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gh-christianlouis-docuelevate/docs/HowToGuides.md
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copilot-swe-agent[bot] 46b2f17acc feat(docs): add built-in help section with How-To guides embedded in app
- Add MkDocs Material docs build stage to Dockerfile and Dockerfile.local
- Mount pre-built docs as static files at /help/ in FastAPI (app/main.py)
- Add app/views/help.py with /help → /help/ permanent redirect route
- Register help router in app/views/__init__.py
- Add Help nav link to base.html (public + app nav, desktop + mobile)
- Create how-to guides: HP printer, ScanSnap, watched folder, email ingestion, mobile scanning
- Update mkdocs.yml with How-To Guides section and Material theme palette
- Add optional docs service (squidfunk/mkdocs-material) to docker-compose.yaml with docs profile
- Add mkdocs-material to requirements-dev.txt
- Add /docs_build to .gitignore
- Add tests for help view (8 tests, 100% coverage on help.py)

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 20:33:10 +00:00

2.8 KiB

How-To Guides

Welcome to the DocuElevate How-To Guides. These step-by-step articles help you connect common scanners, printers, and mobile devices to DocuElevate for automatic document ingestion and processing.


Document Ingestion Guides

Choose the method that matches your hardware or workflow:

🖨️ Scanners & Printers

Guide Description
HP Enterprise Printer Setup Configure HP MFPs for automatic scan-to-DocuElevate via email, network folder, or WebDAV
Fujitsu ScanSnap Setup Set up ScanSnap iX1600/iX1500/iX500 to send scans directly to DocuElevate
Watched Folder Setup Monitor a local or network folder and automatically ingest any files dropped into it

📧 Email & Cloud

Guide Description
Email Ingestion Route documents sent as email attachments into DocuElevate automatically
Mobile Scanning Use iOS/Android apps to capture and upload documents from your phone

Quick Comparison: Which Method Is Right for You?

Method Best For Setup Complexity
Web Upload Occasional one-off uploads Very Easy
Watched Folder Any scanner that saves to a folder Easy
Email Ingestion Scanners with Scan-to-Email, fax services Easy
HP Printer (SMB) HP Enterprise MFPs on a corporate network Medium
ScanSnap + Cloud Home/office ScanSnap via Dropbox/Drive Easy
Mobile App On-the-go document capture Very Easy
API Integration Custom workflows, developer integrations Advanced

General Configuration Tips

Enable OCR for Searchable PDFs

DocuElevate applies OCR (Optical Character Recognition) to scanned documents, making them fully searchable. Configure the OCR engine in your .env:

OCR_ENABLED=true
OCR_ENGINE=tesseract          # or: azure, google
OCR_LANGUAGE=eng              # ISO 639-2 language code

Set Up Automatic Cloud Backup

After processing, DocuElevate can store documents in your preferred cloud storage. Configure in Settings or .env:

DEFAULT_STORAGE_TARGET=dropbox   # or: gdrive, onedrive, s3, nextcloud

Configure Notifications

Get notified when documents are processed:

NOTIFICATION_ENABLED=true
NOTIFICATION_EMAIL=you@example.com

See Notifications Setup for webhook, Slack, and other integrations.


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