3.2 KiB
3.2 KiB
Paperless-ngx is a document archive that indexes each document and uses AI to tag, name, and classify the document type. This archive is easily searchable for any document.
Installation
Official documentation can be found here - https://docs.paperless-ngx.com/setup/
- Insert instructions on creating a stack in portainer here.
- Name the stack paperless-ngx
- Use the following docker compose YAML
- Open the list of containers, select paperless_webserver_1
- Click 'Console' and then 'Connect' to open the command line inside the container
- Run
python3 manage.py createsuperuserto create a user - Exit the console
Backup
Restore
Document Type Definitions
Standard Operating Procedure for Family & IT Consulting Records
🏛 Business & Professional
Used primarily for the IT Consulting business operations.
- Client Deliverables: Final products, reports, technical documentation, or project handovers specifically created for and delivered to IT consulting clients.
- Contracts and Agreements: Legally binding documents, including Master Service Agreements (MSAs), Statements of Work (SOWs), non-disclosure agreements (NDAs), and service contracts.
- Estimates: Non-binding quotes, project proposals, or bids for potential IT consulting projects or home maintenance/renovation services.
- Invoices: Formal requests for payment. Used for both Accounts Receivable (billing clients) and Accounts Payable (bills received from vendors).
💳 Financial & Legal
Critical records for tax compliance and long-term financial tracking.
- Financial Statements: Periodic summary statements from bank accounts, credit cards, brokerage accounts, or cryptocurrency exchanges.
- Tax Documents: Official tax filings (e.g., 1040, 1120) and supporting documentation needed for audits for both the family and the business.
- Insurance: Policy documents, declarations pages, and renewal notices for business (General Liability, E&O) and personal (Auto, Home, Life) coverage.
🏠 Personal & Household
Life management records for the family.
- Medical Records: Clinical health-related documents including lab results, imaging reports, doctor's visit summaries, and immunization records.
- Property Records: Documentation related to real estate, including deeds, mortgage statements, property tax assessments, and closing disclosures.
- Utility Bills: Statements for recurring service expenses such as electricity, water, internet/fiber, gas, and trash collection.
- Vehicle Records: All documents related to transportation, including vehicle titles, registrations, and maintenance/repair logs.
- Employment Records: Personal career-related documents such as paystubs, tax forms (W-2), offer letters, and performance reviews.
📦 Miscellaneous Support
Reference materials and proof of purchase.
- Receipts: Proof-of-purchase for point-of-sale transactions, retail store slips, restaurant tabs, or travel-related expenses.
- Warranties and Manuals: Product registration cards, warranty period confirmations, and instructional manuals for appliances or IT hardware.
Created for Paperless-ngx Organization System