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Updated to separate personal and business estimates/quotes/proposals.
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mattspeer
2026-07-02 09:18:13 -05:00
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@@ -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. * **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. * **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. * **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.
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@@ -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. * **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 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).* * **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. * **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. * **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. * **Vehicle Records**: All documents related to transportation, including vehicle titles, registrations, and maintenance/repair logs.