> ## Documentation Index
> Fetch the complete documentation index at: https://docutrack-docs.icpitalia.io/llms.txt
> Use this file to discover all available pages before exploring further.
# User Journey
> Complete user flows and interaction patterns
import { Callout } from '@mintlify/components'
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.**
## 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
## Core User Flows
### 🏢 Create Organization/Team Space
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.
### 📁 Create Workspace (Shared Folder)
Workspaces provide **secure collaboration spaces** within user canisters, ideal for Elena (Investment Analyst) managing deal documentation or Sarah (Legal Partner) organizing case files:
* **Folder Settings Dialog**: Configurable visibility and member permissions
* **Inheritance Model**: Child folders inherit parent permissions by default
* **Notification System**: Automated alerts to invited collaborators
* **Instant Access**: Direct routing to new workspace dashboard
The simplified flow reduces friction while maintaining security controls that professional users require.
### 🔗 Share a Secure Read-Only Document
This flow addresses the core use case for **legal and compliance professionals** requiring secure document distribution with audit trails:
* **Tokenized Links**: System-generated secure links with access controls
* **Access Logging**: Real-time tracking of document access attempts
* **User Verification**: Internet Identity integration for recipient authentication
* **Multiple Share Methods**: Email invitation or direct link copying
* **Access Confirmation**: System verifies successful document access
* **Notification Branching**: Different responses for successful vs. failed access attempts
The flow balances security with usability, providing legal-grade audit trails while maintaining intuitive sharing workflows.
### 🔄 Transfer File Ownership
Critical for **enterprise succession planning** and legal handovers, this flow ensures secure ownership transfer with proper verification:
* **Confirmation Dialog**: Clear transfer confirmation prevents accidental ownership changes
* **Bilateral Approval**: Both parties must confirm the transfer
* **System Verification**: Backend validation ensures transfer integrity
* **Audit Trail**: Complete logging of ownership transfer events
* **Exit Points**: Users can cancel at multiple stages
* **Clear Confirmations**: Explicit "Confirm transfer?" decision points
The workflow prioritizes security and reversibility, critical for legal and compliance scenarios where ownership transfers have significant implications.
### 📤 Upload on Invite (Guest User)
Enables **external collaboration** without requiring full platform onboarding, perfect for Alex (Privacy-focused Journalist) receiving sensitive documents or clients uploading files to Sarah's legal practice:
* **Streamlined Onboarding**: Minimal required information (name, key, expiration)
* **Document Verification**: System confirms successful upload
* **Access Notifications**: Real-time logging for invited user
* **Multiple Request Methods**: Link sharing or email invitations
* **Controlled Access**: Guest users have limited, scoped permissions
* **Time-bound Access**: Expiration controls for enhanced security
* **Upload Confirmation**: Clear feedback on successful document submission
The flow reduces barriers for external users while maintaining the security controls that invited users require. The dual-path approach accommodates both link-based and email-based invitations.
***
**Each journey map identifies key touchpoints, potential friction areas, and opportunities for delightful user experiences.**