Anytime a new task in which you are a participant has to be completed, you receive a notification by email. You can see all the details of the job in the Workflow section of the Dashboard. Here you find three dashlets that show: tasks assigned to you...
In order to save the actual document into LogicalDOC, you have to click the [Save] or [Save As] button. A dialog box will appear allowing you to choose the target folder and define the document name. In case the current document was previously opened...
LogicalDOC integration with Dropbox allows you to import and export documents and folders between both applications. Authorization The first time you import or export with LogicalDOC, an authorization wizard will appear to guide you through the...
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...
This procedure is dedicated to Cloud users and describes the update of a LogicalDOC Cloud installation. 1
Download the update package [list style="uk-list"][li icon="far fa-check-square"]Enter LogicalDOC as admin and go to...
This procedure 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 is available, please follow the...
Turn paper documents into full-text searchable digital files and manage them in a paperless document management system that incorporates advanced OCR software. Quickly and easily apply all the tools and functions of electronic document management to...
Each time a document is changed, the current version is saved, and a new one is generated that becomes the actual version. You can inspect all past versions in the Versions tab. Version and File Version In reality, two versions are maintained: the...
Training AI models is a computationally intensive and time-consuming process, often requiring specialized hardware and large datasets. For this reason, not all models can be trained directly within LogicalDOC. To simplify adoption, the system allows...
If you have the write permission in the current folder, you can create a new PDF document by filling the fields with one of the available forms. To do so, click on the Add a form icon and select one of the available forms. Click on Save to confirm, and...
Make it easier for your customers to complete online forms by automatically filling out the questions you have the answers to. Custom fields, alongside dynamic URLs, allow you to use info that you already have to pre-fill forms. This way, your...
The Language Detection model automatically identifies the language of a document based on its textual content. This enables the system to classify documents by language and support language-specific processing workflows. The model is based on a...
The English language shows the default templates. You can use placeholders and conditional expressions, please read the Automation Syntax. Adding user templates Apart from the system templates you find by default, you can click on Add template to create...
You can upload into the system a scan from a scanner connected to the computer by clicking on the Scan a document icon. [alert style="uk-alert-large"][heading size="h3" style="underline"]...
The product provides a completely web-based designer that can be used to visually model your business processes (workflow templates) without having to install additional software. The workflow designer is available in Administration > Document metadata...
The High Availability (HA) architecture is the right option when the document management becomes business-critical and requires minimal downtime and continuous availability. The same architecture is also used to implement a Disaster Recovery (DR) where...
The Zero-Shot model enables automatic classification of documents into user-defined categories without requiring prior training on those specific labels. This allows the system to dynamically assign tags based on the semantic meaning of the content,...
Sometimes it may happen that, above all, if you have a huge repository, documents with same content are stored in several locations. This may lead to unnecessary storage space occupation. When you store whatever file in LogicalDOC, a digest is...
