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Documentation: update docs, screenshots ahead of Paperless-ngx v2.0 (p…
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…aperless-ngx#4542)

* Reformat internal links

* Update screenshots, docs & readme

* Use image lightbox

* Fix nested list on docs index

* Add some visual interest to screenshots layout

* Compress images
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shamoon authored Nov 13, 2023
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22 changes: 16 additions & 6 deletions .prettierrc
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# https://prettier.io/docs/en/options.html#semicolons
semi: false
# https://prettier.io/docs/en/options.html#quotes
singleQuote: true
# https://prettier.io/docs/en/options.html#trailing-commas
trailingComma: "es5"
{
# https://prettier.io/docs/en/options.html#semicolons
"semi": false,
# https://prettier.io/docs/en/options.html#quotes
"singleQuote": true,
# https://prettier.io/docs/en/options.html#trailing-commas
"trailingComma": "es5",
"overrides": [
{
"files": "index.md",
"options": {
"tabWidth": 4
}
}
]
}
1 change: 1 addition & 0 deletions Pipfile
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Expand Up @@ -75,6 +75,7 @@ imagehash = "*"
daphne = "*"
# Documentation
mkdocs-material = "*"
mkdocs-glightbox = "*"

[typing-dev]
mypy = "*"
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10 changes: 9 additions & 1 deletion Pipfile.lock

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26 changes: 2 additions & 24 deletions README.md
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Expand Up @@ -16,8 +16,7 @@

Paperless-ngx is a document management system that transforms your physical documents into a searchable online archive so you can keep, well, _less paper_.

Paperless-ngx forked from [paperless-ng](https://github.com/jonaswinkler/paperless-ng) to continue the great work and distribute responsibility of supporting and advancing the project among a team of people. [Consider joining us!](#community-support) Discussion of this transition can be found in issues
[#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
Paperless-ngx is the official successor to the original [Paperless](https://github.com/the-paperless-project/paperless) & [Paperless-ng](https://github.com/jonaswinkler/paperless-ng) projects and is designed to distribute the responsibility of advancing and supporting the project among a team of people. [Consider joining us!](#community-support)

A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com) using login `demo` / `demo`. _Note: demo content is reset frequently and confidential information should not be uploaded._

Expand All @@ -36,28 +35,7 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png#gh-light-mode-only)
![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards-dark.png#gh-dark-mode-only)

- Organize and index your scanned documents with tags, correspondents, types, and more.
- Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
- Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
- Office document support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
- Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
- Single page application front end.
- Includes a dashboard that shows basic statistics and has document upload.
- Filtering by tags, correspondents, types, and more.
- Customizable views can be saved and displayed on the dashboard.
- Full text search helps you find what you need.
- Auto completion suggests relevant words from your documents.
- Results are sorted by relevance to your search query.
- Highlighting shows you which parts of the document matched the query.
- Searching for similar documents ("More like this")
- Email processing: Paperless adds documents from your email accounts.
- Configure multiple accounts and filters for each account.
- When adding documents from mail, paperless can move these mail to a new folder, mark them as read, flag them as important or delete them.
- Machine learning powered document matching.
- Paperless-ngx learns from your documents and will be able to automatically assign tags, correspondents and types to documents once you've stored a few documents in paperless.
- Optimized for multi core systems: Paperless-ngx consumes multiple documents in parallel.
- The integrated sanity checker makes sure that your document archive is in good health.
- [More screenshots are available in the documentation](https://docs.paperless-ngx.com/#screenshots).
A full list of [features](https://docs.paperless-ngx.com/#features) and [screenshots](https://docs.paperless-ngx.com/#screenshots) are available in the [documentation](https://docs.paperless-ngx.com/).

