Comment by ornornor

I use paperless-ngx with about 10 document types. Most documents don’t have a type. I scan everything we get in paper form (mail, prescriptions, anything) with a document scanner and dump it all in there. For email pdf I forward it to an account that ingests the documents.

It has a classifier so after a while it picks up the date, correspondant (if you set it), document type automatically.

Daily backups to rsync.net and the export function is a dump of all the files + metadata in json format.

The search (via OCR) is pretty good and it’s the easiest system to manage I’ve found. I used mayanedms before but it’s too cumbersome and upgrading major versions was very complicated.