Intelligent Document Processing & Management
# DocuElevate
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## Overview
DocuElevate is an intelligent document processing system that automates the ingestion, OCR, AI-powered metadata extraction, and distribution of documents. It supports a wide range of AI providers, OCR engines, and cloud storage destinations out of the box.
**Key capabilities:**
- **AI-Powered Metadata Extraction** — pluggable AI providers including OpenAI, Anthropic Claude, Google Gemini, Ollama (local), OpenRouter, Portkey, and Azure OpenAI via LiteLLM
- **Multi-Engine OCR** — Azure Document Intelligence, Tesseract, EasyOCR, Mistral OCR, Google Cloud Document AI, and AWS Textract with configurable merge strategies
- **13 Storage Destinations** — Dropbox, Google Drive, OneDrive, Amazon S3, Nextcloud, WebDAV, FTP, SFTP, iCloud Drive, Email (SMTP), Paperless-ngx, Evernote, and Rclone
- **Multi-Channel Ingestion** — web upload, browser extension, mobile app, CLI, REST API, IMAP email, and watched folders (local, cloud, FTP/SFTP)
- **Processing Pipelines** — customizable multi-step workflows with conditional routing rules
- **Full-Text Search** — powered by Meilisearch for instant document discovery
- **Multi-User with SSO** — local accounts, OAuth2/OIDC (Authentik), and social login (Google, Microsoft, Apple, Dropbox)
The project ships with a web UI, a REST + GraphQL API, a CLI tool, a native mobile app (iOS & Android), a browser extension, and Helm charts for Kubernetes deployment.
## Screenshots
Upload interface — drag-and-drop file upload with real-time progress
Files view — processed documents with AI-extracted metadata
Status view — system health and service monitoring
> **Note:** Screenshots may not reflect the very latest UI. For the most current look, visit [docuelevate.org](https://www.docuelevate.org).
## Workflow
### Ingestion
Documents enter DocuElevate through multiple channels:
| Channel | Description |
|---------|-------------|
| **Web Upload** | Drag-and-drop interface with real-time progress (up to 1 GB per file) |
| **Browser Extension** | Clip web pages or send files from Chrome, Firefox, or Edge |
| **Mobile App** | Capture documents with the device camera or upload from the photo library |
| **CLI** | Batch uploads and scripted workflows via the `docuelevate` command-line tool |
| **REST API** | Programmatic uploads with full API-token authentication |
| **Email (IMAP)** | Automatic polling of multiple mailboxes with attachment filtering |
| **Watched Folders** | Monitor local paths, FTP, SFTP, S3, Dropbox, Google Drive, OneDrive, Nextcloud, or WebDAV for new files |
### Processing Pipeline
Each document passes through a configurable set of steps:
1. **PDF Conversion** — Non-PDF files are converted using Gotenberg, with optional PDF/A archival conversion
2. **OCR** — Text extraction via one or more OCR engines (Azure, Tesseract, EasyOCR, Mistral, Google Document AI, AWS Textract) with configurable merge strategies
3. **AI Metadata Extraction** — The configured AI provider classifies the document and extracts structured metadata (type, dates, amounts, entities)
4. **Enrichment** — Metadata is embedded into the PDF and stored alongside the document
5. **Embedding Generation** — Vector embeddings for similarity search and duplicate detection
Steps can be customized using **Pipelines** and **Routing Rules** for conditional processing.
