• 0 Posts
  • 6 Comments
Joined 3 years ago
Cake day: June 14th, 2023
  • a_fancy_kiwi@lemmy.worldtoSelfhosted@lemmy.world•Paperless-ngx and seeking suggestions for getting into a decent workflowEnglish
    4·
    10 hours ago

    I’m not sure exactly what you are looking for but here is my workflow:

    1. Laptop - This is where I do most of the uploading to paperless. When I get an important document over email, buy something online that’s expensive enough for me to want to save the receipt, or buy something that comes with a digital manual, I download the PDF and upload the document to paperless in the browser.

    2. Phone - I have an iPhone and use Swift Paperless to upload physical mail, physical receipts, or physical manuals I can’t find online.

    I know I can set up Paperless to pull documents from my email automatically but it’s not very good at guessing the tags and correspondents in my experience, and because it’s not good at guessing the correspondents and tags, I have to manually edit the documents anyway so I might as well upload them myself. I’ve just got into the habit of getting a document, knowing I might want to view it later, and upload it right then or later that day. The built in OCR works great.

    Edit: Oh, my behavior has changed a little because of paperless too. I now ask everyone for a receipt, email confirmations when talking with customer service, or if I’m dealing with a business that only hands me paper documents, I ask them to email them to me too. I’m pretty annoying about it. Basically, if the transaction is important enough to me, it doesn’t end until I get proof that I can upload to paperless.

  • a_fancy_kiwi@lemmy.worldtoSelfhosted@lemmy.world•How to not loose important documents?English
    3·
    18 days ago

    I have a NAS with a couple of SSDs configured in a ZFS mirror that backs up to a Raid Z2 storage pool on the same NAS. Again, on that NAS, I run Paperless-ngx in a docker container. Finally, I use the iOS app Swift Paperless to upload documents to Paperless-ngx. All done over Tailscale.

    My load bearing NAS has a lot of redundancy but no offsite backups so I still keep some important documents in the cloud. I’m saving up for another NAS that I can keep at a family members house but prices are insane right now :/

    If you can follow the 3-2-1 storage rule without using the cloud, that’s awesome. However, the upfront cost can be expensive depending on how much you are storing. Just do the best you can using whatever you have available to you, even if that means using iCloud as part of your setup.