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Home → Using LincDoc 3.1+

Using LincDoc 3.1+

• 1. LincDoc Overview
  • 1.1. What is LincDoc?
  • 1.2. The Flavors of LincDoc
  • 1.3. About eForms
  • 1.4. About Document Packages
  • 1.5. About Client IDs
  • 1.6. Using Your Existing Infrastructure with LincDoc
  • 1.7. About Electronic Payments
  • 1.8. About eSignatures
• 2. Release Notes
  • 2.1. About Release Notes
  • 2.2. LincDoc 3.3.4 Release Notes
  • 2.3. LincDoc 3.3.3 Release Notes
  • 2.4. LincDoc Mobile 3.3.2 Release Notes
  • 2.5. LincDoc 3.3.2 Release Notes
  • 2.6. LincDoc 3.3 Release Notes
  • 2.7. LincDoc 3.2.8 Release Notes
  • 2.8. LincDoc 3.2.7 Release Notes
  • 2.9. LincDoc 3.2.6 Release Notes
  • 2.10. LincDoc 3.2.5 Release Notes
  • 2.11. LincDoc 3.2.4 Release Notes
  • 2.12. LincDoc Mobile 3.2.4 Release Notes
  • 2.13. LincDoc 3.2.3 Release Notes
  • 2.14. LincDoc 3.2.2 Release Notes
  • 2.15. LincDoc 3.2.1 Release Notes
  • 2.16. LincDoc 3.2 Release Notes
• 3. System Requirements
  • 3.1. Hardware and Virtualization Specifications
  • 3.2. Supported Web Browsers
  • 3.3. Requirements for Administrators
  • 3.4. Requirements for End (General) Users
  • 3.5. Requirements for LincDoc Mobile
• 4. LWSA (LincWare System Administration) Portal
  • 4.1. About LWSA
  • 4.2. Accessing the System
  • 4.3. Using SSL Certificates
  • 4.4. Using the remoteadmin Service
  • 4.5. Accessing system logs
• 5. Accessing the LincDoc System
  • 5.1. Logging Into LincDoc
  • 5.2. Specifying Your Client ID
  • 5.3. Customizing Your User Profile
• 6. About the LincDoc Interface
  • 6.1. About the LincDoc Toolbar
  • 6.2. About Form Views
  • 6.3. About Terminology
  • 6.4. About the Online Help
  • 6.5. About Version and Plug-In Information
• 7. eForm Administration
  • 7.1. About eForm Administration
  • 7.2. LincDoc Markup - PDF Source Files
  • 7.3. LincDoc Markup - Microsoft Word/OpenOffice Source Files
  • 7.4. Creating an eForm or Document Package
  • 7.5. Accessing the Administration Dialog Box
  • 7.6. Settings Basic Options
  • 7.7. Specifying the Source Documents
  • 7.8. Field Toolbar Options
  • 7.9. Using Sections
  • 7.10. Accessing Field Attributes
  • 7.11. Configuring Search Options
  • 7.12. Determining the Storage Repository
  • 7.13. Specifying Actions
  • 7.14. Using Form Security
  • 7.15. Using the Advanced Options
  • 7.16. Deleting an eForm or Document Package
  • 7.17. Importing an eForm or Document Package
  • 7.18. Exporting an eForm or Document Package
  • 7.19. Using Document Refinement Annotation Transformer (DRAT)
• 8. Document Package-Specific Administration
  • 8.1. About Document Package Administration
  • 8.2. Using Conditional Text
  • 8.3. Using Source Document-Specific Options
  • 8.4. Using Repeating Source Documents
• 9. Field Attributes
  • 9.1. About Field Attributes
  • 9.2. Defining Field Attributes
  • 9.3. Pushing Multi-value Field Content Into Other Form Fields
  • 9.4. Using Field Types
  • 9.5. Using Codelists
  • 9.6. Using Check Boxes
  • 9.7. Using Global Fields
• 10. DANG Rule Wizard
  • 10.1. About DANG
  • 10.2. Creating and Editing Custom Conditions
  • 10.3. Using the Condition to display Option
  • 10.4. Required Condition
  • 10.5. Read-only Condition
  • 10.6. Document Inclusion Rules
  • 10.7. Calculation Wizard
  • 10.8. Calculations
  • 10.9. Advanced Calculations
  • 10.10. Functions
  • 10.11. About Function Formatting
  • 10.12. Default Calculations
• 11. Actions
  • 11.1. About Actions
  • 11.2. About Rules
  • 11.3. List of Available Actions
  • 11.4. Using Button Actions
  • 11.5. Using Event Actions
