UniDocVerse Help Guide

1What is UniDocVerse?

UniDocVerse is a private document intelligence platform that lets you upload, analyze, and ask questions about any document — entirely on your own machine. No document ever leaves your device. All AI processing runs on phi3:mini via Ollama, a compact local language model.

Who It's For

2Installation

Option A — macOS Desktop (DMG)

The DMG is a fully self-contained installer. It bundles PostgreSQL, Ollama, phi3:mini, and the FastAPI backend — no internet connection required after installation.

1. Download unidocverse_0.1.0_universal.dmg from the downloads page.
2. Open the DMG and drag UniDocVerse.app to your Applications folder.
3. Double-click UniDocVerse in Applications to launch.
4. On first launch macOS may show a security prompt — click Open.
5. The app starts PostgreSQL, Ollama, and the backend in the background (≈15 seconds).
6. The web interface loads in the app window. You're ready.

What happens on first launch

Option B — Docker (Server / Team Mode)

Run UniDocVerse as a multi-container stack for shared team access or server deployment.

# Pull and start all services
docker compose up -d

# Or pull the pre-built all-in-one image
docker pull bommavj/unidocverse:latest
docker run -p 80:80 bommavj/unidocverse:latest

Open http://localhost in your browser. Services included:

3First-Time Setup

Logging In

1. Open UniDocVerse (desktop app or http://localhost).
2. Enter your username and password, then click Sign In.
3. You're directed to the Dashboard.

Setup Checklist

Dashboard Overview

After login, the Dashboard shows your at-a-glance summary: total documents, active alerts, storage used, documents uploaded this week, a needs-attention list, a recent activity feed, and a document type distribution chart.

4Document Upload

Supported File Types

Maximum file size: 50 MB per file. Multiple files can be uploaded simultaneously.

How to Upload

1. Click Upload in the left sidebar.
2. Drag files onto the drop zone, or click Browse to select them.
3. Watch each file's progress indicator — stages: Uploading → Extracting text → Running phi3:mini → Indexing.
4. When status shows ✓ Analyzed, the document is ready.

What the AI Does Automatically

Document Sheet — Five Tabs

Click any document to open its detail panel:

5Ask AI

Ask natural-language questions about any document — or across your entire library simultaneously.

Per-Document Questions

Open a document → click the Ask AI tab. Questions are answered using only that document's content. The AI adapts its role to the document type:

Global Ask AI

Click Ask AI in the sidebar navigation to search across all documents simultaneously. The system retrieves the most relevant passages from any document and generates a unified answer.

How Answers Are Generated

1. Your question is converted to a vector embedding.
2. pgvector finds the most semantically relevant text passages.
3. phi3:mini generates an answer grounded only in those passages.
4. The answer streams token-by-token as it is generated.
5. A confidence score is calculated and displayed.

6Semantic Search

The Search page uses pgvector to find documents by meaning, not just keywords. Searching "when does my coverage end?" finds policies with expiration dates even if those exact words don't appear in the document.

How to Search

1. Click Search in the sidebar.
2. Type a natural-language query in the search box.
3. Results appear as you type (400ms debounce).
4. Each result shows a match score — ≥70% Excellent 50–69% Good <50% Fair.
5. Click Open → on any result to view the full document.

7Conversation History

Every question you ask about any document is stored and searchable in the History page.

Layout

Left panel — all documents you've had conversations with, showing the most recent question, turn count, and time elapsed. Right panel — the full Q&A thread for the selected document, with questions in indigo bubbles and answers in white bubbles with confidence scores.

Searching Past Conversations

1. Click History in the sidebar.
2. Type in the search bar at the top of the sidebar panel.
3. Matching Q&A pairs appear — click one to jump directly to that turn in the thread, highlighted.

Deleting Conversations

Hover over any Q&A card in the thread to reveal the delete button. Confirm in the prompt to remove that exchange. Use Load More at the bottom of the thread to paginate older conversations.

8Compliance Hub

Click Compliance in the sidebar to access three tabs: Deadlines, Alerts, and Audit Trail.

Alerts

Proactive alerts generated by document analysis, sorted by severity:

Filter by severity tab, search by filename, and click Open → to navigate directly to the source document.

