Configuration

This guide covers all of DocMan's administrative settings. You must be logged in as an administrator to access these options.

Settings

Navigate to Admin → Settings to configure general application options:

  • Application Name: The name displayed in the browser title bar and login screen.
  • Max Upload Size: Maximum file size for uploads (in MB). Default is 100 MB.
  • OCR Enabled: Toggle automatic OCR processing for uploaded documents.
  • Session Timeout: Minutes of inactivity before a user is automatically logged out. Default is 30 minutes.

Storage Locations

Navigate to Admin → Storage to manage where DocMan stores files on disk.

  • Add Storage Location: Specify a local path or network share (e.g., D:\DocManFiles or \\server\share\docman).
  • Edit Storage Location: Change the path or display name of an existing location.
  • Set Default: Designate which storage location receives new uploads.

The DocMan service account must have read/write access to all configured storage paths.

Active Directory

Navigate to Admin → Active Directory to integrate with your organization's directory service.

Connection Settings

  • Server: Hostname or IP of your AD/LDAP server (e.g., dc01.company.local).
  • Port: LDAP port. Default is 389 (or 636 for LDAPS).
  • Base DN: The search base for your directory (e.g., DC=company,DC=local).
  • Bind Username: A service account with read access to the directory.
  • Bind Password: Password for the bind account.

Search Filters

  • User Filter: LDAP filter for finding user accounts. Default: (&(objectClass=user)(objectCategory=person))
  • Group Filter: LDAP filter for finding groups. Default: (objectClass=group)

Sync Options

  • Sync Groups: When enabled, AD groups are imported and can be used for DocMan permissions.
  • Test Connection: Verifies the connection settings without making changes.
  • Sync Now: Manually triggers a full synchronization of users and groups from Active Directory.

When AD is configured, users can log in with their domain credentials. Accounts are auto-provisioned on first login.

Watch Folders

Navigate to Admin → Watch Folders to set up automatic file import from server directories.

Each watch folder configuration includes:

  • Path: The server directory to monitor (e.g., D:\Scans\Incoming).
  • Target Cabinet/Folder: Where imported files are placed in DocMan.
  • File Pattern: Filter by file extension (e.g., *.pdf, *.tif, *.*).
  • Poll Interval: How often to check for new files (in seconds). Default is 30 seconds.
  • Active: Toggle to enable or disable the watch folder.

Files are moved (not copied) into DocMan storage after import. They are automatically OCR'd and indexed if OCR is enabled.

Users & Groups

Navigate to Admin → Users or Admin → Groups to manage access.

Users

  • Create User: Add a local account with username, display name, email, and password.
  • Edit User: Update profile information, reset password, or deactivate the account.
  • Group Membership: Assign users to one or more groups from their profile page.

Groups

  • Create Group: Define a named group (e.g., "Accounting," "HR," "Management").
  • Manage Members: Add or remove users from the group.
  • Permissions: Assign cabinet/folder access to the entire group instead of individual users.

OCR Settings

OCR settings control how DocMan extracts text from scanned documents. These can be configured in the .env file or through Admin → Settings.

  • Max Workers: Number of concurrent OCR processing threads. Default is 2. Increase for faster processing on multi-core servers.
  • Poll Interval: How often the OCR worker checks for new jobs (in seconds). Default is 10.
  • Tesseract Path: Path to the Tesseract executable. Set automatically if installed via the Full installer.
  • Languages: OCR language packs to use (e.g., eng for English, eng+spa for English and Spanish). Additional language packs can be downloaded from the Tesseract project.

Next: Watch Folders — automatic file import from server directories.

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