  • 11.6. Applying an Action to a Button or Event
  • 11.7. Editing an Applied Action
  • 11.8. Deleting an Applied Action
  • 11.9. Using Named Actions
  • 11.10. Individual Action Details
  • 11.11. Using Rules
  • 11.12. Action Details: Add Multi-value Row
  • 11.13. Action Details: Append Uploaded Files to Document
  • 11.14. Action Details: Checkboxes to Multivalue Field
  • 11.15. Action Details: Clear Hidden Fields
  • 11.16. Action Details: Clear Multi-value Table
  • 11.17. Action Details: Clear Signatures
  • 11.18. Action Details: Close
  • 11.19. Action Details: Edit/View/Sign a Document
  • 11.20. Action Details: Email
  • 11.21. Action Details: Execute Stored Procedure
  • 11.22. Action Details: Export to Windows Share
  • 11.23. Action Details: Flatten Signatures
  • 11.24. Action Details: Force Regeneration
  • 11.25. Action Details: Logout
  • 11.26. Action Details: Lookup
  • 11.27. Action Details: Multi-value Loop
  • 11.28. Action Details: Register a User
  • 11.29. Action Details: Run a Doc Package or eForm
  • 11.30. Action Details: Save
  • 11.31. Action Details: Set Document Owner
  • 11.32. Action Details: Set Field Value
  • 11.33. Action Details: Show HTML
  • 11.34. Action Details: Show a Message
  • 11.35. Action Details: Validate
  • 11.36. Action Details: View Document
• 12. Configuring Storage Repositories
  • 12.1. About Repositories
  • 12.2. About SQL (Database) Repositories
  • 12.3. About Laserfiche Repositories
  • 12.4. About DocuWare Repositories
  • 12.5. Creating a Repository
  • 12.6. Specifying SQL Repository Connection Settings
  • 12.7. Specifying Laserfiche Repository Connection Settings
  • 12.8. Specifying DocuWare Repository Connection Settings
  • 12.9. Configuring a SQL Repository
  • 12.10. SQL Repository: Mapping Multiple Fields to a Single Column
  • 12.11. Configuring a Laserfiche Repository
  • 12.12. Configuring a DocuWare Repository
  • 12.13. Deleting a Repository from LincDoc
• 13. Security
  • 13.1. About Security
  • 13.2. Managing Security Roles
  • 13.3. Managing Users
  • 13.4. Managing Groups
  • 13.5. Using Authentication Providers
  • 13.6. Using Document-Specific Security (Coming Soon!)
  • 13.7. Using Document-Specific Security in a SQL Repository
  • 13.8. Using SQL Repository-Specific Security
  • 13.9. Using Laserfiche Repository-Specific Security
  • 13.10. Example: Token-based Security Target
  • 13.11. Setting Up Active Directory
• 14. Searching Generated Documents
  • 14.1. About the Search Feature
  • 14.2. About Search Security
  • 14.3. Accessing the Search Feature
  • 14.4. Configuring a Search
  • 14.5. Performing a Search and Viewing Results
• 15. Files and Folder - Browsing and Security
  • 15.1. About the File Browsing Feature
  • 15.2. About Required Permissions
  • 15.3. About the Browse Dialog Box Layout
  • 15.4. Accessing the Feature (Browse) Interface
  • 15.5. Moving Files or Folders
  • 15.6. Selecting a File, Folder, or Subfolder
  • 15.7. Verifying the Current Contents
  • 15.8. Adding a New Folder or Subfolder
  • 15.9. Adding Local Files to Your Directory Structure
  • 15.10. Renaming a File or Folder
  • 15.11. Editing a Document
  • 15.12. Editing a Copy of a Document
  • 15.13. Downloading a File
  • 15.14. Viewing a Document
  • 15.15. Signing a Document
  • 15.16. Removing a File or Folder
  • 15.17. Viewing a File's History
  • 15.18. Specifying Document-level and Folder-level Security
  • 15.19. Working with File Links
  • 15.20. Accessing the Browse Dialog Box from the Repositories Dialog Box
  • 15.21. Working with Items in the Trash Folder
• 16. Running and Viewing a Form
