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Getting Started with Nocarta

Welcome! This guide will help you get started based on what you want to accomplish.

Account Setup

Creating an Account

  1. Visit the Nocarta website
  2. Click Sign Up
  3. Enter your email
  4. Check your email for a magic link
  5. Click the link to complete signup

Setting Up Passkeys (Recommended)

  1. Go to Settings → Security
  2. Click Add Passkey
  3. Follow your device's biometric prompt
  4. Your passkey is registered

Passkeys let you log in without passwords using Face ID, Touch ID, or Windows Hello.

Quick Wins by Use Case

"I want to digitize a paper document"

  1. Go to Notebook → Create Note
  2. Take a photo or upload a PDF
  3. Wait a few seconds
  4. View your extracted text

"I want to create a fillable form"

  1. Go to Forms → Create Template
  2. Upload your form document
  3. Review the auto-detected fields
  4. Share the link with respondents

"I need to store sensitive credentials"

  1. Go to Secrets → Add Secret
  2. Choose the secret type
  3. Set protection level (Tier 1 or Tier 2)
  4. If Tier 2: Set up your vault master password first

"I want to automate a repetitive task"

  1. Install the Nocarta Desktop app
  2. Go to Automation → Create Automation
  3. Add steps for each action
  4. Bind any needed credentials
  5. Execute from the desktop app

Next Steps

Getting Help

  • AI Assistant: Ask questions in natural language - "How do I...?", "What is...?", "Why isn't...?"
  • Support Tickets: Create a ticket for issues that need human help
  • Documentation: You're reading it!

Pro tip: The AI Assistant understands context from your documents and can help troubleshoot specific issues.

Need More Help?

Ask AI Assistant