docspell/website/site/content/docs/webapp/curate.md

73 lines
2.1 KiB
Markdown
Raw Normal View History

2020-07-27 20:13:22 +00:00
+++
title = "Curate Items"
weight = 20
+++
Curating the items meta data helps finding them later. This page
describes how you can quickly go through those items and correct or
amend with existing data.
2020-07-30 20:27:10 +00:00
# Select New items
2020-07-27 20:13:22 +00:00
After files have been uploaded and the job executor created the
2020-11-15 23:42:10 +00:00
corresponding items, they will show up on the main page. All items the
job executor has just created are initially marked as *New*. The
option *only New* in the left search menu can be used to select only
new items:
2020-07-27 20:13:22 +00:00
{{ figure(file="docspell-curate-1.jpg") }}
Then you can go through all new items and check their metadata: Click
on the first item to open the detail view. This shows the documents
and the meta data in the header.
2020-08-08 16:25:17 +00:00
# Check selected items
To change something, click the *Edit* button in the menu above the
document view. This will open a form next to your documents.
2020-07-27 20:13:22 +00:00
{{ figure(file="docspell-curate-2.jpg") }}
2020-07-30 20:27:10 +00:00
# Modify if necessary
2020-07-27 20:13:22 +00:00
2020-08-08 16:25:17 +00:00
You can compare the data with the documents and change as you like.
Since the item status is *New*, you'll see the suggestions docspell
found during processing. If there were multiple candidates, you can
select another one by clicking its name in the suggestion list.
2020-07-27 20:13:22 +00:00
{{ figure(file="docspell-curate-3.jpg") }}
When you change something in the form, it is immediatly applied.
2020-07-27 20:13:22 +00:00
2020-08-09 08:16:40 +00:00
It is also possible to change tags and folders in the list view via
drag&drop.
<div class="columns is-centered">
<div class="column is-narrow">
{{ imgnormal(file="drop-tag.png", width="500px") }}
</div>
</div>
2020-07-27 20:13:22 +00:00
2020-07-30 20:27:10 +00:00
# Confirm
2020-07-27 20:13:22 +00:00
If everything looks good, click the *Confirm* button to confirm the
current data. The *New* status goes away and also the suggestions are
hidden in this state. You can always go back by clicking the
*Unconfirm* button.
{{ figure(file="docspell-curate-5.jpg") }}
2020-07-30 20:27:10 +00:00
# Proceed with next item
2020-07-27 20:13:22 +00:00
To look at the next item in the search results, click the *Next*
button in the menu (next to the *Edit* button). Clicking next, will
keep the current view, so you can continue checking the data. If you
are on the last item, the view switches to the listing view when
clicking *Next*.
{{ figure(file="docspell-curate-6.jpg") }}