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PaperlessNGX Syncthing
Paperless is rEally awesome... Scan to folder, it will automatically be sorted and categorized, full text search and one neat thing: It just stores the pdf in subfolders which makes backup also usefull without paperless
I second paperless-ngx. I've gotten rid of almost all paper docs, just scan everything in. It makes taxes so much easier because I can easily filter year to year for comparisons.
Didn't notice OP said this as well.
If you don’t mind me asking, how/on which criteria does auto-sort and -categorization work? Scanning file name and contents? But then you’d have to pre-define some sort of keywords, no?
It's actually quite simple - not sure how it does work under the hood, but take a look at your documents. Every insurance, employer or company has its own letterhead with logo, contact information and legalese. You just tell paperless on one document "hey, that is my insurance, please tag everything like this as insurance" and it will do that.
You can predefine keywords/phrases, yes. But there are many other options. You can tag different documents based on how they wherer ingressed (which e-Mail they came/were sent to from for example). I have it set up so that my scanner has a few different quick action buttons which atomatically upload the documents into different folders (think bills, helthcare, bank, etc.) Then paperless tags and sorts them based on those folders.
I also does machine-learning when enabled which works ok in my experience.
Yes, you have to set attributes and clients. First documents you have to set everything yourself but it gets usefull really fast. I just scan a letter, and look througout the day if it was correct recognized and maybe correct it
And if you don't review your new documents very often, the auto-tagging and filtering options make it easy to just go through your inbox when you get a chance, knowing you didn't miss something.