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Paperless-ngx is a document management system that transforms your physical documents into a searchable online archive so you can keep, well, _less paper_.
Paperless-ngx forked from [paperless-ng](https://github.com/jonaswinkler/paperless-ng) to continue the great work and distribute responsibility of supporting and advancing the project among a team of people. [Consider joining us!](#community-support) Discussion of this transition can be found in issues
[#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
Paperless-ngx is the official successor to the original 'Paperless' & 'Paperless-ng' projects and is designed distribute responsibility of supporting and advancing the project among a team of people. [Consider joining us!](#community-support).
A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com) using login `demo` / `demo`. _Note: demo content is reset frequently and confidential information should not be uploaded._
@@ -36,28 +35,7 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png#gh-light-mode-only)
![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards-dark.png#gh-dark-mode-only)
- Organize and index your scanned documents with tags, correspondents, types, and more.
- Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
- Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
- Office document support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
- Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
- Single page application front end.
- Includes a dashboard that shows basic statistics and has document upload.
- Filtering by tags, correspondents, types, and more.
- Customizable views can be saved and displayed on the dashboard.
- 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: Paperless adds documents from your email accounts.
- Configure multiple accounts and filters for each account.
- When adding documents from mail, paperless can move these mail to a new folder, mark them as read, flag them as important or delete them.
- Machine learning powered document matching.
- Paperless-ngx learns from your documents and will be able to automatically assign tags, correspondents and types to documents once you've stored a few documents in paperless.
- 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.
- [More screenshots are available in the documentation](https://docs.paperless-ngx.com/#screenshots).
A full list of [features](https://docs.paperless-ngx.com/#features) and [screenshots](https://docs.paperless-ngx.com/#screenshots) are available in the [documentation](https://docs.paperless-ngx.com/).
# Getting started

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additional arguments you wish to pass to OCRmyPDF. Since Paperless
uses the API of OCRmyPDF, you have to specify these in a format that
can be passed to the API. See [the API reference of
OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latestapi.md.html#reference)
OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latest/api.html#reference)
for valid parameters. All command line options are supported, but
they use underscores instead of dashes.

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@@ -15,62 +15,52 @@ physical documents into a searchable online archive so you can keep, well, _less
</div>
<div class="clear"></div>
## Why This Exists
## Features
Paper is a nightmare. Environmental issues aside, there's no excuse for
it in the 21st century. It takes up space, collects dust, doesn't
support any form of a search feature, indexing is tedious, it's heavy
and prone to damage & loss.
- **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.
This software is designed to make "going paperless" easier. No more worrying
about finding stuff again, feed documents right from the post box into
the scanner and then shred them. Perhaps you might find it useful too.
[^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 is a simple Django application running in two parts: a
_Consumer_ (the thing that does the indexing) and the _Web server_ (the
part that lets you search & download already-indexed documents). If you
want to learn more about its functions keep on reading after the
installation section.
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 continue the great work and distribute responsibility of supporting and advancing the project among a team of people. [Consider joining us!](https://github.com/paperless-ngx/paperless-ngx#community-support)
Paperless-ngx is a document management system that transforms your
physical documents into a searchable online archive so you can keep,
well, _less paper_.
Paperless-ngx forked from paperless-ng to continue the great work and
distribute responsibility of supporting and advancing the project among
a team of people.
NG stands for both Angular (the framework used for the Frontend) and
next-gen. Publishing this project under a different name also avoids
confusion between paperless and paperless-ngx.
If you want to learn about what's different in paperless-ngx from
Paperless, check out these resources in the documentation:
- [Some screenshots](#screenshots) of the new UI are available.
- Read [this section](advanced_usage.md#automatic-matching) if you want to learn about how paperless automates all
tagging using machine learning.
- Paperless now comes with a [proper email consumer](usage.md#usage-email) that's fully tested and production ready.
- Paperless creates searchable PDF/A documents from whatever you put into the consumption directory. This means
that you can select text in image-only documents coming from your scanner.
