mirror of
https://github.com/paperless-ngx/paperless-ngx.git
synced 2025-09-16 21:55:37 -05:00
many changes to the documentation, mostly typos
This commit is contained in:
@@ -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
|
||||
===============
|
||||
|
Reference in New Issue
Block a user