To send a document as a mail attachment, first select a document. The next step is to select the Send by Email item from the context menu. It will be shown as an email composer in which you can insert the recipients that will receive your message....
The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language. Sometimes you wish LogicalDOC to execute your own logic when something special happens during a...
The Dashboard screen offers several information 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...
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...
While regular Forms can be used to collect information from registered users and produce formatted documents, the Web Forms can be used to collect information and answers from everybody, without the need to be a LogicalDOC user. You can use this...
In order to allow LogicalDOC to send emails, you have to connect the application to your SMTP mail server. Into the Outgoing Email section, you can configure the outgoing mail server parameters. Protocol: you can choose between standard SMTP or SMTP...
LogicalDOC can use WhatsApp as an additional channel to send notifications to users, such as the security key during two-factors authentication or alerts triggered by workflows. However, unlike other communication channels such as emails and system...
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...
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....
DocuSign allows organizations to manage electronic agreements and offers eSignature, a way to sign electronically on different devices. Signatures processed by DocuSign are compliant with the US ESIGN Act and the European...
Make it easier for your customers to complete online forms by automatically filling out the questions you have the answers to. Custom fields, alongside dynamic URLs, allow you to use info that you already have to pre-fill forms. This way, your...
In LogicalDOC, there are a variety of ways that a user can upload documents. The options are described below. It is important to remember that the user must select a folder with write permission to be able to create new documents. [alert...
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...
You can try LogicalDOC in different ways, this page lists the options you have available. Install the application in your server All the installation packages are available here: http://dist.logicaldoc.com Detailed instructions for installing in...
You can manage the details of your profile by opening the menu Account > Profile Here you fill your information and can also change the avatar image by right-clicking on the current one and upload one of your photos. The Language is the most relevant...
You can send documents stored into the system as email attachments. Create a new message, composing it as usual and then open the addin tab and select the [Attach Files] action. Now you can browse the folders and select the desired documents to attach...
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...
