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Adding new documents

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...

Configure SAML with Okta

the signature of the AuthRequest messages and the encryption of received assertions Choose SHA-256 as Signature algorithm Upload the SP Certificate and SP Private Key generated at point 2 in the correspondent fields. In the Attribute mappings form,...

Custom ID and Naming

with a / character, it will interpreted as an absolute path otherwise it will be considered as relative inside the original upload folder. Splitting When you split a document, each segment is saved as a new file and here you may define how to name it,...

Configure SAML with Microsoft ADFS

signature of the AuthnRequest messages and the encryption of received assertions. Choose SHA-256 as Signature algorithm. Upload the SP Certificate and SP Private Key generated before, in the correspondent fields. In the Attribute mappings form, prepare...

Certificate (digital signature)

store it in your user's profile. If you already own a certificate, and you want to use it to sign documents, then choose Upload your own certificate. In this case, you will be asked to upload both the certificate(x509 format) and the corresponding...

Custom Reports

download the output document Output folder The folder that will receive the result of the report execution If you want to upload a different design file, right-click on the report and select Upload a new design. [alert style="uk-alert-large"][heading...

Branding

of labels used to brand the product. These elements appear in different locations of the interface. Logos You can also upload new logo and banner images to characterize the appearance. In the images grid just right click on the image you want to change...

GUI Settings

for mobile: quality of the thumbnails in the mobile app (100 is the best quality) Avatar size: pixels for the user's avatar Upload max. size: maximum allowed size for a single upload Disallowed ext.: list of file extensions that will not be accepted...

Scan a Document

You can upload into the system a scan from a scanner connected to the computer by clicking on the Scan a document icon. [alert style="uk-alert-large"][heading size="h3" style="underline"]...

Manual Activation

the activation and the link to download a license file. Download it, then return to the license page you left before and upload your license file. Manual activation using a device without Internet connection Copy into the clipboard all the content of...

Stamps

the height of the stamp, you can use variables that will be expanded dynamically Description: optional description Click on Upload stamp to upload the PNG image to be used. [alert style="uk-alert-large"][heading size="h3" style="underline"][icon...

AI Models

where you want to import a previously exported model, click on the Import button of the toolbar, you will be asked to upload the archive and provide the name for the new model. In case you want to update an existing model, just select it and choose the...

Working with Documents

You can work on documents by accessing the Documents area. Click on a folder in the browser, and at the right side, a grid will show you all of the documents that it contains. The documents grid allows the selection of multiple elements while a...

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Users

This panel shows the list of all users currently existing into the system.
Users
To add a new user, you have to click on Add User button and then fill all the required data: Username...

Digital Signature Client

LogicalDOC provides a client to allow you to digitally sign your documents directly from your desktop. The Digital Signature Client for your Windows PC is available in the download website. Configuration Once installed,...

Templates

of custom metadata called attribute sets. Each template has a name, a description and one or more attributes. when you upload or edit a document, you can assign a template and specify the values for it's attributes. [lightbox2 title="Templates"...

Workflow Designer

and also deletes the template from the system. Exporting and Importing Use the Export and Import buttons to download and upload the workflow scheme as xml file. The most common use of this function is to port the same workflow from a LogicalDOC instance...

Signature (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 signature. You can also specify default settings: Stamp in: in which pages you...

Zonal OCR

click on New button; in the popup window define the name of the new OCR template(it will be used as unique identifier) and upload a sample scan that will be used to visually define the zones(it is suggested to use a .jpg or .pdf file). Now you see the...