Folder Alias

A Folder Alias is like a shortcut that you can create in a node of the folders tree to point to another folder stored somewhere else. Creating an Alias Just select a folder where you have the permission to create new items, right-click on it and select...

Reading Confirmation

Sometimes it is necessary to have evidence that a colleague has completely read a certain document, for example an important contract, a project or a medical diagnosis. With LogicalDOC you can invite one or more colleagues...

Language Detector

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...

Microsoft Office Addin

You can edit all Office documents directly in Word, Excel or PowerPoint and save them into the documents archive. Pre-requisites You need Microsoft Office. You have to install in your Windows PC the latest LogicalDOC Office...

GhostScript

LogicalDOC needs to print documents to a virtual device sometimes when performing barcode recognition. In general, in GhostScript is a package installed by default in all Linux distributions. On Ubuntu, you can install in this way $ sudo apt-get...

Certificate (digital signature)

LogicalDOC offers PDF digital signing capabilities. In case you want to sign a document that is not PDF, its PDF conversion will be signed. Top-Level View From a high-level functional point of view, here is what users need to be able to do using the...

ShareFile

LogicalDOC integration with ShareFile allows you to import and export documents and folders between both applications. ShareFile integration appears in LogicalDOC as an entry in the Tools menu when whatever folder is...

Workflow triggers

Workflows can be automatically started when documents are created into a specific folder. If you have the Workflow permission in the current folder, you can configure the automatic workflow execution. In the Workflow tab of the folder's properties...

Invoice Approval

In a process that handle incoming invoices, a set of approval steps are required and if the invoice is finally approved, it...

Configure Outlook Addin

Once installed, open your Outlook and note that a new menu now appears in the menu bar, open this menu and select the [Configuration] item. In the configuration form, you have to put the following information: Username: the username you use to log in...

Tickets

This section collects all the tickets raised for your installation

You can click on the ticket to open the details. Please...

Setup a Node

A cluster node is basically a LogicalDOC instance installed on a server in the same subnet. Please read the Installation Guide to install the application Once installed, you have to enter the section Administration > System > Clustering and enable the...

Versions

Take this section as a utility to check at any time the status of all the existing versions of LogicalDOC.

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Robots

Robots are agents engined by the Artificial Intelligence thought to interact with you in natural language, depending on how the administrator configured your system you can count on different robots probably dedicated to...

Microsoft Outlook Addin

You can archive emails and attachments into the system directly from your Outlook mailer. In the same way, you can attach to your outgoing emails documents picked from the system. Pre-requisites You need Microsoft Outlook....

Manage tenants

In order to configure tenants, you have to log in with the admin account. Once in the system, go to Administration > System > Tenants The list of all tenants in the system is shown. Create a new tenant Click on Add tenant and fill in the form below....

Workflow Status

At any given moment any workflow instance has one status, that is the currently executing task. When the workflow starts the status is the initial task you have declared in the template designer, that the status changes according with the transitions...

Signature (electronic signature)

In the menu Account > Signature you can load your own electronic signature, that simply is a special stamp, always available to you, that will be used to electronically sign the documents. Click on Upload your signature to load a .png scan of your...

Versioning

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...

Kofax Bridge

Kofax Express is an easy-to-use, batch-oriented document scan application for Windows capable of high-speed scanning with real-time Zonal OCR and indexing. You can find more information here: http://www.kofax.com/document-scanning-software The Kofax...