Website tweaks

This commit is contained in:
Eike Kettner 2020-07-30 22:27:10 +02:00
parent 9af02cd90b
commit 8f6202743f
26 changed files with 124 additions and 69 deletions

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@ -62,6 +62,12 @@ files while using their own account with their own settings.
, header = "Text Extraction with OCR"
, description = """
Text is extracted from all files. For scanned documents/images, OCR is used by utilising tesseract. The text is analysed and is available for full-text search.
"""
}
, { image = "img/analyze-feature.png"
, header = "Text Analysis"
, description = """
The extracted text is analyzed and is used to find properties that can be annotated to your documents automatically.
"""
}
, { image = "img/filetype-feature.svg"

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@ -310,4 +310,14 @@ mainHero model =
]
]
]
, div [ class "hero-foot" ]
[ span [ class "unsplash-credit" ]
[ text "Photo by "
, a
[ href "https://unsplash.com/@tersiusvanrhyn"
]
[ text "Tersius van Rhyn"
]
]
]
]

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@ -219,7 +219,7 @@ The modules files are only applicable to the newest version of
Docspell. If you really need an older version, checkout the
appropriate commit.
## NixOS Example
### NixOS Example
This is a example system configuration that installs docspell with a
postgres database. This snippet can be used to create a vm (using

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@ -12,7 +12,7 @@ For the examples below, assume the following:
`localhost:7880` instead.
- The external domain/hostname is `docspell.example.com`
## Configuring Docspell
# Configuring Docspell
These settings require a complement config part in the docspell
configuration file:
@ -51,7 +51,7 @@ server and web application.
If you have examples for more servers, please let me know or add it to
this site.
## Nginx
# Nginx
This defines two servers: one listens for http traffic and redirects
to the https variant. Additionally it defines the let's encrypt

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@ -79,7 +79,7 @@ explained.
## Item
An **Item** is roughly your document, only that an item may span
An *Item* is roughly your document, only that an item may span
multiple files, which are called **attachments**. An item has **meta
data** associated:

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@ -7,6 +7,8 @@ insert_anchor_links = "right"
mktoc = true
+++
# Introduction
Joex is short for *Job Executor* and it is the component managing long
running tasks in docspell. One of these long running tasks is the file
processing task.
@ -28,7 +30,7 @@ compete on getting the next job from the queue. After a job finishes
and no job is waiting in the queue, joex will sleep until notified
again. It will also periodically notify itself as a fallback.
## Task vs Job
# Task vs Job
Just for the sake of this document, a task denotes the code that has
to be executed or the thing that has to be done. It emerges in a job,
@ -37,7 +39,7 @@ up and executed eventually. A job maintains a state and other things,
while a task is just code.
## Scheduler and Queue
# Scheduler and Queue
The scheduler is the part that runs and monitors the long running
jobs. It works together with the job queue, which defines what job to
@ -60,7 +62,7 @@ logged in, jobs are more important that those submitted when not
logged in.
## Scheduler Config
# Scheduler Config
The relevant part of the config file regarding the scheduler is shown
below with some explanations.
@ -128,7 +130,7 @@ reach a joex component. This periodic wakup is just to ensure that
jobs are eventually run.
## Periodic Tasks
# Periodic Tasks
The job executor can execute tasks periodically. These tasks are
stored in the database such that they can be submitted into the job
@ -137,7 +139,7 @@ something with a task. So a periodic task is never submitted twice. It
is also not submitted, if a previous task has not finished yet.
## Starting on demand
# Starting on demand
The job executor and rest server can be started multiple times. This
is especially useful for the job executor. For example, when
@ -152,7 +154,7 @@ Once the files have been processced you can stop the additional
executors.
## Shutting down
# Shutting down
If a job executor is sleeping and not executing any jobs, you can just
quit using SIGTERM or `Ctrl-C` when running in a terminal. But if

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@ -4,6 +4,8 @@ description = "A script to watch a directory for new files and upload them to do
weight = 20
+++
# Introduction
The `consumerdir.sh` is a bash script that works in two modes:
- Go through all files in given directories (recursively, if `-r` is
@ -90,7 +92,7 @@ about duplicates. This allows to keep your files organized using the
file-system and have them mirrored into docspell as well.
## Systemd
# Systemd
The script can be used with systemd to run as a service. This is an
example unit file:
@ -112,7 +114,7 @@ an existing user `someuser` that is used to run this service. The url
url as described [here](@/docs/webapp/uploading.md#anonymous-upload).
## Docker
# Docker
The provided docker image runs this script to watch a single
directory, `./docs` in current directory, for new files. If a new file

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@ -4,6 +4,8 @@ description = "A script to quickly upload files from the command line."
weight = 10
+++
# Introduction
A bash script to quickly upload files from the command line. It reads
a configuration file containing the URLs to upload to. Then each file
given to the script will be uploaded to al URLs in the config.
@ -25,7 +27,7 @@ The key must start with `url`. The urls should be [anonymous upload
urls](@/docs/webapp/uploading.md#anonymous-upload).
## Usage
# Usage
- The `-c` option allows to specifiy a different config file.
- The `-h` option shows a help overview.

