LogicalDoc DMS Profile

LogicalDOC Document Management
System
Software Solutions and Systems Division

Electronics Corporation of India Limited
Prepared By
Date
M Santosh Aditya
18 Oct 2014
Intentionally left blank
ELECTRONICS
CORPORATION OF INDIA LIMITED, HYDERABAD
1.
Table of Contents
Introduction................................................................................................. 5
2.
Document Management ............................................................................. 5
A.
Full-text Indexing ............................................................................................................. 5
B.
Metadata & Templates .................................................................................................... 5
C.
Version Control ................................................................................................................ 6
D.
Document Searching ....................................................................................................... 6
E.
Multi-Language Support .................................................................................................. 7
F.
Drag & Drop from your desktop ....................................................................................... 8
G.
OCR Optical Character Recognition ............................................................................. 8
H.
Zonal OCR Metadata extraction ................................................................................... 8
I.
Online Editing .................................................................................................................. 9
J.
Barcode Recognition ..................................................................................................... 11
3.
Document Import and Synchronization ..................................................... 12
A.
Import from Folders ....................................................................................................... 12
B.
LogicalDOC Sync .......................................................................................................... 12
C.
Hot Folders .................................................................................................................... 13
D.
Document Delivery (Export Archives) ............................................................................ 13
E.
Import from E-Mail boxes .............................................................................................. 14
F.
Scan to LogicalDOC ...................................................................................................... 15
4.
Collaboration ............................................................................................ 16
A.
Check-in and Check-out ................................................................................................ 16
B.
Send as E-Mail or Download Ticket .............................................................................. 16
C.
Document Rating ........................................................................................................... 17
D.
Events Subscription ....................................................................................................... 18
E.
RSS feeds on Folders and Documents ......................................................................... 18
F.
Professional Workflow ................................................................................................... 18
G.
Events Calendar ............................................................................................................ 20
5.
Administrative ........................................................................................... 22
A.
Task Manager ............................................................................................................... 22
B.
Duplicates Detection...................................................................................................... 23
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C.
Custom Document Identifier .......................................................................................... 24
D.
Clustering ...................................................................................................................... 25
E.
Multi Volumes Storage .................................................................................................. 25
F.
Multi Tenancy ................................................................................................................ 26
G.
Professional Backup ...................................................................................................... 26
6.
Protocols .................................................................................................. 27
A.
CIFS Common Internet File System ...........................................................................27
B.
FTP File Transfer Protocol ......................................................................................... 27
7.
Integrations............................................................................................... 28
A.
Apple iOS devices iPad and iPhone ........................................................................... 28
B.
Android tablets and smart phones ................................................................................. 29
C.
Dropbox ......................................................................................................................... 30
D.
Microsoft Office Add-in .................................................................................................. 30
E.
Microsoft Outlook Add-in ............................................................................................... 31
F.
Google Docs/Drive ........................................................................................................ 31
G.
Kofax Metadata extraction .......................................................................................... 32
8.
Comparison Statement ............................................................................. 33
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1.
Introduction
LogicalDOC is a document management platform that allows you to optimize your research by searching through documents using parameters,
keywords, or content (full-text). The advantage of LogicalDOC is its simplicity in both data entry and document retrieval. LogicalDOC supports
following services:
1.
Document Management
2.
Document Import and Synchronization
3.
Collaboration
4.
Administrative
5.
Protocols
6.
Integrations
7.
Other Services
2.
Document Management
A. Full-text Indexing
One of the main features of LogicalDOC is full-text indexing of all documents to provide instant search results based on the content of files and
metadata. By leveraging the best of breed indexing technologies, LogicalDOC automatically indexes the complete contents of documents in the
repository. To maximize performances and increase concurrency, the indexing procedure is asynchronous with a configurable scheduling policy.
Different algorithms are applied depending on the language of the document so that the search will be very tailored and able to detect word variants
that are specific for a particular language.
Benefits of this feature
Drastically reduces the need for data entry since the full content of a document is automatically indexed, and this is enough to find the desired
information
Users are able to find the required information in a few seconds
Feature details
Background indexing with scheduling policies

Indexing algorithms for many languages
Support for the mostly used office formats (Microsoft Office, Open Office, PDF and many more)
Integrated OCR for extracting texts from images and raster PDFs
B. Metadata & Templates

With LogicalDOC you can easily customize document properties and metadata to match the business needs of your organization. All documents
provide default properties like Author, Subject, Coverage, and Date. In addition, you can define your own templates in order to add all the custom
properties you need. Document metadata adds descriptive information, making them easier to categorize, store, locate, and retrieve.
Store all needed information in your documents

Quickly find your records searching for metadata properties
Feature details
Standard properties
Custom properties defined in a template
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Full configuration of templates and custom properties

