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...
When you connect to Microsoft 365 mail server (that is Exchange Online), it is mandatory to use the OAuth v2.0 authentication scheme via SMTP. LogicalDOC uses the client credential flow to obtain the OAuth Token. Register LogicalDOC as application in...
The Embedder class models enable the mapping of entire documents to fixed-length vectors, making it possible their representation in a continuous vector space. This facilitates efficient comparison and manipulation of textual data in natural language...
Before you begin Before you begin, you need to generate encryption certificates for encrypting the SAML connection and load them in LogicalDOC You can use the Bash script from the logicaldoc/scripts repository on GitHub, or any other suitable method....
When you connect to Microsoft 365 mail boxes, it is mandatory to use the OAuth v2.0 authentication scheme via IMAP. LogicalDOC uses the client credential flow to obtain the OAuth Token. Register LogicalDOC as application in the Azure Portal Open your...
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...
LogicalDOC allows you to automatically populate document metadata using Fillers. Fillers analyze the content of a document and assign values such as tags, language, or template without manual input. Autofill can be performed in different ways depending...
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...
Bookmarking documents allows you to quickly access your most important files. To add new bookmarks, select the desired documents, and click on Bookmark in the following drop down menu. Once a bookmark has been created, it can be found in the general...
In the toolbar, you can save the current search by pressing the Save button of the toolbar. Then insert the name of the saved search and an optional description. In the Saved Searches section, you can find the list of your saved searches. Double-click...
The deleted documents are moved to a trash bin in order to be able to recuperate them if their elimination was accidental. [Trash] section lists all the documents deleted by the current user. [lightbox2 title="trash"...
Inside the [Import and Export] section of the Administration, you can perform all the configurations regarding import from local and remote folder, import from email accounts, creating of archives and importing from archives. You can also find format...
LogicalDOC is an advanced system that allows you to handle a large volume of data. Once installed, you will be able to configure customize it in order to maximize the benefits from your installation. This manual is intended for use by the...
In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...
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...
You can define the publishing status of each specific document by accessing the Publishing section. To be able to handle the publishing settings you have to belong to the admin or publisher group. Inside the Publishing panel you have the following...
Bookmarking folders is a common operation that allows you to quickly access your most important folders. To add new bookmarks, you have to select the folder you want and then click on the [Add bookmark] context menu item. Once the bookmark has been...
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...
VIA is a virtual agent capable of responding to questions in natural language regarding the documents' retrieval. In practice, you can write an email like 'Hi LogicalDOC, can you find the contract of LiquidPaper Ltd ?" and get responded with the...
This is the most important section because it displays all the information about your license as it is recorded in the LogicalDOC's informative system [lightbox2 title="Customer Portal - License" image="/images/stories/en/cportal/cportal-license.png"...
