Complete User Journey: Mobile Testing Guide 📱

Welcome! This guide walks you through every feature of the app, from creating your account to sharing your first professional data room. It's written in simple steps so anyone can follow along on their mobile device.

Developer note

The automated test pipeline is currently healthy again. Before or after running this manual guide, developers should also run:

npm run type-check
npm run lint
npm test

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1. Getting Started: Create Your Account

Goal: Join the platform in seconds.

1. Visit the Signup Page: Go to the signup link on your phone.
2. Enter Details: Fill in your name, email, and choose a strong password.
3. Confirm: Tap the "Create Account" button.
4. Welcome Home: You should land on your empty Dashboard. Look for the "Create your first deck" button.

2. Your First Deck: Uploading & Managing

Goal: Get your content onto the platform.

1. Add a Deck: Tap "Create Deck" or the "+" icon.
2. Upload: Select a PDF or images from your phone's files.
3. Name It: Give your deck a title (e.g., "My Pitch Deck").
4. Save: Tap "Save." Your deck should now appear as a card on your dashboard.

3. Organizing: Creating a Data Room

Goal: Group your decks for different investors.

1. Go to Data Rooms: Tap the "Data Rooms" icon in the bottom menu.
2. New Room: Tap "Create Data Room."
3. Description: Give it a name like "Series A Investor Room" and a short description.
   • Note: You'll see a real-time preview of your namespaced URL (e.g. deckly.app/your-name/seed-room).
4. Create: Tap "Create." You now have a secure folder for your documents.

4. Building the Room: Adding Decks

Goal: Assemble your documents.

1. Open Room: Tap the Data Room you just created.
2. Add Existing: Tap "Add Assets" and select the deck you uploaded in Step 2.
3. Check Visibility: You should see that deck listed inside your Data Room.

5. Direct Uploads: Speeding Things Up

Goal: Add new files directly where they belong.

1. Inside a Room: While still in your Data Room, look for the "Upload Asset" button.
2. Instant Upload: Pick a new file from your phone and upload it directly.
   • Check: This file should now show up in your Data Room AND on your main Dashboard automatically.

6. Sharing Your Work: The Link Test

Goal: See what your investors will see.

1. Share: Inside your Data Room, tap the "Share" or "Copy Link" button.
2. The Link: Copy the link to your clipboard. It should be in the format /:username/:slug.
3. Private Test: Open a new "InPrivate" or "Incognito" tab in your phone's browser and paste that link.
4. The View: Ensure you can see your decks exactly as you intended. Navigate between assets using the sidebar or mobile drawer.

7. Pro Security: Expiry & Passwords

Goal: Total control over who sees your data.

1. Settings: Go back to your Data Room and tap the gear icon or "Settings."
2. Password: Turn on "Require Password" and type in a secret code.
3. Email Gate: Turn on "Require Email."
4. Test Validation: Open the share link in an Incognito tab.
   • Check: Try entering an invalid email like user@. It should show an error: "Please enter a valid email address."
   • Check: Try entering an email with spaces like user@example.com. It should be automatically trimmed and accepted.
5. Expiry: Set an "Expiry Date" for 1 hour from now.
6. Test Again: Refresh that Private tab.
   • Check: It should now ask for a password before showing any documents.
   • Check: It should show a warning or lock you out if the time has passed.

8. Advanced: Reordering & Room Analytics

Goal: Perfect the investor presentation.

1. Reorder Assets: In your Data Room, use the drag handle (three lines) to move your second document to the top.
   • Check: The list should update instantly without a page refresh.
2. View Aggregated Signals: Look at the "Visitor Signals" section on the Room detail page.
   • Check: It should show engagement across ALL assets in the room combined.

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9. Analyzing Interest: The Stats Check

Goal: See who is looking at your work.

1. Dashboard: Navigate back to your main Dashboard.
2. Stats Refreshed: Check your "Total Visits" graph.
   • Note: Remember, if YOU were the one viewing the link while logged in, the count won't go up. We only count views from real investors!

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Need Help?

If any button is hard to tap or if a step feels confusing, please reach out so we can make it even simpler!