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@ -16,7 +16,7 @@ provide a minimal setup, you might want to add tls and spam protection
when opening it to the public.
## What you need
# What you need
You need to own a domain and add the appropriate MX records to point
to your server. In this document, the domain `test.org` is used.
@ -25,14 +25,14 @@ You need to enable the [integration
endpoint](@/docs/webapp/uploading.md#integration-endpoint) in the
docspell configuration.
## Exim
# Exim
[Exim](http://exim.org/) is a popular smtp server (message transfer
agent). It is used here only because of previous knowledge, but same
can be achieved with other MTAs.
## The Config File
# The Config File
Here is the example config file for exim:
@ -83,7 +83,7 @@ notes about the used options (see `man curl`):
`somename`.
## Install with Docker
# Install with Docker
Go into the `tools/exim` directory and build the docker image:
@ -116,7 +116,7 @@ docker-compose up
```
## Test Run
# Test Run
Now it is possible to send mails to this MTA which will be immediatly
uploaded to docspell for the collective corresponding to the

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@ -7,7 +7,7 @@ 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.
## Select New items
# Select New items
After files have been uploaded and the job executor created the
corresponding items, they will show up on the main page. All items,
@ -18,7 +18,7 @@ items:
{{ figure(file="docspell-curate-1.jpg") }}
## Check selected items
# Check selected items
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
@ -27,7 +27,7 @@ and the meta data in the header.
{{ figure(file="docspell-curate-2.jpg") }}
## Modify if necessary
# Modify if necessary
To change something, click the *Edit* button in the menu above the
document view. This will open a form next to your documents. You can
@ -44,7 +44,7 @@ when changing text fields, a click on the *Save* symbol next to the
field is required.
## Confirm
# Confirm
If everything looks good, click the *Confirm* button to confirm the
current data. The *New* status goes away and also the suggestions are
@ -55,7 +55,7 @@ hidden in this state. You can always go back by clicking the
{{ figure(file="docspell-curate-5.jpg") }}
## Proceed with next item
# Proceed with next item
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

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@ -24,7 +24,7 @@ your e-mail account to send mails on behalf of you and receive your
mails.*
## SMTP Settings
# SMTP Settings
For sending mail, you need to provide information to connect to a SMTP
server. Every e-mail provider has this information somewhere
@ -61,7 +61,7 @@ possible to set up these settings for multiple providers, so you can
choose from which account you want to send mails.
## IMAP Settings
# IMAP Settings
For receiving e-mails, you need to provide information to connect to
an IMAP server. Your e-mail provider should have this information
@ -88,7 +88,7 @@ Here is an example for posteo.de:
- SSL: use `StartTLS`
## SSL / TLS / StartTLS
# SSL / TLS / StartTLS
*Please Note: If `SSL` is set to `None`, then mails will be sent
unencrypted to your mail provider! If `Ignore certificate check` is
@ -97,7 +97,7 @@ provider is wrongly configured for SSL/TLS. This flag should only be
enabled if you know why.*
## GMail
# GMail
Authenticating with GMail may be not so simple. GMail implements an
authentication scheme called *XOAUTH2* (at least for Imap). It will

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@ -14,7 +14,7 @@ menu with many options. Both are active at the same time, but only one
is visible. You can switch between them without affecting the results.
## Search Bar
# Search Bar
{{ imgright(file="search-bar.png") }}
@ -22,7 +22,7 @@ By default, the search bar is shown. It provides a refined view of the
search menu. The dropdown contains different options to do a quick
search.
### *All Names* and *Contents*
## *All Names* and *Contents*
These two options correspond to the same named field in the search
menu. If you switch between search menu and search bar (by clicking
@ -54,7 +54,7 @@ restricted by the search term given in the search-bar, but also by
what is specified in the search menu.
### *Contents Only*
## *Contents Only*
This option has no corresponding part in the search menu. Searching
with this option active, there is only a full text search done in the
@ -65,33 +65,33 @@ respect to the search term. This ordering is returned from the full
text search engine and is simply transfered unmodified.
## Search Menu
# Search Menu
{{ imgright(file="search-menu.png") }}
The search menu can be opened by clicking the left icon in the top
bar. It shows some options to constrain the item list:
### Show new items
## Show new items
Clicking the checkbox "Only new" shows items that have not been
"Confirmed". All items that have been created by docspell and not