Search for all custom
om and standard properties
C. Version Control
LogicalDOCs Integrated Version Control automatically manages each version of a document as it enters LogicalDOC. Every time a document is
modified, a new version is produced and tracked. The document version is a
always visible the latest version is put forward for current operations while
previous versions remain viewable. Version control allows you to monitor when any change was made and who performed it. A new version is created
when a user changes metadata or when a check
check-out/check-in operation is performed. Check-out/check-in
in operations will also generate a new file
version.
Benefits of this Feature
Eliminates the need for ad-hoc naming conventions to manage file versions, such as inserting numbers or dates in the file name
Users no longerr need to remember to manually version documents
View who made changes to a document, when, and what was modified
Feature Details
Configurable first version number (1.0, .9, etc.)
Modifiable number of maintained historical ve

versions for each document
Maintenance of major and minor document versions
Double versioning for documents and attached files
Differentiate between various document versions
Access to versions maintained for every document
D. Document Searching
Search and retrieve documents is very simple in LogicalDOC, a quick search box is always available in the user interface allowing
allo
you to immediately
find your documents from wherever in the application. Full-text document searches on content and / or on any selection of metadata returns
immediate results. In addition you could use other search tools like the tag search that allows you to find all documents tagged with a specific tag.
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Search criteria can include everything from standard properties to custom template fields. Document searches are fast and results are immediately
returned. The results of a search are ordered by the core and a snippet is available for a better consultation.
Different algorithms are applied depending on the language of the document so that the search will be very tailored and able to detect word variants
that are specific for a particular language.
Drastically reduces the need for data entry since the full content of a document is automatically indexed and this is enough to find the desired
information
Users are able to find the required information in a bunch of seconds

The full-text search is always available in the user interface
Feature details
Full-text search on contents and meta-data

Tag search, specialized search to find all documents tagged with particular tags
Text snippets
Document selection and direct editing
(Commercial Only) Parametric search on database metadata bypassing full-text indexes
(Commercial Only) Save custom searches so that they can be re-used
E. Multi-Language Support
LogicalDOC is an international Document Management System that supports a wide variety of languages. Language support means more than a
simple translation of the user interface; it means LogicalDOC has the ability to appropriately manage documents in foreign languages by using
specialized indexing algorithms. This means you can feel at ease handling documents and correspondence coming from outside your country and you
will never have to worry about the language of your users since all of them can access a localized, comfortable user interface. Currently supported
languages include: English, German, French, Italian, Spanish, Portuguese (Brazil), Chinese, Russian, Japanese, Danish, Norwegian, Arabic, Dutch,
Korean, and Swedish. LogicalDOC provides an on-line translation program that allows you to contribute localizations and add support for new
languages.
Grant access to users from different countries and languages

Handle documents in various languages with the same application
Perform
full-text searches in a specific language on the document repository
Contribute to the LogicalDOC language support system, helping to translate the product and add your own language
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Feature Details
Language-specific analyzers and indexing algorithms

Localized user interface
F. Drag & Drop from your desktop

LogicalDOC supports a feature called Drop Spot that allows you to drag and drop files directly from your desktop into the archive. To accomplish this
simply select your desktop files and drops them into the [Drop Spot] area located in the main menu bar. Once dropped, the files will be automatically
imported as new documents in the currently selected folder.
Users can upload documents with a simple gesture
Feature details
Multiple upload of files

Available only if the user can write in the current folder
G. OCR Optical Character Recognition

Turn paper documents into full-text searchable digital files and manage them in a paperless document management system that incorporates
advanced OCR software. Quickly and easily apply all the tools and functions of electronic document management to hard-copy documents and
previously scanned files. By leveraging the best of breed OCR technologies, LogicalDOC is able to extract texts from images and raster PDFs
acquired from massive scans from your multi-function device. To maximize performances and increase the recognition quality, an optional OCR
module is available based on the Nuance OmniPage engine.
Drastically reduces the need for data
entry, since the full content of a document is automatically indexed and this is enough to find the
desired information.
Users are able to find the required information in a few seconds
Feature details
Integrated OCR engine available in all commercial editions

Optional external OCR module based on Nuance OmniPage
Support for raster PDF
Support for images and multi-page TIFFs
H. Zonal OCR Metadata extraction

Kofax Express is state of the art, a software package all-in-one application for image acquisition that makes it easy for anyone to quickly scan,
organize and store documents. Most companies want to increase the ROI of their existing infrastructure, leveraging the ability to capture data and
documents from any source, transform it into data and share it across the enterprise in an organized, secure and cost-efficient way.
LogicalDOC Kofax bridge allows you to map the tags and other metadata captured by Kofax Express during the scanning process with
corresponding tags and properties in LogicalDOC, ensuring that the scanned documents are automatically classified into appropriate categories (such
as customers, contacts, and/or projects) and stored in LogicalDOC. This makes it a cinch to find any scanned document, and for example, view all
documents relating to a client or project.
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Kofax Express provides a front-end that is ideal for capturing, a perfect companion to LogicalDOC, providing a fast means of automation to
scanners and last generation multi-function printers, and includes support for the identification of bar codes, conversion to searchable PDF and
PDF/A format, image quality improvement, and the automatic separation of documents. The capture solution is easy to install, adopted and
maintained, enabling organizations to quickly reduce costs and improve productivity.
Overall benefits of the feature
Transform paper documents, forms and e-documents into accurate, retrievable business information
Metadata can easily be extracted from scans
Scanning data flow can now be automated
Improve processing times & Customer satisfaction
Saves costs with Drive Automation features
Feature details
I.
Integration with the best of breed metadata extraction product

Configurable scheduling and import policies
Multi-platform installer: Windows, Linux, OS X
Online Editing
With the Google Docs integration tool, you will be able to edit documents, presentations, spreadsheets directly through your browser.
Multiple users can edit the same documents at the same time so that now you can increase the collaboration experience with your co-workers.
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Users can edit the documents by using the browser without the need of a local program
Co-worker can edit a document at the same time
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Feature details
J.
Online editing and automated check in-checkout

