Update screenshots, docs & readme
26
README.md
@@ -16,8 +16,7 @@
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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_.
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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
|
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).
|
||||||
[#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
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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._
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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._
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||||||
@@ -36,28 +35,7 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
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- Organize and index your scanned documents with tags, correspondents, types, and more.
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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/).
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- Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
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- Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
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||||||
- Office document support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
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- Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
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- Single page application front end.
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- Includes a dashboard that shows basic statistics and has document upload.
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- Filtering by tags, correspondents, types, and more.
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- Customizable views can be saved and displayed on the dashboard.
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- Full text search helps you find what you need.
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- Auto completion suggests relevant words from your documents.
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- Results are sorted by relevance to your search query.
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- Highlighting shows you which parts of the document matched the query.
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- Searching for similar documents ("More like this")
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- Email processing: Paperless adds documents from your email accounts.
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- Configure multiple accounts and filters for each account.
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- 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.
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- Machine learning powered document matching.
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- 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.
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- Optimized for multi core systems: Paperless-ngx consumes multiple documents in parallel.
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- The integrated sanity checker makes sure that your document archive is in good health.
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- [More screenshots are available in the documentation](https://docs.paperless-ngx.com/#screenshots).
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# Getting started
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# Getting started
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Before Width: | Height: | Size: 740 KiB After Width: | Height: | Size: 2.7 MiB |
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docs/assets/screenshots/consumption_template.png
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docs/assets/screenshots/custom_field1.png
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docs/assets/screenshots/custom_field2.png
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docs/assets/screenshots/documents-smallcards-slimsidebar.png
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docs/assets/screenshots/mobile1.png
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After Width: | Height: | Size: 820 KiB |
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docs/assets/screenshots/mobile2.png
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After Width: | Height: | Size: 633 KiB |
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docs/assets/screenshots/mobile3.png
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docs/assets/screenshots/permissions_document.png
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docs/assets/screenshots/permissions_global.png
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@@ -708,7 +708,7 @@ but could result in missing text content.
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additional arguments you wish to pass to OCRmyPDF. Since Paperless
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additional arguments you wish to pass to OCRmyPDF. Since Paperless
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uses the API of OCRmyPDF, you have to specify these in a format that
|
uses the API of OCRmyPDF, you have to specify these in a format that
|
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can be passed to the API. See [the API reference of
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can be passed to the API. See [the API reference of
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OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latestapi.md.html#reference)
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OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latest/api.html#reference)
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for valid parameters. All command line options are supported, but
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for valid parameters. All command line options are supported, but
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they use underscores instead of dashes.
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they use underscores instead of dashes.
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106
docs/index.md
@@ -15,62 +15,52 @@ physical documents into a searchable online archive so you can keep, well, _less
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</div>
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</div>
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<div class="clear"></div>
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<div class="clear"></div>
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## Why This Exists
|
## Features
|
||||||
|
|
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Paper is a nightmare. Environmental issues aside, there's no excuse for
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- **Organize and index** your scanned documents with tags, correspondents, types, and more.
|
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it in the 21st century. It takes up space, collects dust, doesn't
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- Performs **OCR** on your documents, adding selectable text to image-only documents.
|
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support any form of a search feature, indexing is tedious, it's heavy
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- Uses machine-learning to automatically add tags, correspondents and document types to your documents.
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and prone to damage & loss.
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- Supports PDF documents, images, plain text files, Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents)[^1] and more.
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|
- 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.
|
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|
- **Beautiful, modern web application** that features:
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|
- Customizable dashboard with statistics.
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- Filtering by tags, correspondents, types, and more.
|
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- Bulk editing of tags, correspondents, types and more.
|
||||||
|
- Drag-and-drop uploading of documents throughout the app.
|
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|
- Customizable views can be saved and displayed on the dashboard and / or sidebar.
|
||||||
|
- Support for custom fields of various data types.
|
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|
- 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
|
||||||
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- Configure multiple accounts and rules for each account.
|
||||||
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- After processing, paperless can perform actions on the messages such as marking as read, deleting and more.
|
||||||
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- A built-in robust **multi-user permissions** system that supports 'global' permissions as well as per document or object.
|
||||||
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- 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.
|
||||||
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- The integrated sanity checker makes sure that your document archive is in good health.
|
||||||
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|
||||||
This software is designed to make "going paperless" easier. No more worrying
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[^1]: Office document and email consumption support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
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||||||
about finding stuff again, feed documents right from the post box into
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the scanner and then shred them. Perhaps you might find it useful too.
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||||||
## Paperless, a history
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## Paperless, a history
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||||||
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Paperless is a simple Django application running in two parts: a
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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)
|
||||||
_Consumer_ (the thing that does the indexing) and the _Web server_ (the
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|
||||||
part that lets you search & download already-indexed documents). If you
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want to learn more about its functions keep on reading after the
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|
||||||
installation section.
