Welcome to PageFinder!

Your comprehensive guide to getting started with document search and AI-powered chat

πŸ‘€Step 1: Sign Up and Login

Before you can start using PageFinder, you need to create a free account and log in.

Creating Your Account:

  1. 1 Visit the Sign Up Page: Click "Sign up here" on the login screen
  2. 2 Choose Your Method: Sign up with Google (fastest) or create a username and password
  3. 3 Verify Your Email: Check your email for a verification link and click it to activate your account
  4. 4 Complete Your Profile: Once verified, log in and you're ready to start!

Logging In:

  1. 1 Google Sign-In: Click "Continue with Google" for quick access using your Google account
  2. 2 Username/Password: Use your registered username and password

πŸ“Step 2: Upload and Manage Your Documents

Once logged in, the first step is to upload documents that you want to search and chat with.

Uploading Documents:

  1. 1 Navigate to Files: Look for the upload button or drag-and-drop area in the interface
  2. 2 Select Your Files: Choose files to upload (PDF, DOCX, TXT, XLSX, PPTX, JPEG, PNG formats supported)
  3. 3 Wait for Processing: Your documents will be indexed for search. This may take a few moments to several minutes depending on file size
  4. 4 Verify Processing Status: Check that documents show as "Processed" before searching
File Management Interface
The file management interface showing your uploaded documents with processing status indicators and options to view, organize, and manage your document collection.

⚠️ Important: Wait for Processing

Large documents may take a few minutes to process. You must wait until processing is complete before documents become searchable. Look for the "Processed" status indicator.

πŸ”Step 3: Find Exact Pages

Once your documents are processed, you can search to pinpoint specific pages using multiple methods.

Types of Searches:

  1. 1 Keyword Search: Enter specific words or phrases to find exact text matches in your documents
  2. 2 Image Similarity Search: Upload a reference image to find visually similar pages (perfect for finding matching charts, diagrams, layouts, or visual patterns). Use the score slider to adjust the similarity threshold - higher scores return only very similar matches, while lower scores cast a wider net
  3. 3 Text-to-Image Search: Describe what you're looking for in words and find pages with matching visual content (e.g., "bar chart showing sales data" or "photo of a building")
  4. 4 Advanced Filters: Narrow your search by folder, file name, or specific page ranges to quickly find exactly what you need
  5. 5 Save Search Criteria: Save your search filters and criteria for future reuse. Perfect for recurring searches - just load your saved search instead of recreating filters each time
Search Interface
The search interface: Enter keywords for text search, upload reference images for visual similarity search, or describe visual content for text-to-image search. View results with page previews and relevance scores.

πŸ“šStep 4: Create Binders and Organize Pages

After finding relevant pages through search, you can organize them into binders. Binders help you collect and organize pages from different documents into meaningful collections for easy access and management.

Creating and Using Binders:

  1. 1 Click the "Create New Binder" button in the Binders view
  2. 2 Give your binder a descriptive name (e.g., "Presentation Charts", "Expense Reports", "Phone Bills")
  3. 3 Add documents to your binder by selecting files or dragging and dropping
  4. 4 View all documents in a binder with thumbnail previews and page counts

Adding Pages to Binders:

There are multiple ways to add pages to your binders:

  1. 1 From Search Results: When viewing search results, click the "Add to Binder" button next to any page to add it to an existing binder or create a new one
  2. 2 Add All Results: Use the "Add All to Binder" button to add multiple search result pages to a binder at once

Customizing Page Items:

Each page item in a binder can be customized for better organization and visual clarity:

  1. 1 Page Range Selection: Include not just single pages but page ranges (e.g., pages 5-10) or even entire documents in one item. This is useful when related content spans multiple pages
  2. 2 Hide Items: Temporarily hide page items from view without deleting them
  3. 3 Add Notes: Click on any page item to add notes and annotations for context
  4. 4 Change Card Colors: Assign different colors to page cards for visual categorization and quick identification
Edit Page Item Window

