From 98c81664b42a2cb3ae84a4c04b16b2c33c37e821 Mon Sep 17 00:00:00 2001 From: mattspeer Date: Thu, 2 Jul 2026 09:18:13 -0500 Subject: [PATCH] Update README.md Updated to separate personal and business estimates/quotes/proposals. --- README.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/README.md b/README.md index ca26fea..590eaa6 100644 --- a/README.md +++ b/README.md @@ -26,7 +26,7 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/ * **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. +* **Business Proposals**: Quotes, project bids, or cost estimates for potential IT consulting projects or business vendor services. * **Invoices**: Formal requests for payment. Used for both Accounts Receivable (billing clients) and Accounts Payable (bills received from vendors). Strict financial requests; do not use for medical bills. --- @@ -47,6 +47,7 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/ * **Vital Records**: High-sensitivity "once-in-a-lifetime" documents essential for identity and legal status, such as Last Wills and Testaments, Passports, Birth Certificates, and Marriage Licenses. * **Medical Records**: Clinical, health-focused records including lab results, imaging reports, doctor's visit summaries, and immunization records. * **Medical Financials**: Health insurance Explanation of Benefits (EOBs), medical provider bills, and healthcare claims statements. *(Note: Store actual payment receipts under "Receipts" with a medical tag).* +* **Personal Estimates**: Non-binding quotes, bids, or project proposals received for personal services, including home maintenance (e.g., tree removal), vehicle repairs, or major family expenses. * **Property Records**: Documentation related to both primary and investment real estate, including deeds, leases, tenant records, mortgage statements, property tax assessments, HOA disclosures, and closing documents. * **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.