12 mo. ago • 100%

Wanted: Document Management System with OCR

I have an unRAID server with a bunch of dockers on, and yet I'm still scanning and filing my documents in an SMB share like a goon!

What options are out there for me? I'm after something that has the following features:

- Scan to email functionality for ingest as well as manual ingest from another digital file share

- OCR

- Tagging

I'm honestly not sure what else

Suggestions?

21 comments

We use Nextcloud for this.

1
- How exactly do you do that?
  
  1
  
  You can find the answer in the documentation of Nextcloud + various apps.
  
  1
Paperless-NGX?

1
I’m drinking the paperless-ngx koolaid very hard. Have digitized over 1k documents into it so far. Fast and easy to use.

1
- The only issue I see with paperless-ngx is that you cannot use an existing folder structure, or has that changed in the meantime?
  
  I would like to access the documents via paperless-ngx but would also like to preserve and continue to use my existing folder structure, especially to make retrieval of documents easier for someone else than me in case of emergency or if I cannot use paperless-ngx for whatever reason.
  
  I have made the experience that following along a clearly defined logical folder structure is easier for someone who hasn't spend ours creating the structure themselves or doesn't know about paperless-ngx.
  
  1
  
  There are “storage partitions” (if I’m remembering the wording correctly) that let you put documents into physical storage locations, but there’s not a formal folder structure. For me I constantly found myself needing documents in two places (eg: property tax bill in both the folder for my house as well as my annual income tax filing, since I want all the documents for that together too). Formal folder structure was too limiting for me. Having things tagged just works better for me and eliminated my problem of having to commit to a folder structure that I wouldn’t like next year.
  
  1
  
  While it doesn’t use a fixed folder structure, you can decide the folder structure for each file based on any attribute. So all 2023 receipts for car a can go to “car a/receipts/2023” or “receipts/2023/car a” of whatever you wish. Really flexible! And if you change idea, you change the scheme and all the files are moved where they belong!
  
  1
- With the last upgrade I can't scan in any docs and I get errors:
  
  documents.parsers.ParseError: SubprocessOutputError: Ghostscript rasterizing failed. See logs for more information.
  
  You aren't having that? I did some searching and none of the workarounds aren't working.... around the issue.
  
  1
  
  I am on version 1.17.4, not having any issues scanning in documents still. Loaded a few more in today.
  
  1
  
  I was having that error and it was caused by a compose configuration. I had /tmp incorrectly mapped. Removed the map entirely. Started working again.
  
  1
Paperless-NGX is the way to go.

Bonus points if you’re on iPhone because QuickScan recently added Paperless-NGX support so you can quickly scan and upload documents without a hassle.

1
- anything on android?
  
  1
  
  There is "paperless share", which adds paperless to the share options when you click on the share button of something
  
  1
- there are multiple apps on the app store named QuickScan - what one is it? i'd like to try it out
  
  1
  
  The app icon is green and it’s by iSolid Apps.
  
  Here’s the direct link: https://apps.apple.com/us/app/ocr-scanner-quickscan/id1513790291
  
  Honestly this is such a cool app cause it’ll also OCR documents for you if you’d like and none of the features are behind a paywall. Hidden gem in the modern age of everything being a subscription.
  
  1
Look at nextcloud. It can be mapped to use existing file structure. Has plenty of plugins to do file management, file routing, ocr.

Sterling PDF might be a useful tool as well.

1
You can use nextcloud with applications. One day I was playing with PDF files without a text layer. I have everything set up to automatically recognize and apply a text layer to PDF files.
Nextcloud has many features, you can look in more detail. File synchronization, working with mail, instant messengers and much more.

This section will be useful:
Flow
Flow configuration
Files access control
Denied access
Examples
Denying access to folders
Prevent uploading of specific files
Common misconfigurations
Available rules
Automated tagging of files
Assigning restricted and invisible tags
Example
Available rules
Executing actions
Retention of files
Example
Common misconfigurations

1
BlinkEDM

1

You've viewed 21 comments.