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Pyromane avatar Pyromane commented on May 17, 2024 2

Tags management is planned for version 1.5.0

Date and time "Tags" are automatically recognized and assigned at paperless, which is a great relief.

Using keywords, self-defined tags can be automatically assigned to the documents when they are recognized.

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ciur avatar ciur commented on May 17, 2024 1

tag feature is top priority for 1.5 release. I absolutely agree that tags is a must for any decent document management.

This part:

Date and time "Tags" are automatically recognized

In Papermerge is called Automates.
It is already there. It can 'recognize' documents and move them to destination folder.
As bonus automates can extract metadata from recognized document. But that is a more advanced topic.
Anyway, when tags feature will be ready, user will be able to configure automates so that recognized document will be assigned 'automatically' preconfigured tags.

Sounds, cool, eh ? 🚀

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ciur avatar ciur commented on May 17, 2024

wow, I am very impressed ! Thank you very much for detailed feedback! Let me go over it carefully and later I'll be back with a detailed reply.

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ciur avatar ciur commented on May 17, 2024

first question: what is correspondent? I saw it in paperless source code/documentation but was unable to figure it; out what does it stands for ? (obviously I know dictionary description of the word, but what does it mean in paperless/papermerge context ? )

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Tooa avatar Tooa commented on May 17, 2024

Thank you very much for detailed feedback!

No problem, you are welcome.

What is correspondent?

Correspondent refers to the sender of the document. Let's say you receive a bill from your insurance called "TK - Technikerkrankenkasse" then correspondent refers to that name. Tagging the documents with the correspondent allows me to quickly filter all correspondence between me and that specific insurance.

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totti4ever avatar totti4ever commented on May 17, 2024

I can second the workflow and feature request plus blocker to like 95%, also being a paperless user. Would love to give papermerge a try (and I love the idea to have an folder view additionally!), but right now, it is nothing which would help me.

Will check back regularly as you seem to be ambitious on this project :-) !

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ciur avatar ciur commented on May 17, 2024

@totti4ever thank you for your feedback!

Backup/Restore feature was implemented. See #23.
Tags management is planned for version 1.5.0

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Pyromane avatar Pyromane commented on May 17, 2024

Sounds great! Thanks for the detailed answer!
(I assumed the status of your last video)

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