Update docs: finding, mail-item, processing
@ -9,49 +9,33 @@ Items can be searched by their annotated meta data and their contents
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using full text search. The landing page shows a list of current
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items. Items are displayed sorted by their date, newest first.
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Docspell has two modes for searching: a simple search bar and a search
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menu with many options. Both are active at the same time, but only one
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is visible. You can switch between them without affecting the results.
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# Search Bar
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{{ imgright(file="search-bar.png") }}
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By default, the search bar is shown. It provides a shortcut to search
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for names and a mode for fulltext-only search. The dropdown contains
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the different options.
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The search bar let's you search in item and attachment names names and
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do fulltext search. The icon next to the search field can switch
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between these modes.
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## The *Names* option {#names}
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This option corresponds to the same named field in the search menu. If
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you switch between search menu and search bar (by clicking the icon on
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the left), you'll see that they are the same fields. Typing in the
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search bar also fills the corresponding field in the search menu (and
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vice versa).
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The *Names* searches in the item name, names of correspondent
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organization and person, and names of concering person and equipment.
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It uses a simple substring search. When searching with this option
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active, it simply submits the (hidden) search menu. So if the menu has
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This searches in the item name, names of correspondent organization
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and person, and names of concering person and equipment. It uses a
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simple substring search. When searching with this option active, it
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simply submits the (maybe hidden) search menu. So if the menu has
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other fields filled out, they will affect the result, too.
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If the left button in the search bar shows a little blue bubble, it
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means that there are more search fields filled out in the search menu
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that you currently can't see. In this case the results are not only
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restricted by the search term given in the search-bar, but also by
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what is specified in the search menu.
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## The *Contents* option {#contents-only}
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## The *Contents Only* option {#contents-only}
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Searching with this option active, there is a full text search done
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in: attachments contents, attachment names, item name and item notes.
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This option has no corresponding part in the search menu. Searching
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with this option active, there is a full text search done in:
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attachments contents, attachment names, item name and item notes.
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The results are not ordered by item date, but by relevance with
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respect to the search term. This ordering is returned from the full
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text search engine and is simply transfered unmodified.
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If no other fields are selected, the results are not ordered by item
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date, but by relevance with respect to the search term. This ordering
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is returned from the full text search engine and is simply transfered
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unmodified.
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# Search Menu
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@ -61,26 +45,12 @@ text search engine and is simply transfered unmodified.
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The search menu can be opened by clicking the left icon in the top
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bar. It shows some options to constrain the item list:
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## Show new items
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## Inbox
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Clicking the checkbox "Only new" shows items that have not been
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Clicking the checkbox "Inbox" shows items that have not been
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"Confirmed". All items that have been created by docspell and not
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looked at are marked as "new" automatically.
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## Fulltext and Name Search
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You can choose tags or correspondents in the search menu and further
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restrict the results using full text search with the *content* field.
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If this is the only filled field, then a normal fulltext search is
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done. It is exactly the same as filling out the *Contents Only* search
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bar. However, if some other fields are also set, then first a search
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using all other fields is done and these results are then further
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constraint by a fulltext search.
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You can switch to "Name Search" using the little icon on the right.
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This will then only search in item names and notes.
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## Tags & Tag Categories
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Click on a tag to show only items with this tag, the tag is marked
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@ -156,6 +126,9 @@ date is used.
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Specify a date range to show only items whose due date property is
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within this range. Items without a due date are not shown.
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## Source
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This field allows to search by source id. Wildcards are supported.
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## Direction
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@ -164,12 +137,12 @@ Specify whether to show only incoming, only outgoing or all items.
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# Customize Substring Search
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The substring search of the *All Names* and *Name* field can be
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customized in the following way: A wildcard `*` can be used at the
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start or end of a search term to do a substring match. A `*` means
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"everything". So a term `*company` matches all names ending in
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`company` and `*company*` matches all names containing the word
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`company`. The matching is case insensitive.
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The substring search of *Search in names* field can be customized in
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the following way: A wildcard `*` can be used at the start or end of a
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search term to do a substring match. A `*` means "everything". So a
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term `*company` matches all names ending in `company` and `*company*`
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matches all names containing the word `company`. The matching is case
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insensitive.
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Docspell adds a `*` to the front and end of a term automatically,
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unless one of the following is true:
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website/site/content/docs/webapp/mail-item-2.png
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website/site/content/docs/webapp/mail-item-4.png
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@ -27,7 +27,7 @@ item, or you may choose to send the mail without any attachments.
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In the item detail view, click on the envelope icon to open the mail
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form:
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{{ figure(file="mail-item-1.jpg") }}
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{{ figure(file="mail-item-1.png") }}
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Then write the mail. Multiple recipients may be specified. The input
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field shows completion proposals from all contacts in your address
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@ -55,16 +55,11 @@ database and you'll see a message in the form.
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# Accessing Sent Mails
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If there is an e-mail for an item, a tab shows up at the right side,
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next to the attachments.
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If there is an e-mail for an item, another section is rendered below
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the item notes.
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{{ figure(file="mail-item-2.jpg") }}
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{{ figure(file="mail-item-2.png") }}
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This tab shows a list of all mails that have been sent related to this
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item.
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Clicking on a the eye icon opens the mail.
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{{ figure(file="mail-item-3.jpg") }}
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Clicking on a mail opens it in detail.
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{{ figure(file="mail-item-4.jpg") }}
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{{ figure(file="mail-item-4.png") }}
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website/site/content/docs/webapp/notify-due-items.png
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@ -19,7 +19,7 @@ will be submitted to the job queue and is picked up by an available
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[job executor](@/docs/joex/_index.md) eventually. This can be setup in
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the user settings page.
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{{ figure(file="notify-due-items.jpg") }}
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{{ figure(file="notify-due-items.png") }}
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At first, the task can be disabled/enabled any time.
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website/site/content/docs/webapp/processing-queue.png
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@ -17,7 +17,7 @@ page refreshes itself automatically to show the progress.
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Example screenshot:
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{{ figure(file="processing-queue.jpg") }}
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{{ figure(file="processing-queue.png") }}
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You can cancel running jobs or remove waiting ones from the queue. If
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you click on the small file symbol on finished jobs, you can inspect
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