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Screenshot Guide for Documentation

This guide explains how to add screenshots to the documentation pages.

Regenerating all media on demand

From the repository root:

./scripts/refresh_docs_media.sh           # static PNGs + WebM + manifest
./scripts/refresh_docs_media.sh --static # PNGs only
./scripts/refresh_docs_media.sh --verify-only

See src/docs/SCREENSHOT_AUTOMATION.md for the full reproducibility workflow.

Screenshot Requirements

The documentation includes placeholder markers like:

:::info[Screenshot Needed]
**Screenshot 1:** Description of what to capture
:::

Each marker indicates:

  • Screenshot number - Reference number for the screenshot
  • Description - What should be captured in the screenshot

Where to Place Screenshots

  1. Create screenshots directory:

    src/docs/static/img/screenshots/
  2. Name screenshots:

    • Use descriptive names matching the screenshot number
    • Format: screenshot-{number}-{description}.png
    • Example: screenshot-1-case-card-overview.png
  3. Add to documentation: Replace the placeholder marker with:

    ![Screenshot 1: Case card overview](@site/static/img/screenshots/screenshot-1-case-card-overview.png)

Screenshot Checklist

  • Screenshot 0: Gallery landing after login (header, Manage, filters, ≥2 case cards) — screenshot-0-gallery-landing.png

Case Card Documentation (gallery/case-actions.md)

  • Screenshot 1: Case card overview (header bar, terminal badge, container code, date, picture count, Send button)
  • Screenshot 2: Terminal badge close-up (color-coded terminal name)
  • Screenshot 3: Case card with selection checkbox checked (all pictures selected)
  • Screenshot 4: Tag chips with "+ Tag" button and dropdown menu open
  • Screenshot 5: License plate in edit mode (inline input field)
  • Screenshot 6: Comment in edit mode (inline input field)
  • Screenshot 7: "Post" button in active (highlighted) state
  • Screenshot 8: "Unhide" button when hidden pictures exist
  • Screenshot 9: Send log preview badge with tooltip on hover
  • Screenshot 10: "Links" button and share links panel expanded
  • Screenshot 11: Case menu open (More menu with all actions)
  • Screenshot 12: Upload form opened from case menu (pre-filled)
  • Screenshot 13: Download in progress with progress indicator
  • Screenshot 14: Move case dialog (destination picker)
  • Screenshot 15: Copy case dialog (destination picker)
  • Screenshot 16: Delete case confirmation dialog
  • Screenshot 17: "Send" button with tooltip, Send To modal opening
  • Screenshot 18: Multiple pictures selected (checkmarks, selection bar)
  • Screenshot 19: Selection bar with all action buttons
  • Screenshot 20: Picture thumbnails grid with status indicators
  • Screenshot 21: Share links panel expanded (multiple links)
  • Screenshot 22: Metadata panel open (full case details)

Send Workflow Documentation (send/send-workflow.md)

  • Screenshot 1: Case card "Send" button, Send To modal opening
  • Screenshot 2: Selection bar with "Send" button highlighted
  • Screenshot 3: Send To modal fully open (all sections visible)
  • Screenshot 4: Frequent and latest destination chips
  • Screenshot 5: EDI destination with Estimate ID, Date, Message Body fields
  • Screenshot 6: AEMS destination with maintenance order selection dialog
  • Screenshot 7: Auto-send in progress ("Sending..." status)
  • Screenshot 8: New Mail selected, email composition fields visible
  • Screenshot 9: To field with multiple email chips, one invalid highlighted
  • Screenshot 10: Email composition fields fully filled
  • Screenshot 11: "Send link instead of attachments" toggle enabled
  • Screenshot 12: Recent recipients chips and "Save to contacts" prompt
  • Screenshot 13: Frequent destinations showing email presets
  • Screenshot 14: Complete EDI send workflow (destination, fields, Send button)
  • Screenshot 15: Complete email send workflow (all fields filled, ready)
  • Screenshot 16: Different status messages (Sending, Queued, Scheduled)
  • Screenshot 17: Error states (invalid email, missing field, send failure)
  • Screenshot 18: Dry run preview dialog
  • Screenshot 19: Send Log with failed send and Retry button

