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Added a section on best practices.
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@ -183,6 +183,63 @@ You can also submit a document using the REST API, see :ref:`api-file_uploads` f
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.. _basic-searching:
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Best practices
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##############
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Paperless offers a couple tools that help you organize your document collection. However,
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it is up to you to use them in a way that helps you organize documents and find specific
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documents when you need them. This section offers a couple ideas for managing your collection.
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Document types allow you to classify documents according to what they are. You can define
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types such as "Receipt", "Invoice", or "Contract". If you used to collect all your receipts
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in a single binder, you can recreate that system in paperless by defining a document type,
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assigning documents to that type and then filtering by that type to only see all receipts.
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Not all documents need document types. Sometimes its hard to determine what the type of a
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document is or it is hard to justify creating a document type that you only need once or twice.
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This is okay. As long as the types you define help you organize your collection in the way
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you want, paperless is doing its job.
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Tags can be used in many different ways. Think of tags are more versatile folders or binders.
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If you have a binder for documents related to university / your car or health care, you can
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create these binders in paperless by creating tags and assigning them to relevant documents.
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Just as with documents, you can filter the document list by tags and only see documents of
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a certain topic.
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With physical documents, you'll often need to decide which folder the document belongs to.
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The advantage of tags over folders and binders is that a single document can have multiple
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tags. A physical document cannot magically appear in two different folders, but with tags,
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this is entirely possible.
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.. hint::
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This can be used in many different ways. One example: Imagine you're working on a particular
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tasks, such as signing up for university. Usually you'll need to collect a bunch of different
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documents that are already sorted into various folders. With the tag system of paperless,
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you can create a new group of documents that are relevant to this task without destroying
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the already existing organization. When you're done with the task, you could delete the
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task again, which would be equal to sorting documents back into the folder they belong into.
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Or keep the tag.
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All of the logic above applies to correspondents as well. Attach them to documents if you
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feel that they help you organize your collection.
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When you've started organizing your documents, create a couple saved views for document collections
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you regularly access. This is equal to having labeled physical binders on your desk, except
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that these saved views are dynamic and simply update themselves as you add documents to the system.
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Here are a couple examples of tags and types that you could use in your collection.
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* An ``inbox`` tag for newly added documents that you haven't manually edited yet.
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* A tag ``car`` for everything car related (repairs, registration, insurance, etc)
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* A tag ``todo`` for documents that you still need to do something with, such as reply, or
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perform some task online.
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* A tag ``bank account x`` for all bank statement related to that account.
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* A tag ``mail`` for anything that you added to paperless via its mail processing capabilities.
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* A tag ``missing_metadata`` when you still need to add some metadata to a document, but can't
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or don't want to do this right now.
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Searching
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#########
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