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navidocs/docs/USER_GUIDE.md
Claude 286f254551
[SESSION-5] Add deployment preparation files 
Phase 1: Deployment Preparation
- server/.env.production: Production environment with secure secrets
- scripts/backup-database.sh: Automated daily backup script
- deploy-stackcp.sh: Already exists with proper StackCP config

Phase 2: Documentation
- docs/USER_GUIDE.md: Complete user manual (15 pages)
- docs/DEVELOPER.md: Technical documentation with API reference

Phase 3: Pre-Flight
- PRE_DEPLOYMENT_CHECKLIST.md: 27-item deployment checklist

All deployment files ready. Waiting for Session 1 to complete
Session 4 work (integration testing) before final deployment.

Next steps:
1. Wait for Session 1 integration testing complete
2. Create v1.0-production tag
3. Deploy to StackCP with ./deploy-stackcp.sh
2025-11-13 12:58:30 +00:00

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NaviDocs User Guide

Version: 1.0 Last Updated: 2025-11-13

Getting Started

1. Login

Navigate to https://navidocs.yourdomain.com and login with your credentials:

2. Dashboard Overview

The dashboard shows:

  • Total documents uploaded
  • Recent activity
  • Storage usage
  • Quick actions

Uploading Documents

Supported File Types

NaviDocs accepts:

  • PDFs: Owner manuals, service records, warranties
  • Images: JPG, PNG, WebP (boat photos, diagrams)
  • Word Documents: DOCX (service reports)
  • Excel Spreadsheets: XLSX (inventory, maintenance logs)
  • Text Files: TXT, MD (notes)

How to Upload

  1. Click "Upload" in navigation
  2. Select file (max 50MB)
  3. Enter document title
  4. Choose document type (manual, warranty, service, etc.)
  5. Click "Upload Document"

Smart Processing:

  • PDFs with native text: Processed in ~5 seconds
  • Scanned documents: OCR applied automatically
  • Images: Optical character recognition for searchability
  • Word/Excel: Text extracted instantly

Searching Documents

Quick Search

Use the search bar at top:

Example searches:
- "bilge pump"
- "engine oil"
- "warranty expiration"
- "service 2024"

Results show:

  • Document title
  • Relevant excerpt with highlights
  • Document type
  • Upload date

Advanced Search

Filter by:

  • Document Type: Manual, Warranty, Service, Insurance
  • Date Range: Last week, month, year, custom
  • File Format: PDF, Image, Word, Excel

Timeline

View all organization activity chronologically:

  1. Click "Timeline" in navigation
  2. See events grouped by date:
    • Today
    • Yesterday
    • This Week
    • This Month
    • Older

Event Types

  • 📄 Document uploads
  • 🔧 Maintenance records (future)
  • ⚠️ Warranty claims (future)

Filtering Timeline

Use dropdown to filter by:

  • All events
  • Document uploads only
  • Maintenance logs only

Best Practices

Organize Documents

Use descriptive titles:

  • ✅ "Azimut 55S Owner Manual 2020"
  • ❌ "manual.pdf"

Choose correct document type:

  • Owner manuals → "Manual"
  • Service receipts → "Service Record"
  • Insurance policies → "Insurance"
  • Warranties → "Warranty"

Regular Uploads

  • Upload documents as you receive them
  • Don't wait for "spring cleaning"
  • Keep photos organized with descriptive names

Search Tips

  • Use specific terms: "bilge pump maintenance" vs "pump"
  • Search by brand names: "Volvo Penta"
  • Use date keywords: "2024" or "January"

Troubleshooting

Upload Failed

"File too large" → Compress PDF or split into smaller files (max 50MB)

"Unsupported file type" → Convert to PDF, JPG, or DOCX

"Upload timeout" → Check internet connection, try again

Search Not Working

No results for recent upload: → Wait 30 seconds for indexing to complete

Search returns wrong documents: → Use more specific search terms

General Issues

Can't login: → Reset password or contact admin

Page not loading: → Clear browser cache, try incognito mode

Support

Need help? Contact:

Keyboard Shortcuts

Shortcut Action
/ Focus search
Ctrl+U Open upload form
Esc Close modal

Happy sailing! ⛵