looked at are marked as "new" automatically.
### Names
## Names
Searches in names of certain properties. The `All Names` field is the
same as the search in the search bar (see above).
The `Name` field only searches in the name property of an item.
### Folder
## Folder
Set a folder to only show items in that folder. If no folder is set,
all accessible items are shown. These are all items that either have
no folder set, or a folder where the current user is member.
### Tags
## Tags
Specify a list of tags that the items must have. When adding tags to
the "Include" list, an item must have all these tags in order to be
@ -100,15 +100,15 @@ included in the results.
When adding tags to the "Exclude" list, then an item is removed from
the results if it has at least one of these tags.
### Correspondent
## Correspondent
Pick a correspondent to show only these items.
### Concerned
## Concerned
Pick a concerned entity to show only these items.
### Date
## Date
Specify a date range to show only items whose date property is within
this range. If you want to see items of a specific day, choose the
@ -117,18 +117,18 @@ same day for both fields.
For items that don't have an explicitly date property set, the created
date is used.
### Due Date
## Due Date
Specify a date range to show only items whose due date property is
within this range. Items without a due date are not shown.
### Direction
## Direction
Specify whether to show only incoming, only outgoing or all items.
## Customize Substring Search
# Customize Substring Search
The substring search of the *All Names* and *Name* field can be
customized in the following way: A wildcard `*` can be used at the
@ -144,10 +144,10 @@ unless one of the following is true:
- The term is enclosed in quotes `"`.
## Full Text Search
# Full Text Search
### The Query
## The Query
The query string for full text search is very powerful. Docspell
currently supports [Apache SOLR](https://lucene.apache.org/solr/) as
@ -170,7 +170,7 @@ It will by default search all indexed fields, which are: attachment
contents, attachment names, item name and item notes.
### The Results
## The Results
When using full text search, each item in the result list is annotated
with the highlighted occurrence of the match.

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@ -12,13 +12,13 @@ people outside docspell.
All sent mails are stored attached to the item.
## E-Mail Settings (SMTP)
# E-Mail Settings (SMTP)
To send mails, there are SMTP settings required. Please see the page
about [e-mail settings](@/docs/webapp/emailsettings.md#smtp-settings).
## Sending Mails
# Sending Mails
Currently, it is possible to send mails related to only one item. You
can define the mail body and docspell will add the attachments of an
@ -53,7 +53,7 @@ Once you click *Send*, the docspell server will send the mail using
your connection settings. If that succeeds the mail is saved to the
database and you'll see a message in the form.
## Accessing Sent Mails
# Accessing Sent Mails
If there is an e-mail for an item, a tab shows up at the right side,
next to the attachments.

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@ -5,6 +5,8 @@ weight = 10
mktoc = true
+++
# Metadata
Docspell processes each uploaded file. Processing involves extracting
archives, extracting text, anlyzing the extracted text and converting
the file into a pdf. Text is analyzed to find metadata that can be set
@ -17,8 +19,7 @@ known meta data. The *Meta Data* page allows to manage this meta data:
- Equipments
- Folders
### Tags
## Tags
Items can be tagged with multiple custom tags (aka labels). This
allows to describe many different workflows people may have with their
@ -37,7 +38,7 @@ not automatically associate tags to your items. The tags are only
meant to be used manually for now.
### Organization and Person
## Organization and Person
The organization entity represents an non-personal (organization or
company) correspondent of an item. Docspell will choose one or more
@ -65,7 +66,7 @@ document processing. They might be useful when using this as a real
address book.
### Equipment
## Equipment
The equipment entity is almost like a tag. In fact, it could be
replaced by a tag with a specific known category. The difference is
@ -78,7 +79,7 @@ Equipments don't have contact information, so the only property that
is used to find matches during document processing is its name.
### Folders
## Folders
Folders provide a way to divide all documents into disjoint subsets.
Unlike with tags, an item can have at most one folder or none. A
@ -103,7 +104,7 @@ url](uploading#anonymous-upload) to have them automatically set when
they arrive.
## Document Language
# Document Language
An important setting is the language of your documents. This helps OCR
and text analysis. You can select between English and German

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@ -19,7 +19,7 @@ multiple e-mail accounts you want to import periodically.
