Readur User Guide Overview¶
Welcome to the comprehensive guide for using Readur's document management system. This guide covers everything from basic operations to advanced features.
Guide Structure¶
Getting Started¶
- Installation - Deploy Readur with Docker
- Quick Start - 5-minute setup guide
- Configuration - Customize your deployment
Core Features¶
- Document Management - Upload, organize, and manage documents
- OCR Processing - Extract text from scanned documents
- Search & Discovery - Find information quickly
- Labels & Organization - Categorize and structure content
Advanced Features¶
- Sources & Sync - Automated document import
- Advanced Search - Complex queries and filters
- User Management - Roles and permissions
- API Integration - Programmatic access
Administration¶
- Deployment - Production setup and scaling
- Monitoring - System health and metrics
- Backup & Recovery - Data protection
- Migration - Upgrades and data migration
Quick Navigation¶
By User Type¶
Document Users¶
Start here if you need to: - Upload and organize documents - Search for specific content - Export and share documents
Key Guides: 1. User Guide 2. Search Features 3. Labels Guide
System Administrators¶
Start here if you need to: - Deploy and configure Readur - Manage users and permissions - Monitor system health - Set up integrations
Key Guides: 1. Installation 2. Configuration 3. User Management 4. Deployment
Developers¶
Start here if you need to: - Integrate with the API - Customize Readur - Contribute to development
Key Guides: 1. API Reference 2. Development Setup 3. Architecture
By Task¶
Initial Setup¶
Document Processing¶
Search & Organization¶
Integration & Automation¶
Feature Highlights¶
Document Intelligence¶
- OCR in 100+ Languages: Process documents in virtually any language
- Format Support: PDF, images, Office documents, and text files
- Batch Processing: Handle thousands of documents efficiently
- Quality Enhancement: Automatic rotation, deskewing, and preprocessing
Search Capabilities¶
- Full-Text Search: Search within document content
- Boolean Logic: Complex queries with AND, OR, NOT
- Fuzzy Matching: Handle OCR errors and typos
- Filters: By date, type, size, labels, and more
Organization Tools¶
- Flexible Labels: Create custom categorization systems
- Bulk Operations: Apply changes to multiple documents
- Smart Collections: Saved searches that update automatically
- Multiple Views: List and grid layouts
Integration Options¶
- REST API: Complete programmatic access
- Source Sync: WebDAV, S3, local folders
- SSO/OIDC: Enterprise authentication
- Webhooks: Event-driven automation
Best Practices¶
Document Organization¶
- Consistent Naming: Use descriptive, standardized file names
- Label Strategy: Create a hierarchical label structure
- Regular Cleanup: Archive or remove outdated documents
- Folder Structure: Organize source folders logically
Performance Optimization¶
- OCR Settings: Balance quality vs. speed for your needs
- Concurrent Jobs: Match to available CPU cores
- Storage Backend: Use S3 for large collections
- Search Indexing: Schedule reindexing during off-hours
Security¶
- Change Defaults: Always change default passwords
- Enable HTTPS: Use SSL/TLS in production
- Regular Backups: Automate database backups
- Access Control: Use roles and permissions appropriately
Workflow Efficiency¶
- Bulk Upload: Process similar documents together
- Automation: Set up sources for automatic import
- Saved Searches: Create shortcuts for common queries
- Keyboard Shortcuts: Learn shortcuts for faster navigation
Troubleshooting Resources¶
Common Issues¶
Getting Help¶
- Documentation Search: Use the search bar above
- GitHub Issues: Report bugs
- Community Forum: Ask questions
- System Logs: Check logs for detailed error information
Version Information¶
This documentation covers Readur version 2.5.4 and later. Key features in recent versions:
Version 2.5.4¶
- S3 storage backend support
- Enhanced source synchronization
- Per-user watch directories
- Improved health monitoring
Version 2.5.0¶
- OIDC/SSO authentication
- Advanced search operators
- Bulk operations
- Performance improvements
Next Steps¶
New Users¶
- Start with the Quick Start Guide
- Read the User Guide
- Learn about Search Features
Administrators¶
- Review Configuration Options
- Set up Monitoring
- Plan Backup Strategy
Advanced Users¶
- Explore API Integration
- Configure Sources
- Optimize OCR Performance