Creation of a new document from scratch
Concurrent editing within multiple users
Import of documents into Google Docs
Import of documents from Google Docs into LogicalDOC
Barcode Recognition
Barcode Recognition feature, adds Linear 1-D and 2-D Symbols barcode OCR capability. Barcodes are recognized anywhere on a coversheet or
standardized form to ensure extremely high recognition accuracy. Each barcode can be used to populate documents metadata by injecting values in
each single document's attribute, even custom attribute. In conjunction with templates you will be able to automate data entry, saving a lot of time and
avoiding errors.
Automates the population of the metadata of your documents

Get rid of human errors in data entry
Feature details
Configuration by order of appearance (top-down, left-right) in the document

Each barcode can be processed more than one time with different rules
A lot of 1D and 2D formats are supported(UPC-A,UPC-E,EAN-8,EAN-13,Code 39,Code 93,Code 128,QR Code,ITF,Codabar,RSS-14,Data
Matrix,PDF 417,Aztec)
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3.
A. Import from Folders

LogicalDOC provides straightforward importing from shared and local folders, making it easy to manage your documents and allowing anyone in your
organization to quickly find documents without any training. Importing documents is so simple that nobody has to perform any tasks; just configure the
import sources and let LogicalDOC do all the work! LogicalDOC connects to all your shared locations PCs, servers, storage, etc. and automatically
imports your documents. Once imported, those documents can be searched, versioned, and shared among your staff. You can use this feature to
automate document importing by monitoring import folders that receive files scanned from an MFP or another applications output reporting process.
Many business processes and administrative tasks can be automated using this approach.
All of your organizations documents are catalogued, versioned, and full-text indexed without any manual data entry.
You and your staff are able to search and view the documents from the browser
Those employees who produce documentation do not need to be trained on LogicalDOC; they can continue to save files to the same locations
as before.
Feature details
Easily import from local folders and remote shared locations (SMB protocol)
Replicate external folder trees, including folders and subfolders
Inclusion/Exclusion filters based on file name
Basic and advanced scheduling
Email notification of execution report
B. LogicalDOC Sync
Synchronizing the LogicalDOC repository with each PCs means it is easy to startup your document management, and everyone in your organization
can quickly find documents without training. Importing documents from a PC to a LogicalDOC installation is so simple that nobody have to perform any
tasks, you only have to configure the local folders to be inspected by the LogicalDOC Sync application. In the same way that local folder will be
synchronized with all the changes that happen in the remote repository. LogicalDOC Sync can be installed on any operating system and synchronizes
the centralized document repository with the updates that occurs in the local folders and vice versa. Once imported, the documents can be searched,
versioned and shared among your staff. You can use this feature to synchronize the work of a team of persons and a lot of business processes and
administrative tasks can be automated using this approach.

without human data entry
All the organization's documents are catalogued, versioned and full-text indexed
You and your staff will be able to search and view the documents from the browser
You can work off-line and get synchronized when the connection to LogicalDOC becomes available
Feature details
Multi-platform installer
2-ways synchronization
Import from PC, Linux or Mac OS X folders
Graphical configuration Interface
Synchronization of off-line work
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C. Hot Folders
Synchronizing the LogicalDOC repository with each PCs means it is easy to startup your document management, and everyone in your organization
can quickly find documents without training. Importing documents from a PC to a LogicalDOC installation is so simple that nobody have to perform any
tasks, you only have to configure the local folders to be inspected by the Hot Folders application. LogicalDOC Hot Folders can be installed on any
operating system and synchronizes the centralized document repository with the updates that occurs in the local folders. Once imported, the
documents can be searched, versioned and shared among your staff. You can use this feature to synchronize the work of a team of persons and a lot
of business processes and administrative tasks can be automated using this approach.
All the organization's documents are catalogued, versioned and full-text indexed
You and your staff will be able to search and view the documents from the browser
The persons that just produce documentation
don't need to be trained on LogicalDOC since they will work as usual, saving files in the same
folders as before
Feature details
Import from PC, Linux or Mac OS X folders
Replication of the folders tree (folders and sub-folders)
Inclusion / Exclusion filters on file names
Basic and Advanced scheduling
Graphical User Interface (NEW from version 1.2)
See also the
Import from Folders
D. Document Delivery (Export Archives)

The Export Archives feature can be easily used to organize, package, and deliver files, or archive them off-line. Administrators, project managers,
and other users who need to save information have the ability to organize and package files, and even hand them off to people who might not
be LogicalDOC users.
An Export Archive is implemented as a particular folder in the server that can be packed into DVD, CD, USB drive, or any other media device. It is
very easy to gather and organize a set of documents into export archives where the folder structure and all metadata is retained. Each Export Archive
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is human readable, can be imported into another LogicalDOC instance and in addition you can open it with the Archive Reader application that
includes a search feature to retrieve documents based on property metadata.
People can access a portion of your archive without having to be a LogicalDOC user
As administrator you can export documents from one LogicalDOC and import them into another instance
Feature details
All documents metadata are exported

Each archive is a particular folder into the server and can be packed into an external media
Each archive has an index html page listing all the content
An archive reader application is available to open archives and search the contained documents
E. Import from E-Mail boxes

