Dashboard

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 last changed documents, currently checked out...

Creation

template. The workflow settings consists of: Name Description Task-Assignment Reminder Supervisor In the [Task-Assignment] section it can be defined the subject and the body of the email that will be sent to all the users involved on a specific workflow...

Designing a Workflow

or may not require human interaction, depending on what you set in Human interaction. In this case, inside the Candidates section, you can statically assign the task to users and/or groups by selecting them in the User and Group drop down lists. When...

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...

Prepare the Database on Windows

that your MySQL data folder is C:\ProgramData\MySQL\MySQL Server 8.0 open the configuration filemy.ini, find the [mysqld] section and put the following settings and make sure to have the following settings in the [mysql] and [mysqld] sections: [mysql]...

Configuring Google API

become active services: 3 Set up the consent screen You have to enter in OAuth consent screen section at this point. This is where you will have to enter the authorized domains (one or more). You will have to create and...

Format Converters

converter is a component able to transform a file of a given format into another, different format. In the Associations section, you can choose what converter to use for an exact combination of formats. The drop-down list shows the converters currently...

Key Store (Digital Signature)

those are the top-level certificates. You can see examples of those in your browser, under the certificate authorities / CA section. Here are some of the more popular ones: Equifax Secure CA, VeriSign Class 3 Public Primary Certification Authority, Visa...

Configuring Google Password

steps to enable it. 2 Generate a Gmail App Password In Security, find the App Passwords section (visible only after enabling 2-Step Verification). If for any reason, the App Password section is not visible even after having...

Configuring Whatsapp API access

width="500" group=""/] 2. Create the LogicalDOC App Choose the item Apps item in the Accounts section

Here click on the Add button to create a new App,...

Comparators

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 the comparators currently...

Tickets

This section collects all the tickets raised for your installation

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

Prepare the Database on Linux

DMS. Edit your current my.cnf configuration file, and make sure to have the following settings in the [mysql] and [mysqld] sections: [mysql] default-character-set = utf8 [mysqld] character-set-server = utf8 collation-server = utf8_bin...

Prepare the Database on Ubuntu

Now edit your current my.cnf configuration file, and make sure to have the following settings in the [mysql] and [mysqld] sections: [mysql] default-character-set = utf8 [mysqld] character-set-server = utf8 collation-server = utf8_bin...

Customer Portal

activate your license: After the login you are in the home page: Here you find the navigation bar to access the different sections of the portal. Logout When you want to exit the portal, please click on Logout and no just close the browser.

Editing the metadata of a document

the database, is automatically handled by LogicalDOC and cannot be altered. Extended properties In the Extended properties section, there are additional properties that are associated with the document. You have the option to apply a Template from a...

Full-text Search

the form. The text expression will be searched in the content of the document and in the other checked fields in Search in section. This eliminates any confusion and makes sure you that effort must exist and either term computational or objects may...

Search by Tag

You may search by tags by opening the Tags section. Here, click on the desired symbol or type it by your own. In the list below, it will be shown the set of tags starting with the selected symbol. Double-click on a tag to launch the search. By default,...

Installation

Once you have Java installed you are ready to start the installation of LogicalDOC in your server, please open the section of this guide dedicated to your Operative System.

Digitally signing a document

To verify the signature of the PDF, you need to: Install the public root certificate available from the Root Certificate section of the Signature tab: Click on the Download the public root certificate for your PDF viewer link to download the...