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Update documentation for folders
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@ -1,6 +1,6 @@
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---
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---
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layout: docs
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layout: docs
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title: Curate Metadata
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title: Curate Items
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permalink: doc/curate
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permalink: doc/curate
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---
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---
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@ -86,6 +86,12 @@ same as the search in the search bar (see above).
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The `Name` field only searches in the name property of an item.
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The `Name` field only searches in the name property of an item.
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### Folder
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Set a folder to only show items in that folder. If no folder is set,
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all accessible items are shown. These are all items that either have
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no folder set, or a folder where the current user is member.
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### Tags
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### Tags
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Specify a list of tags that the items must have. When adding tags to
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Specify a list of tags that the items must have. When adding tags to
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---
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---
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layout: docs
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layout: docs
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title: Adding Meta Data
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title: Meta Data
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permalink: doc/metadata
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permalink: doc/metadata
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---
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---
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@ -12,13 +12,13 @@ Docspell processes each uploaded file. Processing involves extracting
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archives, extracting text, anlyzing the extracted text and converting
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archives, extracting text, anlyzing the extracted text and converting
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the file into a pdf. Text is analyzed to find metadata that can be set
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the file into a pdf. Text is analyzed to find metadata that can be set
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automatically. Docspell compares the extracted text against a set of
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automatically. Docspell compares the extracted text against a set of
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known meta data. The *Meta Data* page allows to manage this meta data.
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known meta data. The *Meta Data* page allows to manage this meta data:
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You can create the following:
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- Tags
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- Tags
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- Organizations
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- Organizations
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- Persons
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- Persons
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- Equipments
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- Equipments
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- Folders
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### Tags
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### Tags
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@ -81,6 +81,31 @@ Equipments don't have contact information, so the only property that
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is used to find matches during document processing is its name.
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is used to find matches during document processing is its name.
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### Folders
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Folders provide a way to divide all documents into disjoint subsets.
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Unlike with tags, an item can have at most one folder or none. A
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folder has an owner – the user who created the folder. Additionally,
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it can have members: users of the collective that the owner can assign
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to a folder.
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When searching for items, the results are restricted to items that
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have either no folder assigned or a folder where the current user is
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owner or member. It can be used to control visibility when searching.
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However: there are no hard access checks. For example, if the item id
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is known, any user of the collective can see it and modify its meta
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data.
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One use case is, that you can hide items from other users, like bills
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for birthday presents. In this case it is very unlikely that someone
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can guess the item-id.
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While folders are *not* taken into account when processing documents,
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they can be specified with the upload request or a [source
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url](uploading#anonymous-upload) to have them automatically set when
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they arrive.
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## Document Language
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## Document Language
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An important setting is the language of your documents. This helps OCR
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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
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set to "outgoing". Otherwise it is set to "incoming". To support this,
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set to "outgoing". Otherwise it is set to "incoming". To support this,
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you need to add your own e-mail address(es) to your address book.
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you need to add your own e-mail address(es) to your address book.
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The *Item Folder* setting is used to put all items that are created
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from mails into the specified [folder](metadata#folders). If you
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define a folder here, where you are not a member, you won't find
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resulting items.
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The last field is the *Schedule* which defines when and how often this
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The last field is the *Schedule* which defines when and how often this
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task should run. The syntax is similiar to a date-time string, like
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task should run. The syntax is similiar to a date-time string, like
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`2019-09-15 12:32`, where each part is a pattern to also match multple
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`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.
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Example screenshot:
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Example screenshot:
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<div class="thumbnail">
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<div class="thumbnail">
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<img src="../img/sources-form.jpg">
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<img src="../img/sources-form.png">
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</div>
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</div>
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This example shows a source with name "test". It defines two urls:
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This example shows a source with name "test". Besides a description
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and a name that is only used for displaying purposes, a priority and a
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[folder](metadata#folders) can be specified.
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The priority is used for the processing jobs that are submitted when
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files are uploaded via this endpoint.
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The folder is used to place all items, that result from uploads to
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this endpoint, into this folder.
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The source endpoint defines two urls:
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- `/app/upload/<id>`
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- `/app/upload/<id>`
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- `/api/v1/open/upload/item/<id>`
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- `/api/v1/open/upload/item/<id>`
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@ -27,13 +27,13 @@ options:
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- title: Reverse Proxy
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- title: Reverse Proxy
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url: doc/reverseproxy
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url: doc/reverseproxy
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- title: Adding Meta Data
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- title: Meta Data
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url: doc/metadata
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url: doc/metadata
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- title: Finding Items
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- title: Finding Items
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url: doc/finding
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url: doc/finding
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- title: Curate Metadata
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- title: Curate Items
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url: doc/curate
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url: doc/curate
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- title: Uploads
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- title: Uploads
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