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Paperless-ngx and seeking suggestions for getting into a decent workflow (discuss.online)

submitted 3 hours ago* (last edited 2 hours ago) by kiol@discuss.online to c/selfhosted@lemmy.world

8 comments fedilink hide all child comments

cross-posted from: https://discuss.online/post/40125235

Picked up an ix500 scansnap and wondering about suggested workflows for going paperless. My intention is to scan a bunch of documents, but haven't delved deeply into how this will actually flow on the software level. I know I'll need to OCR the scanned documents, and my base setup is:

Pi with SSD storage running compose version of Paperless-ngx to filesystem mounted folders.

Folders can also be accessed over Samba

ix500 statically assigned over wifi as network scanner.

A literal filing cabinet, for things I should keep physically.

Ubuntu computer for browsing

I feel a bit overwhelmed, but am excited to get started. Will be scanning personal document, work docs, whatever else I need to digitize and recycle. All suggestions appreciated!

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[–] dan@upvote.au 2 points 1 hour ago* (last edited 56 minutes ago)

And file away your scanned papers separately,

I'd recommend using ASN (archive serial numbers) for documents you store a physical copy of, following the recommended flow

I printed ASN QR code stickers, using the smallest Avery labels I could find (Avery 5267 in the USA, L4731REV-25 in Europe) along with their free online design app.

For documents I want to keep, I stick a QR code sticker on them before scanning. Paperless-ngx automatically detects the QR code and sets the ASN. I then file it away in a folder that's sorted by ASN. When I need to find the physical copy again, I first look in Paperless to find the ASN, then find the document in the folder (pretty quick since all documents are sorted).

You'll need to set the following settings:

PAPERLESS_CONSUMER_ENABLE_BARCODES=true
PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE=true
PAPERLESS_CONSUMER_BARCODE_SCANNER=zxing