Paperless-ngx — Guide — Felhom.eu ← Apps Paperless-ngx A digital filing cabinet - scanning, OCR and automatic sorting ● Running Up to date paperless.tester4.test Open ↗ Files ↗ No health check ran: no matching container. What is it for? Turn paper documents into files and keep them in order Automatic OCR text recognition on scanned documents Smart automatic sorting and tagging Full text search across every document Documents that arrive by e-mail are processed automatically First steps Open paperless.tester4.test in your browser Sign in with the admin user name you gave at the installation (admin, unless you changed it) and its password. If you did not set the password yourself, it is on the Settings page, under Automatically generated values Upload a document in the app, OR drop it into the import/paperless folder in the File manager (FileBrowser) - it is read in and processed with OCR from there. The File manager sign-in is on the File manager app page You can upload many documents at once: they are processed one by one, and a larger batch takes a few minutes Create tags and correspondents so new documents sort themselves Before you start An external hard drive is recommended to keep the documents on At least 1 GB of free RAM (for the OCR work) Find a document Paperless searches the scanned text as well, not only the title. Type the word you look for into the „Search” field at the top. Select a document among the results to open it. In the „Actions” menu of an open document, „More like this” shows similar documents. Fix the details of a document The more documents you sort by hand, the better Paperless tags by itself. Open the document on the „Documents” page. On the „Details” tab, fix the „Title”, „Correspondent”, „Document type” and „Tags” fields. Select „Save”. Paperless learns new tags and correspondents by itself by default, so it files similar papers on its own later. A frequent filter on the start page Whatever you look for often, your bills for example, a saved view shows in one click. On the „Documents” page, filter, for example by a tag. Select the „Views” menu, then „Save as...”. Give the view a name and tick „Show on dashboard”. Select „Save”: the view appears on the „Dashboard” page. Share a document with a link With a link, you can send the paper to someone who has no account. Open the document and select „Send”. Choose „Share Links”. In the „Expires” list, choose how long the link lives, and select „Create”. Copy the link with „Copy” and send it. Frequently asked questions What files can I upload? PDF, PNG, JPEG, TIFF, GIF and WebP images, and plain text files. This install does not process Office files (docx, for example). It reads the text badly. What can I do? Check the OCR language on the dashboard, on Paperless-ngx's „Settings” tab, in the „OCR language” field. For Hungarian papers, „Hungarian + English” is the right choice. What happens to a deleted document? It goes to the „Trash” page and is deleted for good after 30 days. Until then you still find it there. Does Paperless-ngx change the original file? No. It keeps the original file unchanged and checks regularly that it is still intact. Where are my documents, and are they backed up? On the drive you chose at install time. For their backup, look at the „Data and backup” tab of Paperless-ngx. Documentation Official documentation ↗