### Distribution
Processed documents are distributed to any combination of configured destinations:
| Destination | Type |
|------------|------|
| **Dropbox** | Cloud storage |
| **Google Drive** | Cloud storage |
| **OneDrive** | Cloud storage |
| **Amazon S3** | Object storage |
| **Nextcloud** | Self-hosted cloud |
| **WebDAV** | Protocol-based |
| **FTP / SFTP** | File transfer |
| **iCloud Drive** | Apple cloud |
| **Email (SMTP)** | Send as attachment |
| **Paperless-ngx** | Document management system |
| **Evernote** | Notes with PDF attachments |
| **Rclone** | 70+ cloud providers via Rclone |
## Features
### Document Processing
- **Multi-engine OCR** with quality checks and configurable merge strategies (AI merge, longest, primary)
- **AI metadata extraction** using any supported provider (OpenAI, Anthropic, Gemini, Ollama, OpenRouter, Portkey, Azure OpenAI)
- **PDF conversion** via Gotenberg with optional PDF/A archival format
- **Duplicate detection** — exact (SHA-256) and near-duplicate (content similarity with vector embeddings)
- **Customizable pipelines** — define multi-step processing workflows with conditional routing rules
### Document Management
- **Full-text search** powered by Meilisearch with saved searches
- **File detail view** with metadata, text preview, processing history, and similarity analysis
- **Shared links** for public document access with expiration controls
- **Bulk operations** — reprocess, delete, or reassign documents in batch
### Multi-Channel Ingestion
- **Web UI** — drag-and-drop upload with real-time progress
- **Browser extension** — clip web pages or send files from Chrome, Firefox, Edge ([guide](docs/BrowserExtension.md))
- **Mobile app** — iOS and Android with camera capture, push notifications, and SSO ([guide](docs/MobileApp.md))
- **CLI tool** — batch uploads, downloads, search, and API-token management ([guide](docs/CLIGuide.md))
- **REST API & GraphQL** — full programmatic access with Swagger documentation at `/docs`
- **IMAP email** — poll multiple mailboxes with attachment filtering and auto-processing
- **Watched folders** — local filesystem, FTP, SFTP, and cloud storage providers
### Administration
- **Multi-user mode** with per-user document isolation and ownership
- **Subscription & billing** — Stripe integration with configurable plans and quotas
- **Scheduled jobs** — IMAP polling, watched folder scans, automated backups, uptime monitoring
- **Audit logging** with SIEM integration support
- **Compliance templates** — GDPR, HIPAA, SOC 2
- **Admin dashboard** — user management, queue monitoring, credential management, backup/restore
### Authentication & Security
- **Local accounts** with self-service registration and password reset
- **OAuth2/OIDC** via Authentik or any OIDC provider
- **Social login** — Google, Microsoft, Apple, Dropbox
- **API tokens** for CLI, mobile, and automation access
- **Security headers** — HSTS, CSP, X-Frame-Options, X-Content-Type-Options
- **Rate limiting** with configurable per-endpoint controls
### Notifications
- **100+ notification backends** via Apprise — Discord, Telegram, Slack, Microsoft Teams, Email, webhooks, and more
- **Configurable events** — task failures, credential issues, file processed, user signup, payment issues
- **In-app notification inbox** with per-user preferences
- **Webhooks** — push events to external systems with HMAC signature verification and retry
## Tech Stack
| Component | Technology |
|-----------|-----------|
| **Backend** | FastAPI, Celery, Redis, SQLAlchemy, Alembic |
| **Frontend** | Jinja2, Tailwind CSS |
| **Search** | Meilisearch |
| **Mobile** | React Native (Expo) — iOS & Android |
| **AI** | LiteLLM (OpenAI, Anthropic, Gemini, Ollama, OpenRouter, Portkey) |
| **OCR** | Azure Document Intelligence, Tesseract, EasyOCR, Mistral, Google Doc AI, AWS Textract |
| **PDF** | Gotenberg, pypdf |
| **Auth** | Authlib (OAuth2/OIDC), MSAL, social providers |
| **Infrastructure** | Docker, Docker Compose, Helm/Kubernetes |
| **Docs** | MkDocs Material |
## Quick Start
For detailed installation and deployment instructions, see the [Deployment Guide](docs/DeploymentGuide.md).
```bash
# Clone the repository
git clone https://github.com/christianlouis/DocuElevate.git
cd DocuElevate
# Configure environment variables
cp .env.demo .env
# Edit .env with your settings (see Configuration Guide for all options)
# Run with Docker Compose
docker compose up -d
```
The web UI is available at **`http://localhost:8000`** and the interactive API documentation at **`http://localhost:8000/docs`**.
### Kubernetes / Helm
```bash
helm repo add docuelevate https://christianlouis.github.io/DocuElevate
helm install docuelevate docuelevate/docuelevate -f values.yaml
```
See the [Kubernetes Deployment Guide](docs/KubernetesDeployment.md) for full details.