Straightforward importing from e-mail boxes means it is easy to include the electronic correspondence in your document management, and everyone
in your organization can quickly find e-mails and attachments without time loss.
Importing e-mails is so simple that nobody have to perform any tasks, you only have to configure the import e-mail accounts and let LogicalDOC do all
the work. LogicalDOC is able to connect to your mail server and automatically import the incoming messages acting like a common mailer client. Once
imported, the e-mails can be searched and shared among your staff. LogicalDOC doesn't affect in any way your actual practices and your users will
also continue to receive e-mails in their preferred mailer, nobody needs to know that LogicalDOC is working under the covers.
You can use this feature to automate document importing by monitoring specific e-mail accounts that are used to receive important documents coming
from the outside of your organization. In this way you will be able to get your documents base populated directly by your customers/partners.
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Important e-mails are catalogued, versioned and full-text indexed
No need to forward e-mails, since they are already shared in the LogicalDOC documents base
You can use specific accounts as entry-points for documentation from the outside
Feature details
Import from mail servers (both POP3 and IMAP protocols)

Not intrusive, LogicalDOC acts just like a normal mailer and no more than this
You can define routing policies to route incoming messages to a specific target folder
Support for sub-foldering: year, month, day
E-mails can be stored as single .eml documents, or exploded (body and attachments as distinct documents)
Simple and advanced scheduling
Logs and activity report
F. Scan to LogicalDOC
Scanning and converting paper documents in a document management system, allows the conversion of your office from paper to paperless. Once
scanned, documents can be shared and found in LogicalDOC as TIFF documents. This feature allows you to scan documents from your PC's scanner
directly into LogicalDOC simply using the browser. This is particularly useful when you have to scan a small amount of sheets and you have no access
to the networked digital Multi-function Printer (MFP).
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Scan documents from everywhere

Convert paper documents into electronic documents
Secure your paper documents by storing them in LogicalDOC
You can merge different paper sheets into a single document
Feature details
4.
Needs Windows and Java Runtime on the client PC

Compatible with all TWAIN devices
Produces single or multi-page tiffs
The produced documents are then analyzed by the LogicalDOC OCR to make them full-text searchable
Collaboration
A. Check-in and Check-out

Check-In and Check-Out procedures allow users to change the file of a document. In LogicalDOC each document has an associated file and from
time to time this one need to be updated, with this feature many people can work and edit the same document in a synchronized way so that no
modifications are lost or overwritten. Users can view the status of documents, and know if a document is currently being worked or blocked and what
is the person that is editing it. While a document is in the Check-Out status, it is always available for read-only operations like search and browsing.

collaborate on documents and make individual changes with confidence that the changes will not deleted
Users
Users changes are synchronized and applied to the correct version

Creates a document history, from which previous versions are accessible, and includes a viewable log of who made changes
Feature details
Lock / Unlock documents

Update a new document's file
Minor or Major version specification on each check-in
Users know which documents are checked out and by whom
Users can view, but not change, a checked-out file
The administrators can unlock documents in check-out status
Each users can see a list of his checked-out documents in the Dashboard
All check-in / check-out operations are logged and tracked
B. Send as E-Mail or Download Ticket

Sometimes customers come to you asking for a document you have in your system: an invoice, a technical sheet or other stuffs like these. With
LogicalDOC it is very simple to quickly retrieve the asked documents and send them as e-mail attachment. You only have to click on the send as
email menu item and the selected documents will be sent to a set of recipients.
There's no need to code the recipients as LogicalDOC users, they can be simple email addresses. Sometimes you don't want to send large
documents as attachments, in these cases you may choose the option send as download ticket. In this way your recipients will receive a simple
message containing a download link they may use to download the documents directly from your document management system.
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You can send and exchange documentation with people outside your organization
Feature details
Send a set of documents to a list of recipients as e-mail attachments

Send a set of documents to a list of recipients as single e-mail compressed attachment
Send single documents to a list of recipients as download ticket
The download ticket has an expiry time configured in administration
A user can send emails only if he has the 'download' permission
LogicalDOC connects to the configures SMTP server
C. Document Rating
Using LogicalDOC to implement a Knowledge Base is a very common way to share any kind of informations among the staff. In this scenario it is
important to give your users the option to vote a document, so that all the people interested in a specific topic will be able to note what documents are
preferred by the user's community.
Gives the users a simple tool to manifest the appreciation of each document
Allows for controlling the quality of the stored documents
Feature details
Each single document can be voted only one by a given user

The average vote is shown as stars in both the details panel and grid list
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D. Events Subscription
Subscriptions keep people informed when changes, updates, or other important events occur in the system. For example, automatically receive
email notifications every time a certain document is modified, or when a new document is added to a project folder.
The event subscription feature in LogicalDOC lets administrators and users to implement something like a lightweight workflow system instead of a
formal and rigid business process modeling.
Receive automatic notifications when documents are changed

Stay informed when new files are added to specific folders
Monitor the work of your colleagues to review documents if needed
In combination with workflow, automatically launch tasks for specific business processes
Feature details
Subscription on the events of single documents

Subscription on the events of specific folders and sub-folders
Received e-mail reports contain all needed information: source, date, events, and user.
E. RSS feeds on Folders and Documents

RSS Feeds keep people informed when changes, updates, or other important events occur in the system. For example, automatically receive RSS
notifications every time a certain document is modified, or when a new document is added to a project folder.
The RSS subscription feature in LogicalDOC lets administrators and users to implement something like a lightweight workflow system instead of a
formal and rigid business process modeling. To be notified from the LogicalDOC RSS feed you need a feed reader, normally embedded or available
as plug-in in all modern web browsers.
Receive automatic notifications when documents are changed

