I would like to know what you tooling/workflow looks like for your paperless office at home.
I personally atm. use a synology NAS on which I run paperless-ngx. Im still getting used to it and so far I really like it (The effort of setting up at first ignored though. I wasnt familiar with docker to be honest.)
However it feels to me like paperless is "just" useful as a document archiving solution.
I have been looking for solutions that are ideally open source or fre at the least but I could not find anything that satisfies my needs. You see the problem is that im VERY forgetful and everything that a machine is not reminding me of is probably going to go missing.
So ideally I would like to have the ability to have something like a "corespondence" or a thread attached to a bunch of documents that are archived in paperless (or whatever other solution).
Example:
Imagine you get a physical mail from the IRS asking you to file your taxes retroactively for 2022.
Now you are under the impression that you have done that already. So you have to do some work.
This physical mail is now the start of a corespondence with a sender that might already be known in your paperless solution.
You look for your tax return in paperless and send it to the government. Then you might get mail back (which becomes another document in your archive) telling you that there was an error and you need to resend some stuff. You send the new stuff and ideally you attach the send receipt to the "corespondence" that I am talking about. If you dont get an answer from the government in time It would also be nice if this "corespondence" is able to notify me somehow to take a nother look at the matter. Ideally at the end I can mark a "correspondence" as done, so i know that all is done but im still able to look up the paper trail later on for this specific issue.
I think you get my idea. I was wondering how you people are dealing with this problem.
Thanks already.
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What paperless office workflow do you use? · HackerTrans
I would like to know what you tooling/workflow looks like for your paperless office at home.
I personally atm. use a synology NAS on which I run paperless-ngx. Im still getting used to it and so far I really like it (The effort of setting up at first ignored though. I wasnt familiar with docker to be honest.)
However it feels to me like paperless is "just" useful as a document archiving solution.
I have been looking for solutions that are ideally open source or fre at the least but I could not find anything that satisfies my needs. You see the problem is that im VERY forgetful and everything that a machine is not reminding me of is probably going to go missing.
So ideally I would like to have the ability to have something like a "corespondence" or a thread attached to a bunch of documents that are archived in paperless (or whatever other solution).
Example:
Imagine you get a physical mail from the IRS asking you to file your taxes retroactively for 2022. Now you are under the impression that you have done that already. So you have to do some work. This physical mail is now the start of a corespondence with a sender that might already be known in your paperless solution. You look for your tax return in paperless and send it to the government. Then you might get mail back (which becomes another document in your archive) telling you that there was an error and you need to resend some stuff. You send the new stuff and ideally you attach the send receipt to the "corespondence" that I am talking about. If you dont get an answer from the government in time It would also be nice if this "corespondence" is able to notify me somehow to take a nother look at the matter. Ideally at the end I can mark a "correspondence" as done, so i know that all is done but im still able to look up the paper trail later on for this specific issue.
I think you get my idea. I was wondering how you people are dealing with this problem. Thanks already.