- See [this note](administration.md#encryption) about GnuPG encryption in paperless-ngx.
- Paperless is now integrated with a
[task processing queue](setup.md#task_processor) that tells you at a glance when and why something is not working.
- The [changelog](changelog.md) contains a detailed list of all changes in paperless-ngx.
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
This is what Paperless-ngx looks like.
Paperless-ngx aims to be as nice to use as it is useful. Check out some screenshots below.
The dashboard shows customizable views on your document and allows
document uploads:
The dashboard shows saved views which can be sorted. Documents can be uploaded with the button or dropped anywhere in the application:
[![image](assets/screenshots/dashboard.png)](assets/screenshots/dashboard.png)
The document list provides three different styles to scroll through your
documents:
The document list provides three different styles to browser your documents:
[![image](assets/screenshots/documents-table.png)](assets/screenshots/documents-table.png)
@@ -78,15 +68,19 @@ documents:
[![image](assets/screenshots/documents-largecards.png)](assets/screenshots/documents-largecards.png)
Use the 'slim' sidebar to focus on just your docs:
[![image](assets/screenshots/documents-smallcards-slimsidebar.png)](assets/screenshots/documents-smallcards-slimsidebar.png)
Paperless-ngx also supports dark mode:
[![image](assets/screenshots/documents-smallcards-dark.png)](assets/screenshots/documents-smallcards-dark.png)
Extensive filtering mechanisms:
Quickly find documents with extensive filtering mechanisms:
[![image](assets/screenshots/documents-filter.png)](assets/screenshots/documents-filter.png)
Bulk editing of document tags, correspondents, etc.:
Bulk edit document tags, correspondents, etc. as well as permissions:
[![image](assets/screenshots/bulk-edit.png)](assets/screenshots/bulk-edit.png)
@@ -94,24 +88,36 @@ Side-by-side editing of documents:
[![image](assets/screenshots/editing.png)](assets/screenshots/editing.png)
Support for custom fields:
[![image](assets/screenshots/custom_field1.png){: style="width:50%; margin-left: 25%"}](assets/screenshots/custom_field1.png)
[![image](assets/screenshots/custom_field2.png)](assets/screenshots/custom_field2.png)
A robust permissions system with support for 'global' and document / object permissions:
[![image](assets/screenshots/permissions_global.png){: style="width:50%; margin-left: 25%"}](assets/screenshots/permissions_global.png)
[![image](assets/screenshots/permissions_document.png)](assets/screenshots/permissions_document.png)
Tag editing. This looks about the same for correspondents and document
types.
[![image](assets/screenshots/new-tag.png)](assets/screenshots/new-tag.png)
[![image](assets/screenshots/new-tag.png){: style="width:50%; margin-left: 25%"}](assets/screenshots/new-tag.png)
Searching provides auto complete and highlights the results.
[![image](assets/screenshots/search-preview.png)](assets/screenshots/search-preview.png)
[![image](assets/screenshots/search-preview.png){: style="width:50%; margin-left: 25%"}](assets/screenshots/search-preview.png)
[![image](assets/screenshots/search-results.png)](assets/screenshots/search-results.png)
Fancy mail filters!
[![image](assets/screenshots/mail-rules-edited.png)](assets/screenshots/mail-rules-edited.png)
[![image](assets/screenshots/mail-rules-edited.png){: style="width:80%; margin-left: 10%"}](assets/screenshots/mail-rules-edited.png)
Mobile devices are supported.
[![image](assets/screenshots/mobile.png)](assets/screenshots/mobile.png)
[![image](assets/screenshots/mobile1.png){: style="width:33%"}](assets/screenshots/mobile1.png)
[![image](assets/screenshots/mobile2.png){: style="width:33%"}](assets/screenshots/mobile2.png)
[![image](assets/screenshots/mobile3.png){: style="width:33%"}](assets/screenshots/mobile3.png)
## Support
@@ -131,7 +137,7 @@ People interested in continuing the work on paperless-ngx are encouraged to reac
### 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 https://crwd.in/paperless-ngx, and thank you!
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

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@@ -103,25 +103,14 @@ Typically, you're looking at an FTP server like
### Web UI Upload
The dashboard has a file drop field to upload documents to paperless.