Stay informed when new files are added to specific folders
Monitor the work of your colleagues to review documents if needed
In combination with workflow, automatically launch tasks for specific business processes
Feature details
Subscription on the events of single documents

Subscription on the events of specific folders and sub-folders
Received RSS reports contain all needed information: source, date, events, user ...
F. Professional Workflow
Workflow automates document-centric processes, improving efficiency and repeatability of operations. With the LogicalDOCs integrated workflow it is
very simple to model your processes so that routing and management options can be customized to meet the needs of your way to work. For each
document you will be able to track the state where it is located in the current workflow.
Administrators can quickly create, manage, and import/export workflow models with sophisticated events and processes, where any number of tasks
can be executed in parallel or serial sequences of steps. Alternate users can be assigned to each task, and with the escalation management
LogicalDOC will take care of notifying the users to complete their work.
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All the organization's documents are routed to the right person

The document management workflow can enforce your corporate policies
More control on efficiency and completion time for all the organization's processes
Feature details
Multiple transitions at each state of the workflow (not just Yes/No decision)
Time-out events notify or reassign tasks to add process flexibility
Notifications and schedule reminders occur via email and/or LogicalDOC
Customize notification templates with company confidentiality statements, legal messaging, and more.
Automatic workflow executions on certain events
G. Events Calendar
With LogicalDOC's integrated calendar, it's easy to keep track of corporate important events all in one place. Let your colleagues see your calendar,
and view schedules that others have shared with you on a selection of documents. Get event reminders via email sent right to your mobile device or
desktop PC. With LogicalDOCs integrated calendar it is very simple to collaborate with you co-workers and organize event-centric processes. For
each document you will be able to track the events in which they are involved.
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All the corporate events are shared and notified routed to the right person
The document management calendar can enforce your corporate policies
More control on efficiency and completion time for all the business processes
Feature details
5.
Multiple documents can be associated to the same event

Multiple users can be associated to the same event
Notifications and schedule reminders via email
Support for recurring events
Administrative
A. Task Manager
LogicalDOC provides the ability to schedule repetitive document management tasks using an internal Task Scheduler the administrators can
configure directly from the browser.
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For example you can use the this feature to automate document importing by monitoring a set of import folders that receives scanned files originating
from an MFP or from another application's output reporting process. A lot of business processes and administrative tasks can be automated using this
approach. Other important tasks you can schedule are the documents indexing, the statistics computation. You have a lot of tasks that can be
configured in order to get LogicalDOC working in complete autonomy.
All automatic operations can be scheduled to make the system autonomous and running without human interventions
Time consuming operations can be executed under the covers allowing the system to serve incoming users
Feature details
Specialized log for each task and detailed activity report

Simple scheduling, define uniform interval of time in which the specific task must run (e.g. each 30 minutes)
Advanced scheduling, define the extact time the specific task must run using something similar to CRON scheduler (e.g. at 11pm of each day)
The execution can be forced or halted by hand
A control panel is available showing the completion percentage of all tasks
B. Duplicates Detection
LogicalDOC is able to manage high volumes of data, so you may want to check if you have duplications in your archive. This feature helps you a lot
since it allows to detect possible duplicated documents and shows them to you in a nice report where you can group elements by digest, title or file
name.
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Controls the proliferation of the same data in your documents base

Reduce your repository size feeing it from replications
Feature details
Detection algorithm based on digest, title, file name

Report group by digest, title, file name
C. Custom Document Identifier

Uniquely identifying documents is very simple and clear in LogicalDOC: each document has an unique number that will identify the item for all it's life
in your document management system.
If your organization has it's own rules for identifying documents, LogicalDOC can follow your practices and handle a second unique identifier, the so
called Custom Identifier. LogicalDOC assures you that the custom identifier cannot be duplicated so you can use it as your own identifier. Of course
the custom identifier is always shown and can be used in searches.
If you want to automate the assignment of custom identifiers to your upcoming or checked-in documents, LogicalDOC allows you to configure different
schemas specific to each document template.
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Define your own identifiers to reach complete compliance with your organization's standards
Search for your specific identifiers
Leave LogicalDOC to automatically create the custom identifiers on the basis of your organization's rules
Feature details
Unique custom identifiers

Configurable identification schemas per document template
Numeric sequences(yearly, monthly ...) can be used in the identification schema
Document selection and direct editing
D. Clustering
A collection of multiple server computers into a single unified cluster provides added measures of performance, reliability, and fault tolerance. The new
LogicalDOC version take advantage of the performances increase afforded to virtual servers within the clustering environment. This is an important
step to achieve high levels of scalability, allowing handling huge installations made up by millions of documents and thousands of users.
You can scale up your Document Management System performances to adapt them to your organization's growth
You can implement a safer environment where if one of the nodes goes down, the others can continue to serve your users
Feature details
Distributed full-text index

Distributed full-text searches
Distributed configurations
Auto discovery of the nodes with the LAN or WAN
More clusters implementable in the same network environment
E. Multi Volumes Storage

LogicalDOC maintains a repository of all loaded documents. The same repository contains not only the files of the documents, but also all past
revisions and all these information are maintained in a reliable and secure file system structure.
The LogicalDOC repository may span multiple volumes, so when a volume becomes full, you can add another disk and continue storing documents
into this new volume. As an interesting option for any volume you can choose to compress and crypt the saved information.
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High scalability by adding new volumes when you need more storage
Your document can be crypted so even if your server is hacked, no one can access your reserved documents
Feature details
Volumes can be added at runtime from the administration

For each single volume you can choose to compress and crypt all the contained information
You can realize any combination of crypted and uncrypted volumes
F. Multi Tenancy
Normally LogicalDOC is configured like a single-instance single-tenant environment where each tenant (instance owner) runs a single instance that is
installed on one server or across a cluster of them. Of course LogicalDOC can also run multiple instances on the same server, separating content
stores and creating personalized clients environments in order to give you the following advantages:
Share costs with all tenants.