The edit subwindow for customizing page items

Binder Management Functions:

Each binder has powerful management tools accessible from the binder view:

  1. 1 View Statistics: Track page counts, view counts, and engagement metrics for your binder
  2. 2 Edit Binder: Rename the binder, add descriptions, and update binder settings
  3. 3 Print: Export the entire binder as a single PDF file, including all pages in the binder along with your notes and annotations. Perfect for offline use, sharing via email, or creating archival copies
  4. 4 Share: Generate shareable links to collaborate with others
  5. 5 Delete: Remove the binder (does not delete original documents)
Binder Management Functions
Binder management toolbar: Access statistics, edit settings, print, share, and delete functions all in one place.
Binders Overview
View all your binders with thumbnail previews. Each binder shows page count, view count, and preview images of contained documents.
Binder Detail View
Inside a binder: View all documents with page references and thumbnail previews. Example shows "Presentation Charts" binder with 8 items including various budget reports and charts.
Editing a Binder
Edit binder details: Rename binders, add descriptions, and manage binder settings to keep your collections organized.

πŸ€–Step 5: Chat with Your Documents

Beyond searching for specific pages, you can have conversations with your documents using AI chat. The AI will analyze your documents and provide intelligent answers with source references.

How to Use AI Chat:

  1. 1 Navigate to Chat: Click on the chat interface from the main menu
  2. 2 Ask Questions: Type your question or request in natural language
  3. 3 Get AI Responses: The AI will search through your documents and provide relevant answers with page references
  4. 4 Save Conversations: Save important chat sessions for future reference
AI Chat Interface
The AI chat interface where you can have natural conversations about your documents, ask questions, and receive intelligent answers with source references.

πŸ”—Step 6: Share Binders and Chat Results

PageFinder makes it easy to share your findings with others. You can share both organized binders and chat conversation results.

Sharing Binders:

  1. 1 Open a Binder: Navigate to the binder you want to share
  2. 2 Click Share: Look for the share button or icon in the binder view
  3. 3 Generate Link: Create a shareable link that others can access
  4. 4 Set Permissions: Control whether recipients can view only or also edit the binder
  5. 5 Send Link: Share the link via email, messaging, or any communication method

Sharing Chat Results:

  1. 1 Complete Your Chat: Have a conversation with your documents and get the information you need
  2. 2 Share Conversation: Use the share option in the chat interface
  3. 3 Generate Share Link: Create a link that includes the conversation and source references
  4. 4 Recipients View Results: Others can see the chat conversation, AI responses, and source page references without needing to log in

πŸ—ΊοΈNavigating the Interface

Main Components:

  1. 1 Header: Contains your profile, settings, and main navigation
  2. 2 Sidebar: Quick access to files, search, and chat features
  3. 3 Main Area: Displays search results, chat conversations, or document management interface
  4. 4 File Panel: Shows your uploaded documents in an organized list
Main Interface Navigation
The main interface showing the search functionality with file sidebar, search input area, and results display section.

πŸ”§Troubleshooting

Common Issues:

Login Problems

Try refreshing the page, clearing cache, or using "Forgot Password" if needed

Upload Failures

Check file format (PDF, DOCX, TXT, XLSX, PPTX, JPEG, PNG), file size limits, and internet connection

Search Not Working

Ensure documents are fully processed (check status indicators)

πŸ”’Privacy & Security

Your Data Protection:

  1. 1 Secure Authentication: Login protected by AWS Cognito
  2. 2 Encrypted Storage: Your documents are securely stored and encrypted
  3. 3 Private Access: Only you can access your uploaded documents
  4. 4 Data Control: You can delete your documents anytime

πŸ›‘οΈ Security Best Practices

Always log out when using shared computers, use strong passwords, and don't share your login credentials.

✨Ready to Get Started?

You now have everything you need to make the most of PageFinder!

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