## Documentation
### Getting Started
| Guide | Description |
|-------|-------------|
| [Setup Wizard](docs/SetupWizard.md) | Interactive first-run setup |
| [User Guide](docs/UserGuide.md) | How to use DocuElevate |
| [Browser Extension](docs/BrowserExtension.md) | Install and use the browser extension |
| [Mobile App](docs/MobileApp.md) | iOS and Android mobile app |
| [CLI Guide](docs/CLIGuide.md) | Command-line tool for automation |
### How-To Guides
| Guide | Description |
|-------|-------------|
| [How-To Overview](docs/HowToGuides.md) | Index of all how-to guides |
| [Email Ingestion](docs/howto/EmailIngestion.md) | Set up IMAP email polling |
| [Watched Folder](docs/howto/WatchedFolderSetup.md) | Monitor local or remote folders |
| [Mobile Scanning](docs/howto/MobileScanning.md) | Scan documents with your phone |
### Reference
| Guide | Description |
|-------|-------------|
| [API Documentation](docs/API.md) | REST & GraphQL API reference |
| [Configuration Guide](docs/ConfigurationGuide.md) | All environment variables |
| [Configuration Master](docs/ConfigurationMaster.md) | Configuration overview |
| [Settings Management](docs/SettingsManagement.md) | Runtime settings UI |
### Deployment & Operations
| Guide | Description |
|-------|-------------|
| [Deployment Guide](docs/DeploymentGuide.md) | Docker Compose deployment |
| [Kubernetes / Helm](docs/KubernetesDeployment.md) | Kubernetes deployment with Helm charts |
| [Production Readiness](docs/ProductionReadiness.md) | Checklist for production environments |
| [Database Configuration](docs/DatabaseConfiguration.md) | Database setup and migration |
| [Backup & Restore](docs/ConfigurationGuide.md#backup--restore) | Automated backup configuration |
### Storage Integration Setup
| Guide | Description |
|-------|-------------|
| [Dropbox](docs/DropboxSetup.md) | Dropbox OAuth setup |
| [Google Drive](docs/GoogleDriveSetup.md) | Google Drive service account / OAuth |
| [OneDrive](docs/OneDriveSetup.md) | Microsoft OneDrive setup |
| [Amazon S3](docs/AmazonS3Setup.md) | S3 bucket configuration |
| [Evernote](docs/EvernoteSetup.md) | Evernote note creation |
| [Authentication](docs/AuthenticationSetup.md) | OAuth2, OIDC, and social login |
| [Notifications](docs/NotificationsSetup.md) | Notification backend setup |
### Security & Compliance
| Guide | Description |
|-------|-------------|
| [Credential Rotation](docs/CredentialRotationGuide.md) | Rotate secrets safely |
| [Licensing Compliance](docs/LicensingCompliance.md) | Dependency licenses |
| [Privacy & GDPR](docs/PrivacyCompliance.md) | Privacy compliance |
### Development
| Guide | Description |
|-------|-------------|
| [Contributing](CONTRIBUTING.md) | Code style, commits, and PR process |
| [Troubleshooting](docs/Troubleshooting.md) | Common issues and solutions |
| [Configuration Troubleshooting](docs/ConfigurationTroubleshooting.md) | Configuration-specific issues |
| [Build Metadata](docs/BuildMetadata.md) | Version and build information |
| [Internationalization](docs/InternationalizationGuide.md) | Translation and localization |
## Development & Testing
### Running Tests
```bash
# Install development dependencies
pip install -r requirements-dev.txt
# Run all tests
pytest
# Run with coverage report
pytest --cov=app --cov-report=term-missing
# Run only fast unit tests
pytest -m unit
```
Tests are automatically configured with the necessary environment variables — **no manual setup required!**
For detailed testing information, see the [Contributing Guide](CONTRIBUTING.md#running-tests).
### Contributing
We welcome contributions! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for:
- Code style guidelines (Ruff for formatting and linting)
- Commit message format (Conventional Commits)
- Testing requirements
- Pull request process
## License
This project is licensed under the Apache License 2.0 — see the [LICENSE](LICENSE) file for details.
## Third-Party Software
This project uses various third-party libraries and components. See [NOTICE](NOTICE) for attributions and the [attribution page](frontend/templates/attribution.html) in the application for more details.
### LGPL Compliance
This project uses Paramiko which is licensed under LGPL-2.1. In accordance with the LGPL license:
- The source code for Paramiko can be obtained from https://github.com/paramiko/paramiko
- A copy of the LGPL license is available in the application at `/licenses/lgpl.txt`
- Users have the right to modify and redistribute Paramiko under the terms of the LGPL
## Dependency Licenses
The following is a summary of the licenses used by our direct dependencies:
| Dependency | License |
|------------|---------|
| FastAPI | MIT |
| Celery | BSD |
| Uvicorn | BSD |
| SQLAlchemy | MIT |
| Pydantic | MIT |
| litellm | MIT |
| pypdf | BSD |
| Requests | Apache 2.0 |
| Dropbox SDK | MIT |
| Evernote SDK | BSD |
| Azure AI Document Intelligence | MIT |
| Authlib | BSD |
| Starlette | BSD |
| Alembic | MIT |
| Google API Client | Apache 2.0 |
| Microsoft Graph Core | MIT |
| MSAL | MIT |
| Boto3 | Apache 2.0 |
| Paramiko | LGPL-2.1 |
| Apprise | MIT |
| Redis (py) | BSD |
| Gotenberg Client | MIT |
| Meilisearch | MIT |
For a comprehensive list of all dependencies and their licenses, run:
```bash
pip install pip-licenses
pip-licenses
```
