I’m looking for a service I could install to archive a huge pile of letters, preferably in PDF form, to a database. I’m living in a country where paper is still king, and digital services are either non-existent, or loathed (Germany). My current situation is that I have a mailbox with lots of PDFs all over the place, but also many folders of paper sent in 2007 etc. that I have to keep, but I also have to find them every five years or so.
So what I’d like to have is a service to my homelab, where I could scan these and copy these, that would index them, clean them, OCR them and all that good stuff. It should have really good metadata abilities, because my files are usually named in a very random way, so if I could copy these, and quickly categorize them, that would be really awesome.
There is one service called Papermerge, that kind of fits to my use-case. I spent one afternoon with it, and there were a few issues:
- crashes quite often
- when sending a large folder of PDFs, uses all the CPU and crashes again
- categorizing functions are not very good, it takes time to get everything together and clean when organizing files
This might not be very interesting if your country has digital services for everything, but for us needing to suffer this paper madness, a service to do so would be great.
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I second Paperless NGX. I have been using it for a few years, and it has been working great!
This is the correct and only answer :)
This ticks all your boxes. It’s really good.
The killer feature for me is my networked scanner scanning directly to the paperless consume samba share and the documents just popping up in the inbox fully OCRd and pre-categorised. Pretty magical.
NB, the docs make it sound like a proper DB is optional, but it’s really not. Performance was iffy for me with sqlite but is rock solid with Postgres.
This was it for me now, installed paperless-xng, set it up to scan my email folders, copied all random PDFs from my “organized” tax folder and scanned the rest.
Too bad I just happen to have that Brother printer/scanner without SMB or FTP support. So I need to go through the process of scanning on my computer first, then uploading.
If it can email you can send it to an email address and paperless can automatically grab it and archive it.
I’ve been digging into the settings of this printer and, sadly the only send it can do is as a fax… It’s the entry model, been serving us for years very nicely. It even connects to the internet, but misses features such as email, smb or ftp. For me this looks like something an open source firmware could fix. It has enough processing power to possibly run a lightweight Linux distribution, so installing one that would enable modern communication protocols doesn’t seem impossible.
I’ve had excellent luck with Docspell. https://github.com/eikek/docspell
I love docspell.
Have a look at Paperless.
I’ve been pretty happy with paperless-ngx, it should tick all your boxes
Note that just because everything is digital doesn’t mean something like that isn’t necessary: If you depend on your service provider to keep all of your records then you will be out of luck once they … stop liking you, go out of business, have a technical malfunction, decide they no longer want to keep any records older than X years, …
So even in a all-digital world I’d still keep all the PDF artifacts in something like that.
And I also second the suggestion of paperless-ngx (even though I’m not using it for very long yet, but it’s working great so far).
Of course. My setup now is a Proxmox server + a NAS. What I’m planning to do is to install a service for this to Proxmox, then have the files synced over NFS to the NAS, which then backs them up every night to Backblaze. And of course I need to have the paper copies too, but to be able to search, tag and archive the documents is great when you need to remember a thing X that was mentioned in a paper I got back in 2014.
Just explain me how simple folders by date or/and whoever send the letters in PDF format aren’t enough for a regular person?
The three letters OCR, tagging, fuzzy search and ease of use are the ones for me.
I never needed the date for a letter but quite often its context for example.
Your suggestion just digitalizes physical folders. If that’s enough for you ok - but you’re missing out.
Good luck finding stuff when you have 1000+ files and you only search in the file name