Share support and personnel costs.
The Multi-tenancy enables multiple independent tenants to be hosted on a single instance, which can be installed either on a single server or across
a cluster of them. The main instance is logically partitioned such that at each client it seems to access a dedicated and isolated instance of
LogicalDOC.
Host more clients in a single LogicalDOC instance

Share the costs of hardware resources
Share the costs of software licenses
Share the general administration costs
Feature details
Each tenant has its own data structure: users, documents, templates ...
Super users can switch from a tenant to another
Normal users can only access their tenant
Each tenant can be branded with custom logos
G. Professional Backup
Every days LogicalDOC helps your team to handle documents and now perhaps a lot of corporate processes rely on it. Have you took the time to
study what would happen if your LogicalDOC stops working due to a malfunction of the server's disk or other serious problem? The LogicalDOC
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ELECTRONICS
Backup tool, is thought to backup your production system so that you can restore it after a disaster, it is production-ready and you can use it against
your huge documents repository.
Feature details
6.
Archive compression and encryption

Suitable for large documents repositories
Storage on local hard drive, network drive, USB key, FTP or SFTP server
Incremental, differential and full backup support
Support for delta backup
All processes are transactional (this guarantees your backups' integrity)
Command-line interface
Multi-Platform support: Windows, Unix, Linux, Mac OSX
Protocols
A. CIFS Common Internet File System

LogicalDOC Connector is an optional server component you can install on LogicalDOC Enterprise that implements the CIFS and FTP protocols. You
can install LogicalDOC Connector in the same server that is hosting LogicalDOC or on a dedicated machine, in any case it will connect to your
LogicalDOC instance and will act as a proxy allowing to your client PCs to connect by using the most common file sharing protocols:
The Common Internet File System (CIFS) is a network protocol used by Windows networking to provide disk and print shares. The support to this
protocol allows you to access the LogicalDOC repository, from your desktop as though it were on the local machine/device.
The File Transfer Protocol (FTP) is a network protocol whose most common use is transfer files on a LAN. You can see LogicalDOC as a plain FTP
server and use this feature to transfer files and folders through the network.
Access the corporate LogicalDOC repository from your desktop like a traditional shared folder
Perform massive file transfers with the maximum of performance through the FTP protocol
Feature details
Support for the FTP protocol
Support for the CIFS/SMB protocol
B. FTP File Transfer Protocol

LogicalDOC Connector is an optional server component you can install on LogicalDOC Enterprise that implements the CIFS and FTP protocols. You
can install LogicalDOC Connector in the same server that is hosting LogicalDOC or on a dedicated machine, in any case it will connect to your
LogicalDOC instance and will act as a proxy allowing to your client PCs to connect by using the most common file sharing protocols:
The Common Internet File System (CIFS) is a network protocol used by Windows networking to provide disk and print shares. The support to this
protocol allows you to access the LogicalDOC repository, from your desktop as though it were on the local machine/device.
The File Transfer Protocol (FTP) is a network protocol whose most common use is transfer files on a LAN. You can see LogicalDOC as a plain FTP
server and use this feature to transfer files and folders through the network.
Access the corporate LogicalDOC repository from your desktop like a traditional shared folder
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Perform massive file transfers with the maximum of performance through the FTP protocol
Feature details
7.
Support for the FTP protocol
Support for the CIFS/SMB protocol
Integrations
A. Apple iOS devices iPad and iPhone

LogicalDOC Mobile allows connecting to any LogicalDOC instance*: LogicalDOC On-Premise commercial editions, LogicalDOC Cloud and
LogicalDOC Community. It allows you to manage documents within your LogicalDOC server the same way about working with a traditional FTP
client, enriching it with all the benefits of a modern system of content management.
LogicalDOC Mobile on iPAD

LogicalDOC Mobile simplifies access to documents and work with colleagues wherever you are. You can download a document, work on it and send
the updated version to the repository. You can also download a document and email it directly from your device. All this keeping track of document
versions and historical data that is always accessible.
With LogicalDOC Mobile you can:

Manage Documents Anywhere
You can access the files you need when you're traveling or away from your desk. On your iPhone or iPad, by using LogicalDOC Mobile, you can
access your document repository from anywhere. You can view documents from your mobile device, and even download them for offline access.
Share and Collaborate with Co-Workers
LogicalDOC Mobile simplifies access to documents and work with colleagues wherever you are. You can download a document, work on it and send
the
updated
version
to
the
repository.
You
can
also
download
document
and
email
it
directly
from
your
device.
All this keeping track of document versions and historical data that is always accessible.
Search Content and Properties
With
the
full-text
search
of
documents
and
their
properties
you
can
quickly
find
what
you're
looking
for.
You can browse the document repository with the traditional structure of files and folders that organize your working documents - giving you control
over the files you need.
* LogicalDOC 6.5.2 and above required.
Requires iOS 5.1 or higher and is available free of charge for iPad, iPhone and iPod.
Access to your documents everywhere, even without a PC

