Inbox Process #4646
Closed
endurance0
started this conversation in
General
Inbox Process
#4646
Replies: 1 comment
-
This discussion has been automatically closed due to inactivity. Please see our contributing guidelines for more details. |
Beta Was this translation helpful? Give feedback.
0 replies
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
-
Hello together
I have just switched from Evernote to PaperlessNGX and now have the following scenario:
All my Document Types and Correspondents are set to Automatic Matching. (Which I think makes sense)
My general procedure looks like this: As soon as I receive a new document, whether by mail or by post, it is filed in Conume Folder, and then processed once a month, or every two months. I.e. assigned to a correspondent, date checked, doc type and tag assigned if necessary.
During the first import, I did this using a filter, i.e. I filtered unassigned documents (correspondents) and then processed them. Now I have noticed that some documents have already been assigned, sometimes incorrectly, but these are not taken into account in my process as they are already assigned.
What is the best way to do this? Assign an inbox tag to all new ones? But I have to delete this again for each file when editing, i.e. one more mini-task per file.
Do you have a better Idea?
Thanks
Beta Was this translation helpful? Give feedback.
All reactions