65 lines
4.1 KiB
Markdown
65 lines
4.1 KiB
Markdown
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.
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# Installation
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Official documentation can be found here - https://docs.paperless-ngx.com/setup/
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1. **Insert instructions on creating a stack in portainer here.**
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2. Name the stack paperless-ngx
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3. Use the following docker compose YAML
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4. Open the list of containers, select paperless_webserver_1
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5. Click 'Console' and then 'Connect' to open the command line inside the container
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6. Run `python3 manage.py createsuperuser` to create a user
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7. Exit the console
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# Backup
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# Restore
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# Document Type Definitions
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*Standard Operating Procedure for Family & IT Consulting Records*
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---
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## 🏛 Business & Professional
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*Used primarily for the IT Consulting business operations.*
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* **Client Deliverables**: Final products, reports, technical documentation, or project handovers specifically created for and delivered to IT consulting clients.
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* **Contracts and Agreements**: Legally binding documents, including Master Service Agreements (MSAs), Statements of Work (SOWs), non-disclosure agreements (NDAs), and service contracts.
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* **Business Proposals**: Quotes, project bids, or cost estimates for potential IT consulting projects or business vendor services.
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* **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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---
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## 💳 Financial & Legal
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*Critical records for tax compliance and long-term financial tracking.*
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* **Financial Statements**: Periodic summary statements from bank accounts, credit cards, brokerage accounts, or cryptocurrency exchanges.
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* **Tax Documents**: Official tax filings (e.g., 1040, 1120) and supporting documentation needed for audits for both the family and the business.
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* **Insurance**: Policy documents, declarations pages, and renewal notices for business (General Liability, E&O) and personal (Auto, Home, Life) coverage.
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* **Forms & Applications**: Official account forms, application paperwork, distribution requests (e.g., ESA or 529 withdrawals), change-of-beneficiary forms, and other administrative requests.
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---
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## 🏠 Personal & Household
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*Life management records for the family.*
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* **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.
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* **Medical Records**: Clinical, health-focused records including lab results, imaging reports, doctor's visit summaries, and immunization records.
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* **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).*
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* **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.
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* **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.
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* **Utility Bills**: Statements for recurring service expenses such as electricity, water, internet/fiber, gas, and trash collection.
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* **Vehicle Records**: All documents related to transportation, including vehicle titles, registrations, and maintenance/repair logs.
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* **Employment Records**: Personal career-related documents such as paystubs, tax forms (W-2), offer letters, and performance reviews.
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---
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## 📦 Miscellaneous Support
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*Reference materials and proof of purchase.*
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* **Receipts**: Proof-of-purchase for point-of-sale transactions, retail store slips, restaurant tabs, medical co-pays, or travel-related expenses.
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* **Warranties and Manuals**: Product registration cards, warranty period confirmations, and instructional manuals for appliances or IT hardware.
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---
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*Created for Paperless-ngx Organization System* |