Skip to main content

notes is required

Annotating a Document

You can add notes on the documents, via the Notes tab. Notes enable users to discuss the document and its evolution. All users with read permission can see the notes added to a document. You can add a new note by clicking on the button Add Note. Put...

Completing a Task

documents to add, you can also use the current content of the clipboard by clicking on Add documents from clipboard. Leave notes If you open the Notes tab, you will see notes left by other colleagues involved in the same workflow, and you also can leave...

Designing a Workflow

To add a new Task in your workflow template, click the on Add Task button in the toolbar and a new square appears into the design panel. By default, it is a blue square, if you want to make it your initial task, just double click over it and select the...

Recommended Update Procedure

size="h3" style="underline"] Carefully read the Update Notes[/heading] Before running the update you must carefully read the Update Notes that display important information you must be aware of and also indicate...

Update Procedure for the Cloud

size="h3" style="underline"] Carefully read the Update Notes[/heading] Before running the update, you must carefully read the Update Notes that display important information you must be aware of and also...

Import Archives

Into the [Import Archives] panel, you can configure the import from archives. Import Archives Into the [Import Archives] tab, you can see all the archives already imported or that are still waiting to be imported into the system. For each archive, are...

Export Archives

This panel displays the list of all archives previously created with the following information: Creation date Name Type Size Status User that has created the archive User that has closed the archive Path on the server where the archive has been created...

Manual Update Procedure

size="h3" style="underline"] Carefully read the Update Notes[/heading] Before running the update you must carefully read the Update Notes that display important informations you must be aware of and also...

Dashlets

document events: you must use a query to retrieve a list of events (use the automation syntax to make the query dynamic) notes: you must use a query to retrieve a list of notes (use the automation syntax to make the query dynamic) custom content: you...

Configure SAML with Microsoft ADFS

width="500" group=""/] On the Specify Display Name screen, enter a Display Name (e.g., LogicalDOC). You can add optional notes.
Relaying party

Full-text Search

The full-text search allows you to search in the contents of the documents. To perform this kind of search you have to enter a text expression. It is possible to restrict the search to a single folder or apply some other filters as you see in the form....

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...

Install the Application on macOS

Get from the download website the setup file: installer-linux-.zip To install LogicalDOC unpack the zip archive, open a terminal window and execute the command from command line: $ java -jar logicaldoc-installer.jar When the installer asks for...

Recommended Patch Process

the patch [list style="uk-list"][li icon="far fa-check-square"]Once the patch file is downloaded, the system shows important notes you have to know before patching. Please execute the activities described in the pre-patch section and then click on...

Updates

on it's name or on the download link. In order to download you have to read and confirm both the Clanges Log and the Release Notes: [lightbox2 title="Customer Portal - Update Download" image="/images/stories/en/cportal/cportal-updates-download.png"...

Patches

on it's name or on the download link. In order to download you have to read and confirm both the Changes Log and the Release Notes: [lightbox2 title="Customer Portal - Patch Download" image="/images/stories/en/cportal/cportal-patches-download.png"...

Update

size="h3" style="underline"] Keep a backup copy[/heading] Always read the release notes Always keep a backup copy to roll back to if the upgrade runs into problems. Read instructions on how to backup and restore...

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...

Copying, Moving and Deleting documents

Copying and moving documents requires having at least Read right on the original document and Write right in the target folder. Copying and moving are done using the clipboard, which is located in the status bar. Copy In the documents list select the...

Setting up folder's security policies

If you have the Security permission in a folder, you can access the Security tab of the details panel. [lightbox2 title="Folder's security" image="/images/stories/en/folder-security.png" width="600">
Here you can see a grid in which...