# Getting started

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10 changes: 5 additions & 5 deletions docs/administration.md
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Expand Up @@ -139,7 +139,7 @@ following:
1. Update dependencies. New paperless version may require additional
dependencies. The dependencies required are listed in the section
about
[bare metal installations](/setup#bare_metal).
[bare metal installations](setup.md#bare_metal).
2. Update python requirements. Keep in mind to activate your virtual
environment before that, if you use one.
Expand Down Expand Up @@ -287,7 +287,7 @@ other files.

The filenames generated by this command follow the format
`[date created] [correspondent] [title].[extension]`. If you want
paperless to use [`PAPERLESS_FILENAME_FORMAT`](/configuration#PAPERLESS_FILENAME_FORMAT) for exported filenames
paperless to use [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) for exported filenames
instead, specify `-f` or `--use-filename-format`.

If `-na` or `--no-archive` is provided, no archive files will be exported,
Expand Down Expand Up @@ -444,7 +444,7 @@ task scheduler.
### Managing filenames {#renamer}

If you use paperless' feature to
[assign custom filenames to your documents](/advanced_usage#file-name-handling), you can use this command to move all your files after
[assign custom filenames to your documents](advanced_usage.md#file-name-handling), you can use this command to move all your files after
changing the naming scheme.

!!! warning
Expand Down Expand Up @@ -550,7 +550,7 @@ Documents can be stored in Paperless using GnuPG encryption.

!!! warning

Encryption is deprecated since [paperless-ng 0.9](/changelog#paperless-ng-090) and doesn't really
Encryption is deprecated since [paperless-ng 0.9](changelog.md#paperless-ng-090) and doesn't really
provide any additional security, since you have to store the passphrase
in a configuration file on the same system as the encrypted documents
for paperless to work. Furthermore, the entire text content of the
Expand All @@ -571,7 +571,7 @@ Enabling encryption is no longer supported.

Basic usage to disable encryption of your document store:

(Note: If [`PAPERLESS_PASSPHRASE`](/configuration#PAPERLESS_PASSPHRASE) isn't set already, you need to specify
(Note: If [`PAPERLESS_PASSPHRASE`](configuration.md#PAPERLESS_PASSPHRASE) isn't set already, you need to specify
it here)

```
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18 changes: 9 additions & 9 deletions docs/advanced_usage.md
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Expand Up @@ -107,7 +107,7 @@ document is consumed using a couple of simple hooks.
Just write a script, put it somewhere that Paperless can read & execute,
and then put the path to that script in `paperless.conf` or
`docker-compose.env` with the variable name of either
[`PAPERLESS_PRE_CONSUME_SCRIPT`](/configuration#PAPERLESS_PRE_CONSUME_SCRIPT) or [`PAPERLESS_POST_CONSUME_SCRIPT`](/configuration#PAPERLESS_POST_CONSUME_SCRIPT).
[`PAPERLESS_PRE_CONSUME_SCRIPT`](configuration.md#PAPERLESS_PRE_CONSUME_SCRIPT) or [`PAPERLESS_POST_CONSUME_SCRIPT`](configuration.md#PAPERLESS_POST_CONSUME_SCRIPT).

!!! info

Expand Down Expand Up @@ -251,7 +251,7 @@ document. You will end up getting files like `0000123.pdf` in your media
directory. This isn't necessarily a bad thing, because you normally
don't have to access these files manually. However, if you wish to name
your files differently, you can do that by adjusting the
[`PAPERLESS_FILENAME_FORMAT`](/configuration#PAPERLESS_FILENAME_FORMAT) configuration option. Paperless adds the
[`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) configuration option. Paperless adds the
correct file extension e.g. `.pdf`, `.jpg` automatically.

This variable allows you to configure the filename (folders are allowed)
Expand Down Expand Up @@ -344,7 +344,7 @@ value.
Paperless checks the filename of a document whenever it is saved.
Therefore, you need to update the filenames of your documents and move
them after altering this setting by invoking the
[`document renamer`](/administration#renamer).
[`document renamer`](administration.md#renamer).

!!! warning

Expand Down Expand Up @@ -379,7 +379,7 @@ When a single storage layout is not sufficient for your use case,
storage paths come to the rescue. Storage paths allow you to configure
more precisely where each document is stored in the file system.

- Each storage path is a [`PAPERLESS_FILENAME_FORMAT`](/configuration#PAPERLESS_FILENAME_FORMAT) and
- Each storage path is a [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) and
follows the rules described above
- Each document is assigned a storage path using the matching
algorithms described above, but can be overwritten at any time
Expand Down Expand Up @@ -419,7 +419,7 @@ Insurances/ # Insurances
!!! tip

Defining a storage path is optional. If no storage path is defined for a
document, the global [`PAPERLESS_FILENAME_FORMAT`](/configuration#PAPERLESS_FILENAME_FORMAT) is applied.
document, the global [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) is applied.

## Celery Monitoring {#celery-monitoring}

Expand Down Expand Up @@ -528,7 +528,7 @@ At this time, the library utilized for detection of barcodes supports the follow
You may check for updates on the [zbar library homepage](https://github.com/mchehab/zbar).
For usage in Paperless, the type of barcode does not matter, only the contents of it.

For how to enable barcode usage, see [the configuration](/configuration#barcodes).
For how to enable barcode usage, see [the configuration](configuration.md#barcodes).
The two settings may be enabled independently, but do have interactions as explained
below.

Expand All @@ -554,7 +554,7 @@ one which holds data to keep in the document.

If your scanner supports double-sided scanning natively, you do not need this feature.

This feature is turned off by default, see [configuration](/configuration#collate) on how to turn it on.
This feature is turned off by default, see [configuration](configuration.md#collate) on how to turn it on.

### Summary

Expand Down Expand Up @@ -594,7 +594,7 @@ followed by the even pages.

It's important that the scan files get consumed in the correct order, and one at a time.
You therefore need to make sure that Paperless is running while you upload the files into
the directory; and if you're using [polling](/configuration#polling), make sure that
the directory; and if you're using [polling](configuration.md#polling), make sure that
`CONSUMER_POLLING` is set to a value lower than it takes for the second scan to appear,
like 5-10 or even lower.

Expand All @@ -606,7 +606,7 @@ scan a completely new "odd numbered pages" one. The old staging file will get di

### Interaction with "subdirs as tags"

The collation feature can be used together with the [subdirs as tags](/configuration#consume_config)
The collation feature can be used together with the [subdirs as tags](configuration.md#consume_config)
feature (but this is not a requirement). Just create a correctly named double-sided subdir
in the hierachy and upload your scans there. For example, both `double-sided/foo/bar` as
well as `foo/bar/double-sided` will cause the collated document to be treated as if it
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2 changes: 1 addition & 1 deletion docs/api.md
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Expand Up @@ -177,7 +177,7 @@ specific query parameters cause the API to return full text search
results:
- `/api/documents/?query=your%20search%20query`: Search for a document
using a full text query. For details on the syntax, see [Basic Usage - Searching](/usage#basic-usage_searching).
using a full text query. For details on the syntax, see [Basic Usage - Searching](usage.md#basic-usage_searching).
- `/api/documents/?more_like=1234`: Search for documents similar to
the document with id 1234.
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28 changes: 28 additions & 0 deletions docs/assets/extra.css
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Expand Up @@ -20,6 +20,28 @@
margin-left: 4%;
float: left;
}

.grid-flipped-left {
width: 66%;
float: left;
}

.grid-flipped-right {
width: 29%;
margin-left: 4%;
float: left;
}

.grid-half-left {
width: 48%;
float: left;
}

.grid-half-right {
width: 48%;
margin-left: 4%;
float: left;
}
}

.grid-left > p {
Expand All @@ -31,6 +53,12 @@
margin: 0;
}

.clear {
clear: both;
margin-bottom: 20px;
display: block;
}

.index-callout {
margin-right: .5rem;
}
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