mirror of
https://github.com/paperless-ngx/paperless-ngx.git
synced 2025-04-02 13:45:10 -05:00
Added a section on best practices.
This commit is contained in:
parent
91c722feff
commit
d3cf85b9e9
@ -183,6 +183,63 @@ You can also submit a document using the REST API, see :ref:`api-file_uploads` f
|
|||||||
|
|
||||||
.. _basic-searching:
|
.. _basic-searching:
|
||||||
|
|
||||||
|
|
||||||
|
Best practices
|
||||||
|
##############
|
||||||
|
|
||||||
|
Paperless offers a couple tools that help you organize your document collection. However,
|
||||||
|
it is up to you to use them in a way that helps you organize documents and find specific
|
||||||
|
documents when you need them. This section offers a couple ideas for managing your collection.
|
||||||
|
|
||||||
|
Document types allow you to classify documents according to what they are. You can define
|
||||||
|
types such as "Receipt", "Invoice", or "Contract". If you used to collect all your receipts
|
||||||
|
in a single binder, you can recreate that system in paperless by defining a document type,
|
||||||
|
assigning documents to that type and then filtering by that type to only see all receipts.
|
||||||
|
|
||||||
|
Not all documents need document types. Sometimes its hard to determine what the type of a
|
||||||
|
document is or it is hard to justify creating a document type that you only need once or twice.
|
||||||
|
This is okay. As long as the types you define help you organize your collection in the way
|
||||||
|
you want, paperless is doing its job.
|
||||||
|
|
||||||
|
Tags can be used in many different ways. Think of tags are more versatile folders or binders.
|
||||||
|
If you have a binder for documents related to university / your car or health care, you can
|
||||||
|
create these binders in paperless by creating tags and assigning them to relevant documents.
|
||||||
|
Just as with documents, you can filter the document list by tags and only see documents of
|
||||||
|
a certain topic.
|
||||||
|
|
||||||
|
With physical documents, you'll often need to decide which folder the document belongs to.
|
||||||
|
The advantage of tags over folders and binders is that a single document can have multiple
|
||||||
|
tags. A physical document cannot magically appear in two different folders, but with tags,
|
||||||
|
this is entirely possible.
|
||||||
|
|
||||||
|
.. hint::
|
||||||
|
|
||||||
|
This can be used in many different ways. One example: Imagine you're working on a particular
|
||||||
|
tasks, such as signing up for university. Usually you'll need to collect a bunch of different
|
||||||
|
documents that are already sorted into various folders. With the tag system of paperless,
|
||||||
|
you can create a new group of documents that are relevant to this task without destroying
|
||||||
|
the already existing organization. When you're done with the task, you could delete the
|
||||||
|
task again, which would be equal to sorting documents back into the folder they belong into.
|
||||||
|
Or keep the tag.
|
||||||
|
|
||||||
|
All of the logic above applies to correspondents as well. Attach them to documents if you
|
||||||
|
feel that they help you organize your collection.
|
||||||
|
|
||||||
|
When you've started organizing your documents, create a couple saved views for document collections
|
||||||
|
you regularly access. This is equal to having labeled physical binders on your desk, except
|
||||||
|
that these saved views are dynamic and simply update themselves as you add documents to the system.
|
||||||
|
|
||||||
|
Here are a couple examples of tags and types that you could use in your collection.
|
||||||
|
|
||||||
|
* An ``inbox`` tag for newly added documents that you haven't manually edited yet.
|
||||||
|
* A tag ``car`` for everything car related (repairs, registration, insurance, etc)
|
||||||
|
* A tag ``todo`` for documents that you still need to do something with, such as reply, or
|
||||||
|
perform some task online.
|
||||||
|
* A tag ``bank account x`` for all bank statement related to that account.
|
||||||
|
* A tag ``mail`` for anything that you added to paperless via its mail processing capabilities.
|
||||||
|
* A tag ``missing_metadata`` when you still need to add some metadata to a document, but can't
|
||||||
|
or don't want to do this right now.
|
||||||
|
|
||||||
Searching
|
Searching
|
||||||
#########
|
#########
|
||||||
|
|
||||||
|
Loading…
x
Reference in New Issue
Block a user