Update docs: uploads, metadata, custom fields, multi-edit

This commit is contained in:
Eike Kettner 2021-02-19 15:53:18 +01:00
parent 7007cbca5d
commit e3da40380c
43 changed files with 25 additions and 34 deletions

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

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@ -74,7 +74,7 @@ multiple fields. Only one value is allowed to set per item and field.
The example below shows a text field and a money field:
<div class="columns is-centered">
<div class="column is-three-quarters">
<div class="column">
{{ figure(file="custom-fields-03.png") }}
</div>
</div>
@ -92,7 +92,7 @@ next to an input, the value is removed from the item.
The item card also shows custom fields, in the same place as tags:
<div class="columns is-centered">
<div class="column is-half">
<div class="column is-one-quarter">
{{ imgnormal(file="custom-fields-05.png", width=300) }}
</div>
</div>
@ -107,7 +107,7 @@ The search menu shows the same dropdown for selecting a custom field.
Then you can set values that are matched against your items.
<div class="columns is-centered">
<div class="column is-three-quarters">
<div class="column">
{{ figure(file="custom-fields-06.png") }}
</div>
</div>
@ -118,13 +118,9 @@ a wildcard at beginning and/or end to do a substring match:
{{ figure(file="custom-fields-07.png") }}
It is possible to use it for numeric fields, too. Just be aware that
this is text-based matching.
For all numeric and money values, a little summary is displayed next
to the overall item count at the top of the page.
<div class="columns is-centered">
<div class="column is-three-quarters">
{{ figure(file="custom-fields-08.png") }}
</div>
</div>
Using a single `*` allows to find items that have any value set.
A wildcard can be used with all fields. Just be aware that this is
always text-based matching. Using a single `*` allows to find items
that have any value set.

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@ -8,8 +8,9 @@ Docspell allows to edit and delete multiple items at once.
## Toggle Selection Mode
Search the items you want to edit or delete and then select them by
changing into "select mode". This changes the view slightly by adding
a menu to the main area and the item cards have a dashed border:
changing into "select mode". This changes the view slightly by
changing the menu to the main area and the item cards have a dashed
border:
{{ figure(file="multiedit-01.png") }}
@ -36,10 +37,8 @@ selected items. You can change the selection anytime.
{{ figure(file="multiedit-04.png") }}
If you are done, just click on the icon from the beginning to go back
to "normal" mode.
{{ figure(file="multiedit-05.png") }}
If you are done, just click on the *Close* button or the icon from the
beginning to go back to "normal" mode.
### Tags

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