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|
||||||
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|
||||||
Paperless-ngx is a document management system that transforms your
|
Further discussion of the transition between these projects can be found at
|
||||||
physical documents into a searchable online archive so you can keep,
|
[ng#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [ng#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
|
||||||
well, _less paper_.
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|
||||||
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|
||||||
Paperless-ngx forked from paperless-ng to continue the great work and
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distribute responsibility of supporting and advancing the project among
|
|
||||||
a team of people.
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|
||||||
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|
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NG stands for both Angular (the framework used for the Frontend) and
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next-gen. Publishing this project under a different name also avoids
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confusion between paperless and paperless-ngx.
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If you want to learn about what's different in paperless-ngx from
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Paperless, check out these resources in the documentation:
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|
||||||
- [Some screenshots](#screenshots) of the new UI are available.
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|
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- Read [this section](advanced_usage.md#automatic-matching) if you want to learn about how paperless automates all
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tagging using machine learning.
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- Paperless now comes with a [proper email consumer](usage.md#usage-email) that's fully tested and production ready.
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- Paperless creates searchable PDF/A documents from whatever you put into the consumption directory. This means
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|
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that you can select text in image-only documents coming from your scanner.
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- See [this note](administration.md#encryption) about GnuPG encryption in paperless-ngx.
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- Paperless is now integrated with a
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||||||
[task processing queue](setup.md#task_processor) that tells you at a glance when and why something is not working.
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- The [changelog](changelog.md) contains a detailed list of all changes in paperless-ngx.
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||||||
## Screenshots
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## Screenshots
|
||||||
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|
||||||
This is what Paperless-ngx looks like.
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Paperless-ngx aims to be as nice to use as it is useful. Check out some screenshots below.
|
||||||
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|
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The dashboard shows customizable views on your document and allows
|
The dashboard shows saved views which can be sorted. Documents can be uploaded with the button or dropped anywhere in the application:
|
||||||
document uploads:
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||||||
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[](assets/screenshots/dashboard.png)
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[](assets/screenshots/dashboard.png)
|
||||||
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The document list provides three different styles to scroll through your
|
The document list provides three different styles to browser your documents:
|
||||||
documents:
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|
||||||
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[](assets/screenshots/documents-table.png)
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[](assets/screenshots/documents-table.png)
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||||||
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||||||
@@ -78,15 +68,19 @@ documents:
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|||||||
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||||||
[](assets/screenshots/documents-largecards.png)
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[](assets/screenshots/documents-largecards.png)
|
||||||
|
|
||||||
|
Use the 'slim' sidebar to focus on just your docs:
|
||||||
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[](assets/screenshots/documents-smallcards-slimsidebar.png)
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||||||
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||||||
Paperless-ngx also supports dark mode:
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Paperless-ngx also supports dark mode:
|
||||||
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||||||
[](assets/screenshots/documents-smallcards-dark.png)
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[](assets/screenshots/documents-smallcards-dark.png)
|
||||||
|
|
||||||
Extensive filtering mechanisms:
|
Quickly find documents with extensive filtering mechanisms:
|
||||||
|
|
||||||
[](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:
|
||||||
|
|
||||||
[](assets/screenshots/bulk-edit.png)
|
[](assets/screenshots/bulk-edit.png)
|
||||||
|
|
||||||
@@ -94,24 +88,36 @@ Side-by-side editing of documents:
|
|||||||
|
|
||||||
[](assets/screenshots/editing.png)
|
[](assets/screenshots/editing.png)
|
||||||
|
|
||||||
|
Support for custom fields:
|
||||||
|
|
||||||
|
[{: style="width:50%; margin-left: 25%"}](assets/screenshots/custom_field1.png)
|
||||||
|
[](assets/screenshots/custom_field2.png)
|
||||||
|
|
||||||
|
A robust permissions system with support for 'global' and document / object permissions:
|
||||||
|
|
||||||
|
[{: style="width:50%; margin-left: 25%"}](assets/screenshots/permissions_global.png)
|
||||||
|
[](assets/screenshots/permissions_document.png)
|
||||||
|
|
||||||
Tag editing. This looks about the same for correspondents and document
|
Tag editing. This looks about the same for correspondents and document
|
||||||
types.
|
types.
|
||||||
|
|
||||||
[](assets/screenshots/new-tag.png)
|
[{: style="width:50%; margin-left: 25%"}](assets/screenshots/new-tag.png)
|
||||||
|
|
||||||
Searching provides auto complete and highlights the results.
|
Searching provides auto complete and highlights the results.
