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gh-christianlouis-docuelevate/browser-extension/QUICKSTART.md
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copilot-swe-agent[bot] 5d42e03b90 fix(browser): address code review feedback
- Add explicit return value to message listener in content.js
- Fix documentation references in QUICKSTART.md
- Clarify that GET_PAGE_INFO listener is reserved for future use

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-12 03:08:20 +00:00

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# Browser Extension - Quick Start Guide
This guide will help you quickly install and configure the DocuElevate browser extension.
## 5-Minute Installation
### Step 1: Load the Extension
**For Chrome/Edge/Chromium browsers:**
1. Open your browser and navigate to:
- Chrome: `chrome://extensions/`
- Edge: `edge://extensions/`
- Other Chromium: Similar URL for your browser
2. Enable **Developer mode** (toggle in top right corner)
3. Click **"Load unpacked"** button
4. Select the `browser-extension` folder from your DocuElevate installation
5. The DocuElevate icon should now appear in your browser toolbar
**For Firefox:**
1. Navigate to `about:debugging#/runtime/this-firefox`
2. Click **"Load Temporary Add-on..."**
3. Select the `manifest.json` file from the `browser-extension` folder
4. The extension will load (note: temporary, removed when Firefox restarts)
### Step 2: Configure Your Server
1. Click the DocuElevate extension icon in your toolbar
2. Enter your DocuElevate server URL:
```
https://your-docuelevate-server.com
```
Or for local testing:
```
http://localhost:8000
```
3. Click **"Save Configuration"**
### Step 3: (Optional) Add Authentication
If your DocuElevate server requires authentication:
1. Log in to your DocuElevate server in a regular browser tab
2. Open Developer Tools (F12)
3. Go to **Application** → **Cookies** (Chrome/Edge) or **Storage** → **Cookies** (Firefox)
4. Find the cookie named `session`
5. Copy its **Value**
6. In the extension popup, click **"Change Settings"**
7. Paste the value in the **Session Cookie** field:
```
session=your_copied_session_value
```
8. Click **"Save Configuration"**
### Step 4: Send Your First File
1. Navigate to any page with a document URL, for example:
- `https://example.com/document.pdf`
- `https://example.com/image.jpg`
- Any direct link to a supported file
2. Click the DocuElevate extension icon
3. (Optional) Enter a custom filename
4. Click **"Send to DocuElevate"**
5. Wait for the success message!
## Quick Tips
- **Right-click shortcut**: Right-click on any link and select "Send to DocuElevate"
- **Notifications**: You'll get browser notifications for success/error
- **Change settings**: Click "Change Settings" in the extension popup anytime
- **Supported files**: PDF, Office docs, images - see full list in README
## Troubleshooting
**"Failed to connect to server"**
- Check your server URL is correct
- Make sure DocuElevate is running
- Verify network/firewall settings
**"Authentication required"**
- Add your session cookie (see Step 3)
- Your session may have expired - log in again
**"Unsupported file type"**
- URL must point to a document or image file
- Check that the URL has a file extension (.pdf, .docx, etc.)
## Next Steps
- Read the full [Browser Extension Guide](../docs/BrowserExtension.md) for detailed information
- Configure file processing settings in DocuElevate
- Set up storage destinations (Dropbox, Google Drive, etc.)
## Need Help?
- Check the [Browser Extension Guide](../docs/BrowserExtension.md) for detailed troubleshooting
- Review the [API Documentation](../docs/API.md)
- See the main [Troubleshooting Guide](../docs/Troubleshooting.md) for general issues
- Open an issue on [GitHub](https://github.com/christianlouis/DocuElevate/issues)
---
Happy document processing! 🚀