Christian Krakau-Louis
d79652b494
- Introduced new authentication settings in config.py including `auth_enabled`, `admin_username`, `admin_password`, and `session_secret`. - Added validation for `session_secret` to ensure it meets security requirements when authentication is enabled. - Updated main.py to conditionally mount static files and log warnings if the directory is not found. - Removed unused email template files and added new authentication and notification setup documentation. - Implemented authentication configuration validation in validators.py and updated settings display. - Enhanced the user interface with a new login template and SVG assets for branding. - Added comprehensive guides for setting up authentication and notifications in the documentation.
92 lines
3.3 KiB
Markdown
92 lines
3.3 KiB
Markdown
# User Guide
|
|
|
|
This guide helps you get started with using DocuElevate for document management and processing.
|
|
|
|
## Getting Started
|
|
|
|
DocuElevate offers an intuitive web interface for uploading, managing, and processing your documents.
|
|
|
|
### Accessing the System
|
|
|
|
1. Navigate to your DocuElevate instance (typically at `http://your-server-address:8000`)
|
|
2. If authentication is enabled, you'll be prompted to log in using your credentials
|
|
|
|
### Authentication
|
|
|
|
DocuElevate supports two main authentication methods:
|
|
|
|
#### Basic Authentication
|
|
If basic authentication is configured:
|
|
1. You'll see a simple login form
|
|
2. Enter your username and password as configured in the system
|
|
3. Click "Log In" to access DocuElevate
|
|
|
|
#### OpenID Connect (OIDC)
|
|
If OpenID Connect authentication is configured:
|
|
1. You'll see a login button
|
|
2. Clicking this will redirect you to your identity provider (e.g., Authentik, Keycloak, Auth0)
|
|
3. Log in with your existing credentials on that platform
|
|
4. You'll be redirected back to DocuElevate after successful authentication
|
|
|
|
#### User Sessions
|
|
- Once authenticated, your session will remain active until you log out or it expires
|
|
- Click the "Logout" button in the top navigation bar to end your session
|
|
- For security, sessions automatically expire after a period of inactivity
|
|
|
|
### Main Interface
|
|
|
|
DocuElevate features a simple navigation system with the following main sections:
|
|
- **Home**: Dashboard and overview
|
|
- **Upload**: For adding new documents to the system
|
|
- **Files**: For viewing and managing processed documents
|
|
- **About**: Information about DocuElevate
|
|
|
|
## Uploading Documents
|
|
|
|
### Web Upload
|
|
|
|
1. Navigate to the **Upload** page
|
|
2. Drag and drop files onto the upload area, or click to browse your files
|
|
3. Select files to upload (supported formats include PDF, Word documents, images, etc.)
|
|
4. Click "Upload" to begin the process
|
|
5. Your documents will be processed automatically according to the system configuration
|
|
|
|
### Email Attachments
|
|
|
|
If configured, DocuElevate can automatically fetch documents from email attachments:
|
|
|
|
1. Send an email with attachments to the configured email account
|
|
2. DocuElevate will poll the mailbox at the configured interval
|
|
3. Attachments will be automatically downloaded and processed
|
|
4. No further action is required
|
|
|
|
## Managing Documents
|
|
|
|
The **Files** page provides access to all processed documents:
|
|
|
|
1. Navigate to the **Files** page
|
|
2. Use the search box to find specific documents
|
|
3. Click on any file to view its details
|
|
4. Sort the list by any column by clicking on the column header
|
|
|
|
## Document Processing Features
|
|
|
|
Depending on the system configuration, DocuElevate can perform:
|
|
|
|
- **OCR** - Extract text from images and scanned PDFs
|
|
- **Metadata Extraction** - Automatically identify document types, dates, and other key information
|
|
- **PDF Conversion** - Convert various file formats to PDF
|
|
- **Document Distribution** - Store documents in Dropbox, Nextcloud, or Paperless NGX
|
|
|
|
## API Access
|
|
|
|
For programmatic access, DocuElevate provides a comprehensive REST API:
|
|
|
|
1. Navigate to `/docs` on your DocuElevate instance
|
|
2. The interactive Swagger documentation allows you to test API endpoints directly
|
|
3. Obtain an API token if authentication is enabled
|
|
|
|
## Troubleshooting
|
|
|
|
If you encounter issues while using DocuElevate, please refer to the [Troubleshooting Guide](Troubleshooting.md).
|