docs(config): document per-user IMAP and watch folder integration polling

Update ConfigurationGuide.md to document:
- Per-user IMAP integrations via the Integrations dashboard
- Per-user watch folder integrations with path traversal protection
- Updated unclaimed documents section to clarify attribution behavior

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
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copilot-swe-agent[bot]
2026-03-08 18:50:49 +00:00
parent 4f9f458151
commit fc453be71f
+30 -3
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@@ -267,12 +267,27 @@ DocuElevate can poll a WebDAV folder for new files. It reuses the existing WebDA
| `WEBDAV_INGEST_FOLDER` | WebDAV folder path to poll. Uses the existing WebDAV URL and credentials. | *(empty)* |
| `WEBDAV_INGEST_DELETE_AFTER_PROCESS` | Delete files from WebDAV after they are downloaded and enqueued. | `false` |
#### Per-User Watch Folder Integrations
In addition to system-level watch folders, each user can configure personal watch folder sources through the **Integrations** dashboard (`/integrations`). Documents ingested from per-user watch folder integrations are automatically attributed to the owning user's `owner_id`.
Per-user watch folder integrations are stored in the `user_integrations` table with `integration_type='WATCH_FOLDER'` and `direction='SOURCE'`. The `config` JSON field stores:
- `folder_path` — absolute path to the directory to scan
- `delete_after_process` — whether to remove source files after ingestion (default: `false`)
> **Security**: Path traversal protection is enforced on user-configured watch folder paths. Relative paths, `..` components, and symlink escapes are rejected to prevent access to files outside the intended directory.
- Individual scan failures are handled gracefully and recorded on the integration's `last_error` field without interrupting the scanning of other integrations.
- The scan runs alongside the system-level watch folder polling cycle.
### IMAP Email Ingestion
DocuElevate can automatically pull document attachments from IMAP mailboxes — no need to forward emails manually. Configure one or two mailboxes and DocuElevate polls them on the schedule you set.
DocuElevate can automatically pull document attachments from IMAP mailboxes — no need to forward emails manually. Configure one or two system-wide mailboxes using environment variables, and/or let each user configure their own IMAP sources via the **Integrations** dashboard.
> **For HP Scanners (Scan to Email)**: If your scanner is set up to email scanned documents to a dedicated mailbox, configure that mailbox in DocuElevate using the settings below. DocuElevate will automatically retrieve the scanned PDFs from the inbox and process them. You do **not** need to configure DocuElevate as an email server — it acts as an email *client* that reads from your existing mailbox.
#### System-Level IMAP Configuration
| **Variable** | **Description** | **Example** |
|-------------------------------|--------------------------------------------------------------|-------------------|
| `IMAP1_HOST` | Hostname for first IMAP server. | `mail.example.com`|
@@ -283,6 +298,15 @@ DocuElevate can automatically pull document attachments from IMAP mailboxes —
| `IMAP1_POLL_INTERVAL_MINUTES` | Frequency in minutes to poll for new mail. | `5` |
| `IMAP_READONLY_MODE` | When `true`, fetches and processes attachments but does **not** modify the mailbox (no starring, labeling, deleting, or flag changes). Use for pre-production instances sharing a mailbox with production. Default: `false`. | `false` |
#### Per-User IMAP Integrations
In addition to system-level mailboxes, each user can configure personal IMAP sources through the **Integrations** dashboard (`/integrations`). Documents ingested from per-user IMAP integrations are automatically attributed to the owning user's `owner_id`.
Per-user IMAP integrations are stored in the `user_integrations` table with `integration_type='IMAP'` and `direction='SOURCE'`. Credentials are encrypted at rest using Fernet encryption.
- Individual connection failures are handled gracefully and recorded on the integration's `last_error` field without interrupting the polling of other integrations.
- The polling loop runs every minute and processes all active IMAP sources (system-level and per-user) in sequence.
### Authentication
| **Variable** | **Description** |
@@ -316,8 +340,11 @@ Requires `AUTH_ENABLED=true`.
#### Unclaimed Documents
Documents ingested without a user session (e.g. via IMAP polling, API calls without authentication,
or legacy imports) have `owner_id = NULL`. These are called **unclaimed** documents.
Documents ingested via **system-level** sources (environment variable IMAP mailboxes, system watch folders)
without a user session have `owner_id = NULL` unless `DEFAULT_OWNER_ID` is set. These are called **unclaimed** documents.
Documents ingested via **per-user integrations** (IMAP or Watch Folder integrations configured through
the Integrations dashboard) are automatically attributed to the owning user's `owner_id` and are never unclaimed.
- When `UNOWNED_DOCS_VISIBLE_TO_ALL=true` (default), every authenticated user sees unclaimed
documents alongside their own files. This allows users to discover and claim them.