to manage documents lifecycle and reduce legal risks associated with documents and other materials. Retention policies make it easier to keep documents needed to comply with company policy,...