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:
- Email: your-email@example.com
- Password: [provided by admin]
### 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:
- Email: support@navidocs.com
- Phone: [support number]
---
## Keyboard Shortcuts
| Shortcut | Action |
|----------|--------|
| `/` | Focus search |
| `Ctrl+U` | Open upload form |
| `Esc` | Close modal |
---
**Happy sailing! ⛵**