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User journey maps visualize the complete experience users have when interacting with DocuTrack, from initial discovery through advanced feature usage.
These journeys are designed around our core personas, ensuring each user type has an optimized path through the platform.

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Journey Mapping Methodology

Our user journeys are built using a persona-first approach:
  1. Persona Goals: Each journey starts with specific user goals from our defined personas
  2. Touchpoint Analysis: We identify every interaction point between user and platform
  3. Emotion Mapping: We track user emotions and frustrations throughout the journey
  4. Optimization Opportunities: We highlight areas for UX improvements and feature enhancements

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Core User Flows

  • Organization Setup
  • Workspace Creation
  • Document Sharing
  • Ownership Transfer
  • Guest Upload

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🏢 Create Organization/Team Space

Docutrack, create an organization
This journey enables enterprise users like Victoria (COO) and Marcus (Compliance Manager) to establish secure organizational environments. The flow accommodates both new user onboarding and existing user invitation:
  • Team Creation: Pro users can create teams with custom settings and branding
  • Role Assignment: Granular permission setting (member, admin, owner)
  • Invitation System: Automated email invitations with role-based access
  • Dual User Paths: Separate flows for new vs. existing users ensure smooth onboarding
The flow prioritizes institutional confidence with clear role definitions and professional invitation workflows that enterprise users expect.
Each journey map identifies key touchpoints, potential friction areas, and opportunities for delightful user experiences.