|
||||||
|
|
||||||
[](assets/screenshots/search-preview.png)
|
[{: style="width:50%; margin-left: 25%"}](assets/screenshots/search-preview.png)
|
||||||
|
|
||||||
[](assets/screenshots/search-results.png)
|
[](assets/screenshots/search-results.png)
|
||||||
|
|
||||||
Fancy mail filters!
|
Fancy mail filters!
|
||||||
|
|
||||||
[](assets/screenshots/mail-rules-edited.png)
|
[{: style="width:80%; margin-left: 10%"}](assets/screenshots/mail-rules-edited.png)
|
||||||
|
|
||||||
Mobile devices are supported.
|
Mobile devices are supported.
|
||||||
|
|
||||||
[](assets/screenshots/mobile.png)
|
[{: style="width:33%"}](assets/screenshots/mobile1.png)
|
||||||
|
[{: style="width:33%"}](assets/screenshots/mobile2.png)
|
||||||
|
[{: style="width:33%"}](assets/screenshots/mobile3.png)
|
||||||
|
|
||||||
## Support
|
## Support
|
||||||
|
|
||||||
@@ -131,7 +137,7 @@ People interested in continuing the work on paperless-ngx are encouraged to reac
|
|||||||
|
|
||||||
### Translation
|
### 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
|
## Scanners & Software
|
||||||
|
|
||||||
|
|||||||
@@ -103,25 +103,14 @@ Typically, you're looking at an FTP server like
|
|||||||
|
|
||||||
### Web UI Upload
|
### Web UI Upload
|
||||||
|
|
||||||
The dashboard has a file drop field to upload documents to paperless.
|
The dashboard has a button to upload documents to paperless or you
|
||||||
Simply drag a file onto this field or select a file with the file
|
can simply drag a file anywhere into the app to initiate the consumption
|
||||||
dialog. Multiple files are supported.
|
process.
|
||||||
|
|
||||||
You can also upload documents on any other page of the web UI by
|
|
||||||
dragging-and-dropping files into your browser window.
|
|
||||||
|
|
||||||
### Mobile upload {#usage-mobile_upload}
|
### Mobile upload {#usage-mobile_upload}
|
||||||
|
|
||||||
The mobile app over at [https://github.com/qcasey/paperless_share](https://github.com/qcasey/paperless_share)
|
Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Affiliated-Projects) for a user-maintained list of affiliated projects and
|
||||||
allows Android users to share any documents with paperless. This can be
|
software (e.g. for mobile devices) that is compatible with Paperless-ngx.
|
||||||
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.
|
|
||||||
|
|
||||||
### IMAP (Email) {#usage-email}
|
### 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
|
5. If documents were consumed from a mail, the rule action is performed
|
||||||
on that mail.
|
on that mail.
|
||||||
|
|
||||||
Paperless will completely ignore mails that do not match your filters.
|
Paperless will check all emails only once and completely ignore messages
|
||||||
It will also only perform the action on mails that it has consumed
|
that do not match your filters. It will also only perform the rule action
|
||||||
documents from.
|
on e-mails that it has consumed documents from.
|
||||||
|
|
||||||
The actions all ensure that the same mail is not consumed twice by
|
The actions all ensure that the same mail is not consumed twice by
|
||||||
different means. These are as follows:
|
different means. These are as follows:
|
||||||
@@ -354,6 +343,19 @@ The following custom field types are supported:
|
|||||||
- `Number`: float number e.g. 12.3456
|
- `Number`: float number e.g. 12.3456
|
||||||
- `Monetary`: float number with exactly two decimals, e.g. 12.30
|
- `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}
|
## Best practices {#basic-searching}
|
||||||
|
|
||||||
Paperless offers a couple tools that help you organize your document
|
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
|
- Optional: A database server. Paperless supports PostgreSQL, MariaDB
|
||||||
and SQLite for storing its data.
|
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.
|
|
||||||
|
|||||||
@@ -42,6 +42,7 @@ markdown_extensions:
|
|||||||
- pymdownx.superfences
|
- pymdownx.superfences
|
||||||
- pymdownx.inlinehilite
|
- pymdownx.inlinehilite
|
||||||
- pymdownx.snippets
|
- pymdownx.snippets
|
||||||
|
- footnotes
|
||||||
strict: true
|
strict: true
|
||||||
nav:
|
nav:
|
||||||
- index.md
|
- index.md
|
||||||
@@ -64,3 +65,5 @@ extra:
|
|||||||
link: https://hub.docker.com/r/paperlessngx/paperless-ngx
|
link: https://hub.docker.com/r/paperlessngx/paperless-ngx
|
||||||
- icon: material/chat
|
- icon: material/chat
|
||||||
link: https://matrix.to/#/#paperless:matrix.org
|
link: https://matrix.to/#/#paperless:matrix.org
|
||||||
|
plugins:
|
||||||
|
- glightbox
|
||||||
|
|||||||