Deadlines

All upcoming compliance-related deadlines extracted from documents, sorted by urgency. Mark deadlines as complete when resolved.

Audit Trail

Complete log of all system actions — uploads, deletions, questions asked, setting changes — with timestamp, user, and action type. Fully searchable.

9Analytics

The Analytics Hub provides collection-level insights about your document library: total document counts, type distribution, processing statistics, storage usage trends, and alert volume over time.

For per-document analytics, open any document and click the Analytics tab in the document sheet to see structured data extracted specifically for that document type.

10AI Agent

The AI Agent uses a ReAct (Reason + Act) loop to perform multi-step tasks across your document library. It can search documents, retrieve client data, analyze policies, and compile reports — autonomously, with your approval for sensitive actions.

Starting an Agent Run

1. Click Automation in the sidebar, then the Agent tab.
2. Type a task description (e.g., "Find all policies expiring in the next 30 days and summarize the coverage gaps").
3. Click Run. The agent begins its reasoning loop.
4. Each step is shown in real-time in the Agent Queue panel — tool calls, reasoning, and results.
5. If the agent needs your approval for an action, it pauses and shows an approval card.

11Document Research Agent

The Document Research Agent is a multi-step AI reasoning engine that answers complex questions by autonomously searching, reading, and synthesizing information across your entire document library. Unlike single-document Q&A, it can cross-reference multiple documents, filter by type, and produce a comprehensive cited answer in one shot.

How It Works

The agent runs a ReAct loop (Reason + Act) — it thinks through your question, decides which tool to use next, observes the result, and repeats until it has enough evidence to write a final answer. Each step is shown in real time.

Running a Research Query

1. Navigate to Analytics & Insights → Document Research Agent.
2. Type your question in the research input — or click one of the example chips to get started.
3. Click Research. The agent begins its reasoning loop immediately.
4. Watch each step appear in real time: tool name, its reasoning, and the result it observed.
5. Click any step card to expand it and read the full detail of that reasoning step.
6. The Final Answer appears at the bottom once all evidence is gathered.

Example Questions

Research History

Every research run is saved automatically. Access past research sessions from Analytics & Insights → Agent Conversation History. The history panel shows all prior questions in the left sidebar — click any entry to reload its full step-by-step reasoning and final answer.

12Industry Modules

UniDocVerse ships with optional industry modules enabled by an administrator in Settings → Features. Each module unlocks a set of sidebar sections and document hub tabs.

Enabling a Module

1. Log in as an administrator.
2. Go to Settings → Features.
3. Toggle the desired module On.
4. The sidebar immediately shows the new section — no restart needed.

13MCP / AI Integration

UniDocVerse exposes a Model Context Protocol (MCP) server at http://localhost:8000/mcp/sse. Connect it to AI coding tools to query your documents and run UniDocVerse tools from inside your AI assistant.

Supported Clients

What You Can Do via MCP

Once connected, your AI client can call any UniDocVerse tool — search documents, query clients and policies, retrieve analytics, manage approvals, run the AI agent, and more — directly from within your AI assistant's chat or code completion interface.

14Admin & Settings

The Settings page is only visible to administrators. It has four tabs:

Users Tab

Features Tab

Enable or disable industry modules, compliance/risk, and operations sections. Changes take effect instantly with no restart required.

Password Tab

Change your own account password. Enter current password, new password, and confirm. Minimum 8 characters.

RBAC — Roles

15Report an Issue

Found a bug, have a feature request, or need to ask a question? Use the Report Issue form built directly into UniDocVerse — no external tools or email required.

How to Submit an Issue

1. Click Report Issue in the left sidebar.
2. Enter a clear Title summarizing the problem or request.
3. Choose an Issue Type:

1. Set a Priority — Critical High Medium Low
2. Write a detailed Description — include steps to reproduce, what you expected, and what actually happened.
3. Click Submit. You'll see a confirmation once it's received.

Who Can See Your Report?

Administrators can view, manage, and act on all submitted issues from the Settings → Issue Tracker page.

16Troubleshooting

17System Requirements