this post was submitted on 21 Nov 2023
1 points (100.0% liked)

Self-Hosted Main

21 readers
1 users here now

A place to share alternatives to popular online services that can be self-hosted without giving up privacy or locking you into a service you don't control.

For Example

We welcome posts that include suggestions for good self-hosted alternatives to popular online services, how they are better, or how they give back control of your data. Also include hints and tips for less technical readers.

Useful Lists

founded 1 year ago
MODERATORS
communick@selfhosted.forum
1
People who use paperless-ngx or similar what documents are you actually storing in there? (alien.top)
submitted 11 months ago by psychicsword@alien.top to c/main@selfhosted.forum
4 comments fedilink hide all child comments
 

Maybe this is the wrong subreddit for this question but I have seen a lot of people talking about document management systems in here so it feels like the best place to get this answered.

But I'm trying to figure out if it is even worth setting up. Right now I mostly just scan in the limited paper records I still get and trust that things like my bank and payroll companies will have these records available for me in the future when I need them. That feels like something I should change.

But my question for the room is what are you actually storing in there and what is your workflow like when you use one of these self hosted apps? Are you downloading and importing everything manually or do you have automation that will scrape it or download the files automatically?

you are viewing a single comment's thread
view the rest of the comments
[–] bSanderman@alien.top 1 points 11 months ago

I’m just a hoarder.

In gmail/outlook I have set up rules on coming from x sender with x subject get moved to this folder/label. Then from paperless each folder/label gets its own rule with my tagging requirements and marking them read.

For physical documents, there’s a variable to tag with directories. So if you put a pdf in “/2023/finance/bills “ that document will get three separate tags named those directories. I setup a basic folder structure INSIDE the consume folder and it’s working well. I let the OCR do the rest.

Are you from the U.S? If paperless sees 3/4/23 that’s April 3rd. Nobody tells you that part or I must have skipped over the environment variable.