Simply drag a file onto this field or select a file with the file
dialog. Multiple files are supported.
You can also upload documents on any other page of the web UI by
dragging-and-dropping files into your browser window.
The dashboard has a button to upload documents to paperless or you
can simply drag a file anywhere into the app to initiate the consumption
process.
### Mobile upload {#usage-mobile_upload}
The mobile app over at [https://github.com/qcasey/paperless_share](https://github.com/qcasey/paperless_share)
allows Android users to share any documents with paperless. This can be
combined with any of the mobile scanning apps out there, such as Office
Lens.
Furthermore, there is the [Paperless
App](https://github.com/bauerj/paperless_app) as well, which not only
has document upload, but also document browsing and download features.
Another option is [Paperless Mobile](https://github.com/astubenbord/paperless-mobile), an Android app that supports document upload, scanning, management of labels and more.
Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Affiliated-Projects) for a user-maintained list of affiliated projects and
software (e.g. for mobile devices) that is compatible with Paperless-ngx.
### IMAP (Email) {#usage-email}
@@ -145,9 +134,9 @@ These rules perform the following:
5. If documents were consumed from a mail, the rule action is performed
on that mail.
Paperless will completely ignore mails that do not match your filters.
It will also only perform the action on mails that it has consumed
documents from.
Paperless will check all emails only once and completely ignore messages
that do not match your filters. It will also only perform the rule action
on e-mails that it has consumed documents from.
The actions all ensure that the same mail is not consumed twice by
different means. These are as follows:
@@ -354,6 +343,19 @@ The following custom field types are supported:
- `Number`: float number e.g. 12.3456
- `Monetary`: float number with exactly two decimals, e.g. 12.30
## Share Links
Paperless-ngx added the abiltiy to create shareable links to files in version 2.0. You can find the button for this on the document detail screen.
- Share links do not require a user to login and thus link directly to a file.
- Links are unique and are of the form `{paperless-url}/share/{randomly-generated-slug}`.
- Links can optionally have an expiration time set.
- After a link expires or is deleted users will be redirected to the regular paperless-ngx login.
!!! tip
If your paperless-ngx instance is behind a reverse-proxy you may want to create an exception to bypass any authentication layers that are part of your setup in order to make links truly publicly-accessible. Of course, do so with caution.
## Best practices {#basic-searching}
Paperless offers a couple tools that help you organize your document
@@ -645,16 +647,3 @@ Paperless-ngx consists of the following components:
- Optional: A database server. Paperless supports PostgreSQL, MariaDB
and SQLite for storing its data.
## Share Links
Paperless-ngx added the abiltiy to create shareable links to files in version 2.0. You can find the button for this on the document detail screen.
- Share links do not require a user to login and thus link directly to a file.
- Links are unique and are of the form `{paperless-url}/share/{randomly-generated-slug}`.
- Links can optionally have an expiration time set.
- After a link expires or is deleted users will be redirected to the regular paperless-ngx login.
!!! tip
If your paperless-ngx instance is behind a reverse-proxy you may want to create an exception to bypass any authentication layers that are part of your setup in order to make links truly publicly-accessible. Of course, do so with caution.

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@@ -42,6 +42,7 @@ markdown_extensions:
- pymdownx.superfences
- pymdownx.inlinehilite
- pymdownx.snippets
- footnotes
strict: true
nav:
- index.md
@@ -64,3 +65,5 @@ extra:
link: https://hub.docker.com/r/paperlessngx/paperless-ngx
- icon: material/chat
link: https://matrix.to/#/#paperless:matrix.org
plugins:
- glightbox