many changes to the documentation, mostly typos

This commit is contained in:
Jonas Winkler
2020-11-23 19:34:52 +01:00
parent 49ff1984f0
commit d7160de9f1
11 changed files with 42 additions and 34 deletions

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@@ -5,13 +5,13 @@ Usage Overview
Paperless is an application that manages your personal documents. With
the help of a document scanner (see :ref:`scanners`), paperless transforms
your wieldy physical document binders into a searchable archive and
provices many utilities for finding and managing your documents.
provides many utilities for finding and managing your documents.
Terms and definitions
#####################
Paperless esentially consists of two different parts for managing your
Paperless essentially consists of two different parts for managing your
documents:
* The *consumer* watches a specified folder and adds all documents in that
@@ -30,12 +30,12 @@ Each document has a couple of fields that you can assign to them:
tag, however, a single document can also have multiple tags. This is not
possible with folders. The reason folders are not implemented in paperless
is simply that tags are much more versatile than folders.
* A *document type* is used to demarkate the type of a document such as letter,
* A *document type* is used to demarcate the type of a document such as letter,
bank statement, invoice, contract, etc. It is used to identify what a document
is about.
* The *date added* of a document is the date the document was scanned into
paperless. You cannot and should not change this date.
* The *date created* of a document is the date the document was intially issued.
* The *date created* of a document is the date the document was initially issued.
This can be the date you bought a product, the date you signed a contract, or
the date a letter was sent to you.
* The *archive serial number* (short: ASN) of a document is the identifier of
@@ -131,7 +131,7 @@ These are as follows:
With the correct set of rules, you can completely automate your email documents.
Create rules for every correspondent you receive digital documents from and
paperless will read them automatically. The default acion "mark as read" is
paperless will read them automatically. The default action "mark as read" is
pretty tame and will not cause any damage or data loss whatsoever.
You can also setup a special folder in your mail account for paperless and use
@@ -182,7 +182,7 @@ Processing of the physical documents
====================================
Keep a physical inbox. Whenever you receive a document that you need to
archive, put it into your inbox. Regulary, do the following for all documents
archive, put it into your inbox. Regularly, do the following for all documents
in your inbox:
1. For each document, decide if you need to keep the document in physical
@@ -217,18 +217,24 @@ Once you have scanned in a document, proceed in paperless as follows.
1. If the document has an ASN, assign the ASN to the document.
2. Assign a correspondent to the document (i.e., your employer, bank, etc)
This isnt strictly necessary but helps in finding a document when you need
This isn't strictly necessary but helps in finding a document when you need
it.
3. Assign a document type (i.e., invoice, bank statement, etc) to the document
This isnt strictly necessary but helps in finding a document when you need
This isn't strictly necessary but helps in finding a document when you need
it.
4. Assign a proper title to the document (the name of an item you bought, the
subject of the letter, etc)
5. Check that the date of the document is corrent. Paperless tries to read
5. Check that the date of the document is correct. Paperless tries to read
the date from the content of the document, but this fails sometimes if the
OCR is bad or multiple dates appear on the document.
6. Remove inbox tags from the documents.
.. hint::
You can setup manual matching rules for your correspondents and tags and
paperless will assign them automatically. After consuming a couple documents,
you can even ask paperless to *learn* when to assign tags and correspondents
by itself. For details on this feature, see :ref:`advanced-matching`.
Task management
===============