Update documentation for folders

This commit is contained in:
Eike Kettner 2020-07-17 00:02:25 +02:00
parent 94089fd0b6
commit 99210365ce
10 changed files with 54 additions and 8 deletions

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@ -1,6 +1,6 @@
---
layout: docs
title: Curate Metadata
title: Curate Items
permalink: doc/curate
---

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@ -86,6 +86,12 @@ same as the search in the search bar (see above).
The `Name` field only searches in the name property of an item.
### 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
Specify a list of tags that the items must have. When adding tags to

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@ -1,6 +1,6 @@
---
layout: docs
title: Adding Meta Data
title: Meta Data
permalink: doc/metadata
---
@ -12,13 +12,13 @@ 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
automatically. Docspell compares the extracted text against a set of
known meta data. The *Meta Data* page allows to manage this meta data.
You can create the following:
known meta data. The *Meta Data* page allows to manage this meta data:
- Tags
- Organizations
- Persons
- Equipments
- Folders
### Tags
@ -81,6 +81,31 @@ Equipments don't have contact information, so the only property that
is used to find matches during document processing is its name.
### 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
folder has an owner the user who created the folder. Additionally,
it can have members: users of the collective that the owner can assign
to a folder.
When searching for items, the results are restricted to items that
have either no folder assigned or a folder where the current user is
owner or member. It can be used to control visibility when searching.
However: there are no hard access checks. For example, if the item id
is known, any user of the collective can see it and modify its meta
data.
One use case is, that you can hide items from other users, like bills
for birthday presents. In this case it is very unlikely that someone
can guess the item-id.
While folders are *not* taken into account when processing documents,
they can be specified with the upload request or a [source
url](uploading#anonymous-upload) to have them automatically set when
they arrive.
## Document Language
An important setting is the language of your documents. This helps OCR

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@ -69,6 +69,11 @@ that belongs to a “concerning” person in your address book, then it is
set to "outgoing". Otherwise it is set to "incoming". To support this,
you need to add your own e-mail address(es) to your address book.
The *Item Folder* setting is used to put all items that are created
from mails into the specified [folder](metadata#folders). If you
define a folder here, where you are not a member, you won't find
resulting items.
The last field is the *Schedule* which defines when and how often this
task should run. The syntax is similiar to a date-time string, like
`2019-09-15 12:32`, where each part is a pattern to also match multple

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@ -49,10 +49,20 @@ your username is not visible.
Example screenshot:
<div class="thumbnail">
<img src="../img/sources-form.jpg">
<img src="../img/sources-form.png">
</div>
This example shows a source with name "test". It defines two urls:
This example shows a source with name "test". Besides a description
and a name that is only used for displaying purposes, a priority and a
[folder](metadata#folders) can be specified.
The priority is used for the processing jobs that are submitted when
files are uploaded via this endpoint.
The folder is used to place all items, that result from uploads to
this endpoint, into this folder.
The source endpoint defines two urls:
- `/app/upload/<id>`
- `/api/v1/open/upload/item/<id>`

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@ -27,13 +27,13 @@ options:
- title: Reverse Proxy
url: doc/reverseproxy
- title: Adding Meta Data
- title: Meta Data
url: doc/metadata
- title: Finding Items
url: doc/finding
- title: Curate Metadata
- title: Curate Items
url: doc/curate
- title: Uploads

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