Give to your users a simple interface they can use to access the documents base
Collaborate with other users directly with your mobile device
Feature details
Browse the repository of documents

using full-text search
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Send a document form the repository by email

Upload files, images and record audio from your Apple device to LogicalDOC
Download and store documents in the device for offline viewing
Open documents in other apps for editing
Open documents in LogicalDOC Mobile from apps such as Mail App, Office HD or DocsToGo.
B. Android tablets and smart phones

View, edit, and manage your documents from any location. Access documents in mobility from your Google Android device without the need of a PC.
This Android App allows you to connect to a remote LogicalDOC and perform various types of searches on the document repository, view the results
of a search and download the documents on your Smartphone or Android tablet. Among the various novelties you can now browse the repository of
documents, edit the metadata of a document, run the upload of a document from the phone or an image from Gallery. The application allows you to
interface with all LogicalDOC 6.5.x, both the commercial and open source versions. Requires Android 2.3.3 or higher and is available free of charge.
Access to your documents everywhere, even without a PC

Give to your users a simple interface they can use to access the documents base
Collaborate with other users directly with your mobile device
Feature details
Browse the repository of documents

Different search options: full-text, file name, folder
Edit the metadata of a document
Send a document inside the repository by email
Upload files and images from your Smart-phone to LogicalDOC
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Download of documents files in the device SD card

Subscribe to the notifications emitted by folders and documents
Receive the notifications messages directly in your mobile device
C. Dropbox
LogicalDOC is integrated Dropbox and allows you to export and import documents and folders between both applications.
Ability to exchange contents between LogicalDOC and your Dropbox account
Feature details
Export documents into your Dropbox account

Export folders into your Dropbox account
Import documents from your Dropbox account
Import folders into your Dropbox account
D. Microsoft Office Add-in

LogicalDOC is integrated into Office with an Add-in you can install into your PC. Once installed, you will be able to open office documents stored in
LogicalDOC directly in your Office application. Of course LogicalDOC will take care of the versioning and check-out/check-in operations.
Ability to access the repository of documents directly, without the use of browser
Store files directly into LogicalDOC
Automatic versioning behind the scenes
Ability to search the whole archive of documents
File management operatively on Documents
Folder management operatively
Quick view the recent edited documents
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Feature details
Available for Microsoft Office - 2007, 2010, 2013

Browse folders and open documents directly from Office
Automatic lock documents to prevent overwriting
Full-text search and traditional search by filename or extension
File management operatively on Documents with context menu
Supported actions like New, Rename, Delete and Move for folder management
Ability to edit full document's metadata
Classification of documents by type and tags
E. Microsoft Outlook Add-in

LogicalDOC
can
integrate
with
Microsoft
Outlook using
an
add-in
that
you
can
install
on
your
PC.
Once this add-in is installed, you will be able to save emails and attachments into LogicalDOC directly from Outlook. Likewise, you can easily attach
documents from LogicalDOC to your outgoing messages.
Easily share stored documents with co-workers via email

Use LogicalDOCs powerful search to find emails and attachments youve saved to the archive
Add documents to routing workflows for approval
Manage alerts to flag documents for future review by co-workers, including contract renewals
Feature Details
Available for Microsoft Outlook - 2007, 2010, 2013

Store selections of emails
Store attachments of a selection of emails
Attach documents stored in LogicalDOC to outgoing messages
Store outgoing emails
Search documents by file name or full-text index
F. Google Docs/Drive
With the Google Docs integration tool, you will be able to edit documents, presentations, spreadsheets directly through your browser. Multiple users
can edit the same documents at the same time so that now you can increase the collaboration experience with your co-workers.
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Users can edit the documents by using the browser without the need of a local program
Co-worker can edit a document at the same time
Feature details
Online editing and automated checkin-checkout

Creation of a new document from scratch
Concurrent editing within multiple users
Import of documents into Google Docs
Import of documents from Google Docs into LogicalDOC
G. Kofax Metadata extraction

Kofax Express is state of the art, a software package all-in-one application for image acquisition that makes it easy for anyone to quickly scan,
organize and store documents. Most companies want to increase the ROI of their existing infrastructure, leveraging the ability to capture data and
documents from any source, transform it into data and share it across the enterprise in an organized, secure and cost-efficient way.
LogicalDOC Kofax bridge allows you to map the tags and other metadata captured by Kofax Express during the scanning process with
corresponding tags and properties in LogicalDOC, ensuring that the scanned documents are automatically classified into appropriate categories (such
as customers, contacts, and/or projects) and stored in LogicalDOC. This makes it a cinch to find any scanned document, and for example, view all
documents relating to a client or project.
Kofax Express provides a front-end that is ideal for capturing, a perfect companion to LogicalDOC, providing a fast means of automation to
scanners and last generation multi-function printers, and includes support for the identification of bar codes, conversion to searchable PDF and
PDF/A format, image quality improvement, and the automatic separation of documents.The capture solution is easy to install, adopted and maintained,
enabling organizations to quickly reduce costs and improve productivity.
Overall benefits of the feature
Transform paper documents, forms and e-documents into accurate, retrievable business information
Metadata can easily be extracted from scans
Scanning data flow can now be automated
Improve processing times & Customer satisfaction
Saves costs with Drive Automation features
Feature details
Integration with the best of breed metadata extraction product

