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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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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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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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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option *Inbox* in the left search menu can be used to select only new
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new items:
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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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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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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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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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# Modify if necessary
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You can compare the data with the documents and change as you like.
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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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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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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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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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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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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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hidden in this state. All metadata form fields are folded as they were
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*Unconfirm* button.
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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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# 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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are on the last item, the view switches to the listing view when
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clicking *Next*.
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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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BIN
website/site/content/docs/webapp/custom-fields-01-dark.png
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website/site/content/docs/webapp/custom-fields-02-dark.png
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website/site/content/docs/webapp/custom-fields-03-dark.png
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website/site/content/docs/webapp/custom-fields-04-dark.png
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@ -74,7 +74,7 @@ multiple fields. Only one value is allowed to set per item and field.
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The example below shows a text field and a money field:
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The example below shows a text field and a money field:
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<div class="columns is-centered">
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<div class="columns is-centered">
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<div class="column is-three-quarters">
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<div class="column">
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{{ figure(file="custom-fields-03.png") }}
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{{ figure(file="custom-fields-03.png") }}
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</div>
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</div>
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</div>
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</div>
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@ -92,7 +92,7 @@ next to an input, the value is removed from the item.
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The item card also shows custom fields, in the same place as tags:
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The item card also shows custom fields, in the same place as tags:
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<div class="columns is-centered">
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<div class="columns is-centered">
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<div class="column is-half">
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<div class="column is-one-quarter">
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{{ imgnormal(file="custom-fields-05.png", width=300) }}
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{{ imgnormal(file="custom-fields-05.png", width=300) }}
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</div>
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</div>
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</div>
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</div>
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@ -107,7 +107,7 @@ The search menu shows the same dropdown for selecting a custom field.
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Then you can set values that are matched against your items.
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Then you can set values that are matched against your items.
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<div class="columns is-centered">
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<div class="columns is-centered">
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<div class="column is-three-quarters">
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<div class="column">
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{{ figure(file="custom-fields-06.png") }}
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{{ figure(file="custom-fields-06.png") }}
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</div>
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</div>
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</div>
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</div>
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@ -118,13 +118,9 @@ a wildcard at beginning and/or end to do a substring match:
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{{ figure(file="custom-fields-07.png") }}
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{{ figure(file="custom-fields-07.png") }}
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It is possible to use it for numeric fields, too. Just be aware that
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For all numeric and money values, a little summary is displayed next
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this is text-based matching.
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to the overall item count at the top of the page.
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<div class="columns is-centered">
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A wildcard can be used with all fields. Just be aware that this is
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<div class="column is-three-quarters">
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always text-based matching. Using a single `*` allows to find items
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{{ figure(file="custom-fields-08.png") }}
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that have any value set.
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</div>
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</div>
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Using a single `*` allows to find items that have any value set.
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website/site/content/docs/webapp/docspell-curate-1-dark.png
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website/site/content/docs/webapp/docspell-curate-3.png
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website/site/content/docs/webapp/docspell-curate-5-dark.png
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website/site/content/docs/webapp/docspell-curate-5.png
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website/site/content/docs/webapp/docspell-curate-6-dark.png
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website/site/content/docs/webapp/docspell-curate-6.png
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website/site/content/docs/webapp/multiedit-01-dark.png
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@ -8,8 +8,9 @@ Docspell allows to edit and delete multiple items at once.
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## Toggle Selection Mode
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## Toggle Selection Mode
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Search the items you want to edit or delete and then select them by
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Search the items you want to edit or delete and then select them by
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changing into "select mode". This changes the view slightly by adding
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changing into "select mode". This changes the view slightly by
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a menu to the main area and the item cards have a dashed border:
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changing the menu to the main area and the item cards have a dashed
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border:
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{{ figure(file="multiedit-01.png") }}
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{{ figure(file="multiedit-01.png") }}
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@ -36,10 +37,8 @@ selected items. You can change the selection anytime.
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{{ figure(file="multiedit-04.png") }}
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{{ figure(file="multiedit-04.png") }}
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If you are done, just click on the icon from the beginning to go back
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If you are done, just click on the *Close* button or the icon from the
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to "normal" mode.
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beginning to go back to "normal" mode.
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{{ figure(file="multiedit-05.png") }}
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### Tags
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### Tags
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