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paperless-ngx/docs/index.md
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Documentation: update docs, screenshots ahead of Paperless-ngx v2.0 (#4542) 
* Reformat internal links

* Update screenshots, docs & readme

* Use image lightbox

* Fix nested list on docs index

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2023-11-13 14:56:34 +00:00

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<div class="grid-left" markdown>
![image](assets/logo_full_black.svg#only-light){.index-logo}
![image](assets/logo_full_white.svg#only-dark){.index-logo}
**Paperless-ngx** is a _community-supported_ open-source document management system that transforms your
physical documents into a searchable online archive so you can keep, well, _less paper_.
[Get started](setup.md){ .md-button .md-button--primary .index-callout }
[Demo](https://demo.paperless-ngx.com){ .md-button .md-button--secondary target=\_blank }
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/documents-smallcards.png#only-light){.index-screenshot}
![image](assets/screenshots/documents-smallcards-dark.png#only-dark){.index-screenshot}
</div>
<div class="clear"></div>
## Features
- **Organize and index** your scanned documents with tags, correspondents, types, and more.
- Performs **OCR** on your documents, adding selectable text to image-only documents.
- Uses machine-learning to automatically add tags, correspondents and document types to your documents.
- Supports PDF documents, images, plain text files, Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents)[^1] and more.
- Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely with different configurations assigned to different documents.
- **Beautiful, modern web application** that features:
- Customizable dashboard with statistics.
- Filtering by tags, correspondents, types, and more.
- Bulk editing of tags, correspondents, types and more.
- Drag-and-drop uploading of documents throughout the app.
- Customizable views can be saved and displayed on the dashboard and / or sidebar.
- Support for custom fields of various data types.
- Shareable public links with optional expiration.
- **Full text search** helps you find what you need:
- Auto completion suggests relevant words from your documents.
- Results are sorted by relevance to your search query.
- Highlighting shows you which parts of the document matched the query.
- Searching for similar documents ("More like this")
- **Email processing**[^1]: import documents from your email accounts:
- Configure multiple accounts and rules for each account.
- After processing, paperless can perform actions on the messages such as marking as read, deleting and more.
- A built-in robust **multi-user permissions** system that supports 'global' permissions as well as per document or object.
- A powerful templating system that gives you more control over the consumption pipeline.
- **Optimized** for multi core systems: Paperless-ngx consumes multiple documents in parallel.
- The integrated sanity checker makes sure that your document archive is in good health.
[^1]: Office document and email consumption support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
## Paperless, a history
Paperless-ngx is the official successor to the original [Paperless](https://github.com/the-paperless-project/paperless) & [Paperless-ng](https://github.com/jonaswinkler/paperless-ng) projects and is designed to distribute the responsibility of advancing and supporting the project among a team of people. [Consider joining us!](https://github.com/paperless-ngx/paperless-ngx#community-support)
Further discussion of the transition between these projects can be found at
[ng#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [ng#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
## Screenshots
Paperless-ngx aims to be as nice to use as it is useful. Check out some screenshots below.
<div class="grid-flipped-left" markdown>
![image](assets/screenshots/dashboard.png)
</div>
<div class="grid-flipped-right" markdown>
The dashboard shows saved views which can be sorted. Documents can be uploaded with the button or dropped anywhere in the application.
</div>
<div class="clear"></div>
The document list provides three different styles to browse your documents.
![image](assets/screenshots/documents-table.png){: style="width:32%"}
![image](assets/screenshots/documents-smallcards.png){: style="width:32%"}
![image](assets/screenshots/documents-largecards.png){: style="width:32%"}
<div class="clear"></div>
<div class="grid-left" markdown>
Use the 'slim' sidebar to focus on your docs and minimize the UI.
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/documents-smallcards-slimsidebar.png)
</div>
<div class="clear"></div>
Of course, Paperless-ngx also supports dark mode:
![image](assets/screenshots/documents-smallcards-dark.png)
<div class="clear"></div>
<div class="grid-left" markdown>
Quickly find documents with extensive filtering mechanisms.
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/documents-filter.png)
</div>
<div class="clear"></div>
<div class="grid-left" markdown>
And perform bulk edit operations to set tags, correspondents, etc. as well as permissions.
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/bulk-edit.png)
</div>
<div class="clear"></div>
Side-by-side editing of documents.
![image](assets/screenshots/editing.png)
<div class="grid-left" markdown>
Support for custom fields.
![image](assets/screenshots/custom_field1.png)
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/custom_field2.png)
</div>
<div class="clear"></div>
<div class="grid-left" markdown>
A robust permissions system with support for 'global' and document / object permissions.
![image](assets/screenshots/permissions_global.png)
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/permissions_document.png)
</div>
<div class="clear"></div>
<div class="grid-left" markdown>
Searching provides auto complete and highlights the results.
![image](assets/screenshots/search-preview.png)
</div>
<div class="grid-right" markdown>
![image](assets/screenshots/search-results.png)
</div>
<div class="clear"></div>
Tag, correspondent, document type and storage path editing.
![image](assets/screenshots/new-tag.png){: style="width:21%; float: left"}
![image](assets/screenshots/new-correspondent.png){: style="width:21%; margin-left: 4%; float: left"}
![image](assets/screenshots/new-document_type.png){: style="width:21%; margin-left: 4%; float: left"}
![image](assets/screenshots/new-storage_path.png){: style="width:21%; margin-left: 4%; float: left"}
<div class="clear"></div>
<div class="grid-half-left" markdown>
Mail rules support various filters and actions for incoming e-mails.
![image](assets/screenshots/mail-rules-edited.png)
</div>
<div class="grid-half-right" markdown>
Consumption templates provide finer control over the document pipeline.
![image](assets/screenshots/consumption_template.png)
</div>
<div class="clear"></div>
<div class="clear"></div>
Mobile devices are supported.
![image](assets/screenshots/mobile1.png){: style="width:32%"}
![image](assets/screenshots/mobile2.png){: style="width:32%"}
![image](assets/screenshots/mobile3.png){: style="width:32%"}
## Support
Community support is available via [GitHub Discussions](https://github.com/paperless-ngx/paperless-ngx/discussions/) and [the Matrix chat room](https://matrix.to/#/#paperless:matrix.org).
### Feature Requests
Feature requests can be submitted via [GitHub Discussions](https://github.com/paperless-ngx/paperless-ngx/discussions/categories/feature-requests) where you can search for existing ideas, add your own and vote for the ones you care about.
### Bugs
For bugs please [open an issue](https://github.com/paperless-ngx/paperless-ngx/issues) or [start a discussion](https://github.com/paperless-ngx/paperless-ngx/discussions/categories/support) if you have questions.
## Contributing
People interested in continuing the work on paperless-ngx are encouraged to reach out on [GitHub](https://github.com/paperless-ngx/paperless-ngx) or [the Matrix chat room](https://matrix.to/#/#paperless:matrix.org). If you would like to contribute to the project on an ongoing basis there are multiple teams (frontend, ci/cd, etc) that could use your help so please reach out!
### Translation
Paperless-ngx is available in many languages that are coordinated on [Crowdin](https://crwd.in/paperless-ngx). If you want to help out by translating paperless-ngx into your language, please head over to the [Paperless-ngx project at Crowdin](https://crwd.in/paperless-ngx), and thank you!
## Scanners & Software
Paperless-ngx is compatible with many different scanners and scanning tools. A user-maintained list of scanners and other software is available on [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Scanner-&-Software-Recommendations).
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