Screenshot Guidelines

Quality Requirements

  • Resolution: Minimum 1920x1080, preferably higher
  • Format: PNG format for best quality
  • File Size: Optimize images (aim for < 500KB per screenshot)
  • Clarity: Ensure text is readable, UI elements are clear

Content Guidelines

  • Highlight Key Elements: Use arrows, boxes, or annotations to highlight important UI elements
  • Show Context: Include enough of the interface to provide context
  • Consistent Style: Use consistent browser/OS theme across screenshots
  • Remove Sensitive Data: Blur or remove any sensitive information (email addresses, container codes, etc.)

Annotation Tools

Consider using annotation tools to:

  • Add numbered callouts for key features
  • Highlight important buttons or fields
  • Add explanatory text overlays
  • Draw attention to specific UI elements

Tools for Screenshots

Taking Screenshots

  • Windows: Snipping Tool, Windows + Shift + S
  • macOS: Cmd + Shift + 4, or Screenshot app
  • Linux: Various tools (Flameshot, Shutter, etc.)
  • Browser Extensions: Full Page Screen Capture, Awesome Screenshot

Editing/Annotating

  • Free: GIMP, Paint.NET, Photopea (online)
  • Paid: Adobe Photoshop, Snagit
  • Online: Canva, Photopea, Remove.bg

Optimization

  • TinyPNG: Compress PNG files
  • ImageOptim: Batch optimize images
  • Squoosh: Google's image compression tool

Workflow

  1. Review Documentation:

    • Read the documentation page
    • Identify all screenshot placeholders
    • Understand what each screenshot should show
  2. Prepare Environment:

    • Use a clean test account
    • Set up test data (cases, pictures, destinations)
    • Use consistent browser/theme settings
  3. Capture Screenshots:

    • Follow the checklist above
    • Capture in order (easier to track)
    • Name files according to the convention
  4. Edit and Annotate:

    • Add annotations if needed
    • Highlight key elements
    • Remove sensitive data
  5. Optimize:

    • Compress images
    • Ensure reasonable file sizes
    • Verify quality is maintained
  6. Add to Documentation:

    • Place files in static/img/screenshots/
    • Update markdown files with image references
    • Remove placeholder markers
  7. Test:

    • Build the docs site: npm run build
    • Verify all images load correctly
    • Check image quality in the built site

Example Screenshot Workflow

  1. Identify Need:

    :::info[Screenshot Needed]
    **Screenshot 1:** Case card overview showing header bar, terminal badge, container code, date, picture count, and Send button.
    :::
  2. Capture:

    • Navigate to Gallery
    • Find a case card
    • Take screenshot (1920x1080 or higher)
    • Save as screenshot-1-case-card-overview.png
  3. Edit (if needed):

    • Add annotations highlighting key elements
    • Blur sensitive data
    • Optimize file size
  4. Place File:

    • Save to src/docs/static/img/screenshots/screenshot-1-case-card-overview.png
  5. Update Documentation:

    ![Screenshot 1: Case card overview](@site/static/img/screenshots/screenshot-1-case-card-overview.png)

    The case card header contains essential information and quick actions.
  6. Remove Placeholder:

    • Delete the :::info Screenshot Needed block

Tips

  • Batch Capture: Take all screenshots in one session for consistency
  • Use Test Data: Create dedicated test cases/pictures for documentation
  • Consistent Browser: Use the same browser and zoom level for all screenshots
  • Clean State: Start with a clean UI state (no open modals, etc.)
  • Multiple Attempts: Take multiple versions and choose the best one
  • Version Control: Keep original screenshots before optimization

Maintenance

  • Update Screenshots: When UI changes, update corresponding screenshots
  • Review Regularly: Check that screenshots still match current UI
  • Remove Obsolete: Delete screenshots for removed features
  • Document Changes: Note UI changes that affect screenshots

For questions or assistance with screenshots, contact the documentation team.