{{ figure(file="scanmailbox-list.png") }}
## Details
# Details
Creating a task requires the following information:
@ -84,7 +84,7 @@ multiples of `7` added to it. In other words, it matches `1`, `1+7`,
`1+7+7`, `1+7+7+7` and so on.
## Reading Mails twice / Duplicates
# Reading Mails twice / Duplicates
Since users can move around mails in their mailboxes, it can happen
that docspell unintentionally reads a mail multiple times. If docspell
@ -104,7 +104,7 @@ In later versions, docspell may use the checksum of the generated eml
file to look for duplicates, too.
## How it works
# How it works
Docspell will go through all folders and download mails in “batches”.
This size can be set by the admin in the [configuration

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@ -7,7 +7,7 @@ This page describes, how files can get into docspell. Technically,
there is just one way: via http multipart/form-data requests.
## Authenticated Upload
# Authenticated Upload
From within the web application there is the "Upload Files"
page. There you can select multiple files to upload. You can also
@ -25,12 +25,12 @@ This obviously requires an authenticated user. While this is handy for
ad-hoc uploads, it is very inconvenient for automating it by custom
scripts. For this the next variant exists.
## Anonymous Upload
# Anonymous Upload
It is also possible to upload files without authentication. This
should make tools that interact with docspell much easier to write.
### Creating Anonymous Uploads
# Creating Anonymous Uploads
Go to "Collective Settings" and then to the "Source" tab. A *Source*
identifies an endpoint where files can be uploaded
@ -88,7 +88,7 @@ docspell count the files uploaded through the web interface, just
create a source (can be inactive) with that name (`webapp`).
## Integration Endpoint
# Integration Endpoint
Another option for uploading files is the special *integration
endpoint*. This endpoint allows an admin to upload files to any
@ -125,7 +125,7 @@ checksum with:
See the [SMTP gateway](@/docs/tools/smtpgateway.md) or the [consumedir
script](@/docs/tools/consumedir.md) for examples to use this endpoint.
## The Request
# The Request
This gives more details about the request for uploads. It is a http
`multipart/form-data` request, with two possible fields:

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@ -8,10 +8,16 @@ $dwhite: #f0f8ff
$code: $dblue
$pre: $dblue
@import url('https://fonts.googleapis.com/css?family=Nunito:400,700')
@import url('https://fonts.googleapis.com/css?family=Libre+Baskerville:400,700')
@import url('https://fonts.googleapis.com/css?family=Montserrat:400,600')
@import url('https://fonts.googleapis.com/css?family=Source+Code+Pro:400')
// Update Bulma's global variables
$family-sans-serif: "Nunito", sans-serif
$family-serif: "Libre Baskerville",serif
$family-sans-serif: "Montserrat", sans-serif
$family-monospace: "Source Code Pro",monospace
//$family-primary: $family-serif
/* $grey-dark: $brown;
/* $grey-light: $beige-light;
$primary: $dred
@ -20,6 +26,9 @@ $info: $infoblue
//josh-rose-trYl7JYATH0-unsplash
//tersius-van-rhyn-xcQWMPm9fG8-unsplash
//cassie-boca-x-tbVqkfQCU-unsplash
//jf-martin-Ofs3LjEUcrk-unsplash
// background: linear-gradient(rgba(0, 0, 0, 0.5), rgba(0, 0, 0, 1)), url(img/jf-martin-Ofs3LjEUcrk-unsplash.jpg)
//jesse-gardner-EqdpXeemf58-unsplash
#hero-main
background: url(img/tersius-van-rhyn-xcQWMPm9fG8-unsplash.jpg)
background-size: 100% 100%
@ -36,6 +45,13 @@ $info: $infoblue
&:hover
box-shadow: 1px 1px 3px $info;
h1
font-family: $family-serif
.doc
h1
border-bottom: 1px solid #ccc
a.zola-anchor
padding-left: 0.75rem
display: none
@ -62,6 +78,14 @@ nav.breadcrumb
&:hover
color: black
span.unsplash-credit
color: #444
float: right
font-size: smaller
a
color: #444
&:hover
color: #666
//import all of bulma
@import "../../node_modules/bulma/bulma.sass"

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@ -23,6 +23,7 @@
</section>
<section class="section">
<div class="container">
<div class="content is-size-5">
This is the documentation for Docspell, version {{ config.extra.version }}.
</div>
@ -51,6 +52,7 @@
</div>
{% endfor %}
</div>
</div>
</section>

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@ -80,8 +80,10 @@
</div>
<div class="column is-9">
<div class="content">
{{ page.content | safe }}
<div class="container">
<div class="content doc">
{{ page.content | safe }}
</div>
</div>
</div>
</div>

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@ -61,8 +61,10 @@
</div>
<div class="column is-9">
<div class="content">
{{ section.content | safe }}
<div class="container">
<div class="content doc">
{{ section.content | safe }}
</div>
</div>
</div>
</div>
@ -71,8 +73,10 @@
{% if not section.extra.mktoc %}
<section class="section pt-2">
<div class="content">
{{ section.content | safe }}
<div class="container">
<div class="content doc">
{{ section.content | safe }}
</div>
</div>
</section>
{% endif %}