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automation is required, and procedure is required

Digital Signature Client

The LogicalDOC Digital Signature Client is a Windows desktop application that allows users to digitally sign PDF documents and upload the signed documents to LogicalDOC. The client supports certificates installed on the local computer and digital...

SAML Single Sign-On

standard login page continues to be available and works as usual. [/alert] Validation You may optionally provide an automation procedure invoked any time a user is about to be authenticated through the SAML to decide if it must be authenticated or not,...

External Authentication

will be retained otherwise they will be overwritten by those specified in the LDAP or AD server Validation: an automation procedure invoked any time a user is about to be authenticated through the LDAP to decide if it must be authenticated or not, or to...

Custom Actions

on Add custom action to create a new item. You can directly input your automation code or you may choose an existing automation procedure. In this latter case, if the procedure declares some input parameters, the user will be required to input them when...

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...

Update Procedure for the Cloud

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...

Email Accounts

be inspected at regular intervals by the scheduled task Email Download. Into the Automation tab you can write your automation procedure that will be invoked at each import passing the email variable. [automation] AUTOMATION CONTEXT: EMAIL IMPORT...

Restore

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Caution

The restore procedure physically destroys your current LogicalDOC installation first, and only after that it tries to...

Scheduled Tasks

Into the system, there are processes which are performed during normal execution of the program without the intervention of a user. These processes are scheduled tasks, since you can schedule their execution. The section Scheduled Tasks allows you to...

Prepare the Database on macOS

In order to set up a production system, you have to prepare a MySQL database where the application will store all data. To perform this step, make sure to have a MySQL up and running, if this is not the case install it:...

Recommended Patch Process

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...

Duplicates

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...