Configurable scheduling and import policies
Multi-platform installer: Windows, Linux, OS
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8.
Comparison Statement
Sl No
Feature
Document Management
1. Full Text Indexing
2. Metadata & Templates
3. Version Control
4. Document Searching
5. Bookmarking
6. Multi-language Support
7. Drag & Drop from Desktop
8. Multi Workspace
9. PDF Creation
10. Optical Character Recognition
11. Zonal OCR Metadata
extraction
12. Online Editing
13. Digital Signature
14. Barcode Recognition
15. Retention Policies
16. Import from ZIP archives
17. Import from Folders
18. LogicalDoc Sync
19. Hot Folders
20. Document Delivery (Export
Archives)
21. Import from E-Mail boxes
22. Scan to LogicalDoc
Collaboration
23. Check-in and Check-out
24. Notes on Documents
25. Send as E-mail or Download
Ticket
26. Internal Messaging System
27. Integrated contacts addressbook
28. Document Rating
29. Events Subscription
30. RSS Feeds on Folders and
Documents
31. Professional Workflow
32. Events Calendar
Administrative
33. Security, Users, Groups
34. Statistics panel
35. Task Manager
Enterprise
and Cloud
Business
Community
Requirement
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Page | 33
ELECTRONICS
Sl No
Feature
36. Installer
for
Microsoft
Windows, Linux, MAC
37. Events Log
38. Duplicates Detection
39. System and User Quota
40. Custom Document Identifier
41. Clustering
42. Multi Volumes Storage
43. Multi Tenancy
44. Professional Backup
Protocols
45. SOAP Web Services
46. WebDAV
Microsoft
Windows Web Folders
47. CMIS Content Management
Interoperability Services
48. CIFS Common Internet File
System
49. FTP File Transfer Protocol
Integrations
50. Apple iOS devices iPad and
iPhone
51. Android tablets and smart
phones
52. Dropbox
53. Microsoft Office add-in
54. Microsoft Outlook add-in
55. Google Docs/ Drive
56. LDAP and Microsoft Active
Directory
57. Kofax Metadata extraction
Services
58. Supported Users
59. Professional Support
Enterprise
and Cloud
Yes
Business
Community
Requirement
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
>=10
>=5
NA
1 Business
Day (GMT)
1 Business
Day (GMT)
NA
Role based
access
Required
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Page | 34

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LogicalDOC Document Management

Software Solutions and Systems Division

Intentionally left blank

Software Solutions and Systems Division

CORPORATION OF INDIA LIMITED, HYDERABAD

Document Management ............................................................................. 5

Full-text Indexing ............................................................................................................. 5

Metadata & Templates .................................................................................................... 5

Version Control ................................................................................................................ 6

Document Searching ....................................................................................................... 6

Multi-Language Support .................................................................................................. 7

Drag & Drop from your desktop ....................................................................................... 8

OCR Optical Character Recognition ............................................................................. 8

Zonal OCR Metadata extraction ................................................................................... 8

Online Editing .................................................................................................................. 9

Barcode Recognition ..................................................................................................... 11

Document Import and Synchronization ..................................................... 12

Import from Folders ....................................................................................................... 12

LogicalDOC Sync .......................................................................................................... 12

Hot Folders .................................................................................................................... 13

Document Delivery (Export Archives) ............................................................................ 13

Import from E-Mail boxes .............................................................................................. 14

Scan to LogicalDOC ...................................................................................................... 15

Check-in and Check-out ................................................................................................ 16

Send as E-Mail or Download Ticket .............................................................................. 16

Document Rating ........................................................................................................... 17

Events Subscription ....................................................................................................... 18

RSS feeds on Folders and Documents ......................................................................... 18

Professional Workflow ................................................................................................... 18

Events Calendar ............................................................................................................ 20

Task Manager ............................................................................................................... 22

Software Solutions and Systems Division

CORPORATION OF INDIA LIMITED, HYDERABAD

Custom Document Identifier .......................................................................................... 24

Multi Volumes Storage .................................................................................................. 25

Multi Tenancy ................................................................................................................ 26

Professional Backup ...................................................................................................... 26

CIFS Common Internet File System ...........................................................................27

FTP File Transfer Protocol ......................................................................................... 27

Apple iOS devices iPad and iPhone ........................................................................... 28

Android tablets and smart phones ................................................................................. 29

Microsoft Office Add-in .................................................................................................. 30

Microsoft Outlook Add-in ............................................................................................... 31

Google Docs/Drive ........................................................................................................ 31

Kofax Metadata extraction .......................................................................................... 32

Comparison Statement ............................................................................. 33

Software Solutions and Systems Division

CORPORATION OF INDIA LIMITED, HYDERABAD

Document Import and Synchronization

Benefits of this feature

Users are able to find the required information in a few seconds

Background indexing with scheduling policies

B. Metadata & Templates

Benefits of this feature

Store all needed information in your documents

Software Solutions and Systems Division

CORPORATION OF INDIA LIMITED, HYDERABAD

Full configuration of templates and custom properties

Benefits of this Feature

Users no longerr need to remember to manually version documents