Versioning

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 Version itself changes whenever a change is made to the document, whether...

LogicalDOC Export

The LogicalDOC Export is a standalone application designed to extract a LogicalDOC's folder and the entire tree below into a plain local file system path. Install LogicalDOC Export Get the installation file from the download website. To install...

Compare documents and versions

Thanks to a configurable comparison system, you can compare two documents of the same format. To compare two documents, just select them, then right click and in the context menu choose More > Compare. [lightbox2...

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Import Folders

This feature allows you to feed LogicalDOC with files stored in a set of local and/or remote sources. A typical scenario is when you want to introduce LogicalDOC at your premises, and you already have your corporate files stored in shared folders over...

Working with Files and Folders

Tap on folders to navigate inside the tree, and tap on a document to open the preview. Now if you tap on the options menu located in the upper right corner you can access the details.

Upload new file or create new folder At...

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...

Repositories

Stores The stores are containers that LogicalDOC uses to save the files of your documents, these containers are not human-readable and are handled exclusively by the system. You can define more stores by using the button Add Store. In order to change a...

Manual Patch Procedure

Use this procedure in case LogicalDOC cannot download the patch files from the Internet. 1 Download the patch file [list style="uk-list"]

Stop LogicalDOC application but leave the database...

Protocols

LogicalDOC normally uses the HTTP or HTTPS protocols, but it also implements additional protocols you might want to control in the Protocols section. Additional protocols implemented by LogicalDOC Protocol Description Configuration WebService Used for...

Comparators

A comparator is a component able to compare the contents of two files of the same format or different versions of the same document. In the Associations section, you can choose what comparator to use for a specific format. The drop-down list only shows...

Install a Trained Model

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...

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...

Parameters

In general, you configure LogicalDOC by accessing dedicated configuration sections inside the administration. However, there is a set of fine-tuning parameters collected in a single form located in the section Administration > Settings > Parameters...

Manual Update Procedure

Use this procedure in case LogicalDOC cannot download the update packages from the Internet. 1 Backup your System [list style="uk-list"][li icon="far fa-check-square"]Read instructions on how to backup and restore [li...

SAML Single Sign-On

Single Sign-On (SSO) is a way for users to log into multiple applications with a single user ID and password without having to re-enter their credentials. The SAML standard allows identity providers to pass credentials to service providers. LogicalDOC...

Google Drive

Privacy Policy

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

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Clear Browser Cache

Each time your installation is upgraded, you have to clear the Web browser cache in order to force the browser to load the latest version of the Graphical User Interface. Internet Explorer Click Tools from the Internet Explorer menubar Click Internet...

Digitally signing a document

To digitally sign a document, you have to set up your certificate first. See here how to generate or load your own digital certificate. Signing a document Make sure to have the Sign permission, then open the Signature tab of the document's properties...

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...