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69 lines
2.1 KiB
Markdown
69 lines
2.1 KiB
Markdown
+++
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title = "Curate Items"
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weight = 20
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Curating the items meta data helps finding them later. This page
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describes how you can quickly go through those items and correct or
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amend with existing data.
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# Select New items
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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 *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.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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# 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. 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.png") }}
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When you change something in the form, it is immediatly applied.
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It is also possible to change tags and folders in the list view via
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drag&drop.
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<div class="columns is-centered">
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<div class="column is-narrow">
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{{ imgnormal(file="drop-tag.png", width="500px") }}
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</div>
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</div>
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# Confirm
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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. 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.png") }}
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# Proceed with next item
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To look at the next item in the search results, click the *Next*
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button in the menu (next to the *Edit* button). Clicking next, will
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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.png") }}
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