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Adding an event to the Calendar

LogicalDOC allows you to add calendar events, the calendar is a useful tool to coordinate activities among your colleagues. Each event in the calendar may be associated to one or more documents, so select some documents and click on the toolbar icon...

Semantic Search

Semantic search allows you to find documents based on meaning and intent, rather than word matches like full-text does. Instead of searching for literal occurrences of the words you type, the system analyzes the semantic similarity between the query...

Install on Synology

Synology is a global producer of advanced and intelligent Network-Attached Storages (NAS). Find more information about Synology here: https://www.synology.com.

Zonal Barcode Templates

In a zonal template, you define the zones where the barcodes are located, and each zone is then elaborated using one or more provided recognition patterns. When you create a zonal pattern, you also upload an image or PDF...

Connect Google Gmail emailbox

LogicalDOC can connect to Gmail in two ways: using a Google App Password or using OAuth 2.0 authentication. OAuth is the recommended, more secure method, but it requires additional setup in Google Cloud. For a simpler configuration, you can use an App...

Tokens Detector

The Tokens Detector is a specialized natural language model designed to identify and extract specific pieces of information, called tokens, from within a sentence. It is used to detect structured data like IDs, names, dates, or codes embedded in...

Automation

The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language. [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa...

Outgoing Email

In order to allow LogicalDOC to send emails, you have to connect the application to your SMTP mail server. Into the Outgoing Email section, you can configure the outgoing mail server parameters. Protocol: you can choose between standard SMTP or SMTP...

Web Forms

While regular Forms can be used to collect information from registered users and produce formatted documents, the Web Forms can be used to collect information and answers from everybody, without the need to be a LogicalDOC user. You can use this...

API Keys

An API key is a simple encrypted string that you can use when calling LogicalDOC APIs. Each user can generate multiple API keys, and each one can be used by an external application to connect to LogicalDOC in the name of that user. This is more secure...

API Keys (2)

An API key is a simple encrypted string that you can use when calling LogicalDOC APIs. Each user can generate multiple API keys, and each one can be used by an external application to connect to LogicalDOC in the name of that user. This is more secure...

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...

Tickets

Tickets are unique codes bound to special links that can then freely distributed to give access to a specific document to people not registered in the system. Only those users with download permission can create a ticket. If you have such a permission,...

Send a document by Email

To send a document as a mail attachment, first select a document. The next step is to select the Send by Email item from the context menu. It will be shown as an email composer in which you can insert the recipients that will receive your message....

Workflow Elements

Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...

Import Emails and Attachments

Select all emails you want to import, open the addin menu in the menu bar and select the [Import email] item. All the selected emails will be imported into the system inside the folder specified in the configuration. Into the system the imported emails...

Google Drive

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Privacy Policy Before you activate this feature, please take a look at our Google Integration Privacy Policy
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Dashboard

The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...

Install on QNAP

QNAP is a global producer of powerful yet affordable Network-Attached Storages (NAS). Find more information about QNAP here: https://www.qnap.com. [alert style="uk-alert-warning"][heading size="h3" style="underline"][icon style="fa...

Workflow Designer

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...