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admin is required

Install the Application on Ubuntu

start Now you can access the program using the browser, pointing it to http://localhost:8080/. Use the account admin with password admin to enter the first time. Check the paths of external tools After the installation it is better to check that all...

Install the Application on Linux

start Now you can access the program using the browser, pointing it to http://localhost:8080/. Use the account admin with password admin to enter the first time. Check the paths of external tools After the installation it is better to check that all...

Administrator's Guide

to configure customize it in order to maximize the benefits from your installation. This manual is intended for use by the administrators and power users who are responsible for implementing the system to meet the needs of the entire organization. This...

Install the Application on macOS

to "wheel." [/alert] Configure LogicalDOC After the installation of LogicalDOC you will have to configure some paths in the administration. Enter the administration area: Administration > Settings > Client & External Apps Here put the following paths:...

Custom Reports

make reports available and use them, takes form in two places: in BIRT designer, to prepare the models in LogicalDOC, where administrators can create reports As a consequence, you need to install and set up the BIRT designer BIRT Designer Of course, the...

Groups

a description and a parent group. The new group will inherit all the permissions already assigned to the parent group. The administrators can delete a group by right-clicking the group item and then selecting the Delete context menu item. By selecting a...

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....

Import and Export

Inside the [Import and Export] section of the Administration, you can perform all the configurations regarding import from local and remote folder, import from email accounts, creating of archives and importing from archives. You can also find format...

Configure SAML with Microsoft ADFS

over HTTPS because ADFS will not accept a plain HTTP Relying Party. Prepare LogicalDOC Enable the SAML Single Sign-On in Administration > Security > SAML Single Sign-On In the SP Entity ID field put a unique identifier (you may put here the same URL you...

Configure SAML with Okta

referred to as the SP Private Key and the SP Certificate respectively. Prepare LogicalDOC Enable the SAML Single-sign-on in Administration > Security > SAML Single Sign-On In the SP Entity ID field put a unique identifier (you may put here the same URL...

Editing the content of a document

request[/heading] To successfully display the popup window, you need to activate the "Allow sid in request" parameter inside Administration > Security > Security [lightbox2 title="bulk checkout"...

Configuring ShareFile API access

1. Visit the ShareFile administration To allow LogicalDOC to have access to your ShareFile account you have to prepare an API Key first, so enter your DocuSign API console at https://api.sharefile.com administration an...

Logging onto the system

folders and manage your documents. Search: here, you search using one of the search tools available (full text, tags, etc.). Administration: the administrative area viewable only to administrators. Each user can select what is displayed in the work area...

Workflow Designer

business processes(workflow templates) without having to install additional software. The workflow designer is available in Administration > Document metadata > Workflow [lightbox2 title="Workflow Designer"...

Two Factors Authentication (2FA)

asking to input the second factor key: 1 2 Enable this feature in Administration > Security > Two Factors Authentication, and also enable the authenticators you want to support. Once this has...

Local and Global settings

file stores all local settings in a simple key-value map. In this way each node can be independently configured through the Administration interface as you already learned by reading this guide. Sometimes you may want to share some settings among all...

Recommended Update Procedure

Download the update package [list style="uk-list"]
  • Enter LogicalDOC as admin and go to Administration > General > Updates and Patches > Updates here if a new update package is available, click the Download button and wait...
  • Update Procedure for the Cloud

    Download the update package [list style="uk-list"][li icon="far fa-check-square"]Enter LogicalDOC as admin and go to Administration > General > Updates and Patches > Updates here if a new update package is available, click the Download button and wait...

    Configuring DocuSign API access

    1. Visit the DocuSign administration To allow LogicalDOC to have access to your DocuSign account you have to prepare an integration key first, so enter your DocuSign administration an click on the API and Keys link in the INTEGRATIONS menu. [lightbox2...

    Manual Update Procedure

    actions before and/or after the update. [/alert] [list style="uk-list"][li icon="far fa-check-square"]Open a console as the Administrator user
  • If you are on Windows, stop the LogicalDOC service
  • [li icon="far...