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First Steps

This section helps you set up your Filedgr account and take your first steps: creating an account, selecting templates, creating vaults, uploading data, and sharing verification.

1) Account Setup & Login​

To get started, visit the Filedgr web platform and create your account.

You will be asked for basic details such as your email address, name, and organization (if applicable).

After verifying your email, you will gain access to your personal dashboard.

💡 Tip: During onboarding, Filedgr automatically sets up a managed wallet for you. This means you don't need a crypto wallet to begin. If desired, you can later connect an external wallet for advanced use cases.

Supported Login Methods​

  • Standard email + password
  • Social logins (e.g., Google, Microsoft, GitHub)
  • Multi-Factor Authentication (MFA) via authenticator app, SMS, or hardware key
  • Single Sign-On (SSO) for enterprise customers

2) Template Selection​

When you create a vault, you start by selecting a template. Think of a template as the blueprint for how your data will be organized and used.

Each template defines:

  • The required fields (e.g., document types, compliance metrics)
  • The verification rules that govern the data
  • How the data is structured for easy reporting and audits

Available Template Categories​

General Purpose​

  • Document Verification - Basic file attestation and timestamping
  • Data Integrity - Generic data verification and audit trails
  • File Sharing - Secure document sharing with access controls

Industry Specific​

Financial Services

  • Proof of Reserves - Asset verification and reporting
  • KYC Documentation - Customer onboarding and compliance
  • Transaction Records - Financial transaction attestation

Supply Chain

  • Product Tracking - End-to-end supply chain visibility
  • Origin Certification - Product authenticity and provenance
  • Sustainability Metrics - ESG reporting and compliance

Healthcare

  • Medical Records - HIPAA-compliant patient documentation
  • Clinical Trials - Research data integrity and compliance
  • Medical Devices - Device certification and tracking

Real Estate

  • Property Records - Ownership and transaction history
  • Inspection Reports - Property condition and compliance
  • Legal Documents - Contract verification and storage

Custom Templates​

For unique use cases, you can create custom templates:

  1. Start with a base template closest to your needs
  2. Modify fields and validation rules as required
  3. Add compliance requirements specific to your industry
  4. Test with sample data before going live
  5. Deploy to your organization once validated

3) Vault Creation​

A vault is your secure data container. Each vault is anchored on blockchain and linked to your chosen template.

What Happens When You Create a Vault​

  1. Secure space generation - IPFS storage allocated for your data
  2. Blockchain record creation - NFT minted and ownership assigned to you
  3. Permission setup - Customizable permissions allow only approved users to view or edit
  4. Smart contract deployment - Automated rules and workflows activated

Vault Configuration Options​

Basic Settings​

  • Vault Name - Descriptive name for easy identification
  • Description - Detailed explanation of vault purpose
  • Tags - Searchable keywords for organization
  • Category - Classification for reporting and filtering

Access Control​

  • Owner Permissions - Full control and ownership rights
  • Editor Permissions - Add and modify data
  • Viewer Permissions - Read-only access
  • Custom Permissions - Assign different roles to specific content

Storage Options​

  • Default IPFS - Distributed storage across Filedgr network
  • Private IPFS - Your own IPFS nodes
  • Hybrid Storage - IPFS with cloud backup
  • On-Premise - Your own infrastructure with Filedgr attestation

4) Upload Your Initial Data​

Once your vault is created, you can upload files and records:

Supported File Types​

  • Documents: PDF, DOCX, TXT, RTF
  • Spreadsheets: XLSX, CSV, ODS
  • Images: PNG, JPG, GIF, SVG, WEBP
  • Videos: MP4, MOV, AVI, WEBM
  • Data: JSON, XML, YAML
  • Archives: ZIP, TAR, 7Z

Data Organization Features​

Metadata and Tags​

Metadata and tags help organize and search later.

  • Custom metadata - Key-value pairs for searchability
  • Automatic tags - AI-generated tags based on content
  • Folder structure - Organize files hierarchically
  • Categories - Group related documents

Version Control​

Version control ensures every change is tracked and auditable.

  • Automatic versioning - Every change tracked and timestamped
  • Version comparison - See differences between versions
  • Rollback capability - Restore previous versions when needed
  • Branch management - Create different versions for testing

Bulk Operations​

  • Batch upload - Process multiple files simultaneously
  • Drag and drop - Simple file addition via web interface
  • API upload - Programmatic bulk operations
  • Import tools - Migrate from existing systems

5) Data Verification​

Uploads are automatically verified through our multi-step process:

Verification Steps​

  1. File Integrity Check - Ensure file wasn't corrupted during upload
  2. Cryptographic Hashing - Generate unique fingerprint (SHA-256)
  3. Blockchain Anchoring - Record hash on blockchain with timestamp
  4. IPFS Distribution - Replicate across decentralized network
  5. Verification Certificate - Generate proof document

Verification Status​

Processing States​

  • Uploading - File transfer in progress
  • Verifying - Cryptographic processing
  • Anchoring - Blockchain transaction pending
  • Verified - Complete verification with proof
  • Failed - Error occurred, retry needed

Verification Proofs​

  • Blockchain Transaction ID - Immutable record reference
  • IPFS Hash - Content-addressed storage reference
  • Timestamp - Exact time of verification
  • Certificate - Downloadable verification document

6) Secure Sharing​

Filedgr makes it easy to share verifiable proof with auditors, regulators, or partners. The platform is built with the capability to provide advanced sharing options, such as:

  • Time-limited access - Set expiration dates
  • Password protection - Additional security layer
  • Download restrictions - View only, no downloading
  • Access logging - Track who viewed what when
  • Proof without data - Verify integrity without exposing content
  • Public verification - Anyone can verify authenticity
  • Embeddable proofs - Add to websites or documents
  • QR codes - Easy mobile verification

Collaboration Access​

  • Team permissions - Grant access to team members
  • Partner sharing - Secure external collaboration
  • Stakeholder dashboards - Custom views for different audiences
  • API access - Programmatic integration

Access Management​

Permission Levels​

OWNER    - Full control, can delete vault
ADMIN    - Manage permissions and settings
EDITOR   - Add, modify, and remove data
VIEWER   - Read-only access to data
AUDITOR  - Read-only with audit trail access
CUSTOM   - Specific permissions as defined

Advanced Controls​

  • IP restrictions - Limit access by location
  • Time windows - Access only during specific hours
  • Device limits - Restrict to specific devices
  • Multi-factor requirements - Force additional authentication

7) Verification and Audit​

Every action in Filedgr creates an immutable audit trail:

Audit Trail Components​

User Actions​

  • Login/logout events - Authentication history
  • Data uploads - What was added when
  • Permission changes - Who modified access controls
  • Sharing activities - What was shared with whom

System Events​

  • Verification completions - Successful blockchain anchoring
  • Failed operations - Errors and retry attempts
  • Maintenance activities - System updates and changes
  • Security events - Failed login attempts, unusual activity

Compliance Features​

Regulatory Support​

  • GDPR compliance - Data protection and privacy rights
  • HIPAA compliance - Healthcare data security
  • SOX compliance - Financial reporting accuracy
  • ISO 27001 - Information security management

Automated Reporting​

  • Compliance dashboards - Real-time compliance status
  • Audit reports - Generated reports for regulators
  • Exception alerts - Notifications of compliance issues
  • Remediation tracking - Progress on fixing issues

8) Integration and Automation​

API Integration​

Connect Filedgr to your existing systems:

// Example: Automated vault creation from ERP
const erpIntegration = {
  trigger: 'new_product_batch',
  action: async (batchData) => {
    const vault = await filedgr.createVault({
      templateId: 'manufacturing-batch-v1',
      name: `Batch ${batchData.batchNumber}`,
      data: {
        batchNumber: batchData.batchNumber,
        productionDate: batchData.date,
        qualityMetrics: batchData.quality
      }
    });

    // Attach quality certificates
    await filedgr.attachFile(vault.id, batchData.certificates);

    return vault;
  }
};

Webhook Notifications​

Get real-time updates on important events:

{
  "event": "vault.verification_complete",
  "data": {
    "vaultId": "vault_abc123",
    "timestamp": "2024-01-15T10:30:00Z",
    "blockchainTx": "0x1234...",
    "status": "verified"
  }
}

No-Code Integrations​

  • Zapier - Connect to 5000+ apps
  • Microsoft Power Automate - Enterprise workflow automation
  • IFTTT - Simple automation rules
  • Custom webhooks - Direct integration with your systems

9) Mobile Access​

Data Wallet Mobile App​

Download the Filedgr Data Wallet app for:

Core Features​

  • Vault management - Create and manage vaults on-the-go
  • File uploads - Take photos and upload directly
  • Verification checks - Scan QR codes to verify documents
  • Push notifications - Important updates and alerts
  • Offline viewing - Access cached data without internet

Mobile-Specific Capabilities​

  • Camera integration - Capture documents directly
  • GPS tagging - Add location data to uploads
  • Biometric security - Fingerprint and face ID
  • Share sheet integration - Share from other apps
  • Background sync - Automatic data synchronization

10) Monitoring and Analytics​

Dashboard Analytics​

Usage Metrics​

  • Storage utilization - How much space you're using
  • Verification status - Success rates and pending items
  • Access patterns - Who's accessing what when
  • Geographic distribution - Where data is being accessed

Business Intelligence​

  • Compliance scoring - Overall compliance health
  • Risk indicators - Potential issues and alerts
  • Performance metrics - System performance and uptime
  • Cost analysis - Spending patterns and optimization

Alerts and Notifications​

System Alerts​

  • Verification failures - Failed blockchain transactions
  • Storage limits - Approaching quota limits
  • Security events - Unusual access patterns
  • Maintenance windows - Planned system updates

Business Alerts​

  • Compliance violations - Policy breaches requiring attention
  • Audit deadlines - Upcoming compliance requirements
  • Document expiration - Time-sensitive document alerts
  • Stakeholder notifications - Updates for partners/auditors

Getting Help​

Support Resources​

Documentation​

  • User guides - Step-by-step instructions
  • Video tutorials - Visual learning resources
  • FAQ database - Common questions and answers
  • Best practices - Optimization recommendations

Community​

  • User forum - Connect with other Filedgr users
  • Discord community - Real-time chat and support
  • Webinar series - Regular training sessions
  • User groups - Industry-specific communities

Direct Support​

  • Email support - support@filedgr.com
  • Live chat - Available during business hours
  • Phone support - For enterprise customers
  • Dedicated support manager - For premium accounts

Next Steps​

Immediate Actions​

  1. Create your account - Get started today
  2. Schedule a demo - See it in action
  3. Browse templates - Find the right structure
  4. Join our community - Connect with others

Advanced Features​

The journey to trusted data starts with a single vault. Begin today and experience the power of verifiable records.