  • 16.1. Running a Form
  • 16.2. Using the Document Viewer
• 17. Signatures
  • 17.1. About Signatures Types
  • 17.2. Configuring Signature Field Settings
  • 17.3. Setting the Signature Date
  • 17.4. Using Topaz Signatures
  • 17.5. Using Mobile Signatures
  • 17.6. Using Mouse Signatures
  • 17.7. Using Clickwrap Signatures
  • 17.8. Using LDAP (Authenticated Digital) Signatures
  • 17.9. Using Signature Stamps
  • 17.10. Using Bulk Signing
  • 17.11. Using Batch Signing
  • 17.12. Resolving "Validity Unknown" Signatures
  • 17.13. Adding a Signature Field to a PDF
• 18. Generating Reports
  • 18.1. About Reports
  • 18.2. Uploading a Report
  • 18.3. Viewing a Report
• 19. Database Lookups
  • 19.1. About Database Lookups
  • 19.2. Connecting LincDoc to an External Database
  • 19.3. Configuring a Lookup Action
  • 19.4. Creating a New Lookup
  • 19.5. Editing an Existing Lookup
  • 19.6. Defining a Lookup Query
  • 19.7. Deleting a Lookup
  • 19.8. Deleting a Database Connection
• 20. Connecting to Other Software Systems
  • 20.1. Overview
  • 20.2. LincDoc Connector for Laserfiche: Installing and Configuring
  • 20.3. LincDoc Connector for Laserfiche: Troubleshooting
• 21. Advanced Features
  • 21.1. Using Source Document Field Options
  • 21.2. Specifying an Authentication Provider in a Link
• 22. LincDoc Interface Customization and Branding
  • 22.1. About Image (Branding) Customization Options
  • 22.2. About the Resources Repository
  • 22.3. Customizing the Data Entry View Images
  • 22.4. Customizing Sections
  • 22.5. Editing Interface Logos
  • 22.6. Creating and Customizing Context Sensitive Field Help
• 23. Configuring System Settings
  • 23.1. Configuring Your System
  • 23.2. Configuring Your Client
  • 23.3. Installing Your Signature Key
  • 23.4. Viewing Signature Details (Signature Log)
  • 23.5. Defining Offline Settings
  • 23.6. Registering a User
  • 23.7. Configuring Login Providers (All Client IDs)
  • 23.8. Configuring Client Login Providers
• 24. LincDoc Mobile
  • 24.1. About LincDoc Mobile
  • 24.2. About Mobile Terminology
  • 24.3. About Using Forms on Multiple Platforms
  • 24.4. Verifying Form Availability
  • 24.5. Using the Demo Version
  • 24.6. Accessing the Standard (Non-Demo) App
  • 24.7. About the Initial Screen
  • 24.8. Viewing Individual Form Details
  • 24.9. Running a Form (Data Entry View)
  • 24.10. Uploading Files to a Form
  • 24.11. Using the Favorites Feature
  • 24.12. Using Templates
  • 24.13. Signing an Individual Form/Document
  • 24.14. Signing Multiple Forms Simultaneously (Batch Signing)
  • 24.15. Viewing All Documents in Your App
  • 24.16. Selecting Multiple Documents
  • 24.17. Viewing an Individual, Completed Document
  • 24.18. Editing an Existing Document
  • 24.19. Updating Form Definitions
  • 24.20. Syncing Documents
  • 24.21. Searching for Documents on Your LincDoc Server
  • 24.22. Deleting Forms and Documents
  • 24.23. Preventing Multiple, Simultaneous Document Changes
  • 24.24. Importing Files to the LincDoc Mobile App
  • 24.25. Using the Mobile Options
  • 24.26. Closing the Mobile App
  • 24.27. Offline Settings (Server-side Mobile App Control)
• 25. Frequently Asked Questions (FAQs)
  • 25.1. Administrative FAQs
  • 25.2. Signature FAQs
  • 25.3. Security FAQs
  • 25.4. LincDoc Mobile FAQs
• 26. Getting Technical Support
  • 26.1. Contacting LincDoc Technical Support
  • 26.2. Remote Support/Administration
• 27. Reference Information
  • 27.1. eForm Design Considerations
  • 27.2. Manually Specifying a URL
  • 27.3. Creating an Email Template

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