gh-christianlouis-docuelevate/docs/UserGuide.md

User Guide

This guide helps you get started with using DocuNova for document management and processing.

Getting Started

DocuNova offers an intuitive web interface for uploading, managing, and processing your documents.

Accessing the System

1. Navigate to your DocuNova instance (typically at http://your-server-address:8000)
2. If authentication is enabled, you'll be prompted to log in using your credentials

Main Interface

DocuNova 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 DocuNova

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, DocuNova can automatically fetch documents from email attachments:

1. Send an email with attachments to the configured email account
2. DocuNova 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, DocuNova 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, DocuNova provides a comprehensive REST API:

1. Navigate to /docs on your DocuNova 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 DocuNova, please refer to the Troubleshooting Guide.