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Update docs: uploads, metadata, custom fields, multi-edit
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@ -12,31 +12,26 @@ amend with existing data.
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After files have been uploaded and the job executor created the
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corresponding items, they will show up on the main page. All items the
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job executor has just created are initially marked as *New*. The
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option *only New* in the left search menu can be used to select only
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new items:
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option *Inbox* in the left search menu can be used to select only new
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items:
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{{ figure(file="docspell-curate-1.jpg") }}
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{{ figure(file="docspell-curate-1.png") }}
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Then you can go through all new items and check their metadata: Click
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on the first item to open the detail view. This shows the documents
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and the meta data in the header.
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# Check selected items
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To change something, click the *Edit* button in the menu above the
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document view. This will open a form next to your documents.
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{{ figure(file="docspell-curate-2.jpg") }}
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# Modify if necessary
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You can compare the data with the documents and change as you like.
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Since the item status is *New*, you'll see the suggestions docspell
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found during processing. If there were multiple candidates, you can
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select another one by clicking its name in the suggestion list.
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select another one by clicking its name in the suggestion list. In
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state *New* the left menu is fully expanded so you see all suggestions
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immediatly.
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{{ figure(file="docspell-curate-3.jpg") }}
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{{ figure(file="docspell-curate-3.png") }}
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When you change something in the form, it is immediatly applied.
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@ -54,11 +49,12 @@ drag&drop.
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If everything looks good, click the *Confirm* button to confirm the
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current data. The *New* status goes away and also the suggestions are
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hidden in this state. You can always go back by clicking the
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*Unconfirm* button.
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hidden in this state. All metadata form fields are folded as they were
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before. You can always go back by clicking the *Unconfirm* button at
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the right of the menu bar.
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{{ figure(file="docspell-curate-5.jpg") }}
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{{ figure(file="docspell-curate-5.png") }}
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# Proceed with next item
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@ -69,4 +65,4 @@ keep the current view, so you can continue checking the data. If you
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are on the last item, the view switches to the listing view when
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clicking *Next*.
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{{ figure(file="docspell-curate-6.jpg") }}
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{{ figure(file="docspell-curate-6.png") }}
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