Nerd alert: I'm migrating away from Evernote to Paperless NGX for storing and retrieving all my documents, and I'm loving it. 👇
My oldest "note" in Evernote is from January 11, 2011, which means I've been using Evernote for 13 years! However, I've mainly used it for one purpose: upload all important documents to Evernote so that the OCR function (which makes all PDFs searchable for text) allows me to easily search them.
The main usecase? Peace of mind: Never lose an important document again, and always have access to it wherever you are with a simple search.
Everything important that came in my physical mail got scanned into Evernote, and everything in my email got forwarded to Evernote.
The only problem is that there is no organization, so it's just one big pile of documents. This works well enough if you're alone, but if you want to share (parts of) this system with your colleagues or family, it fails.
Enter: Paperless, an open-source document management system. It has a very powerful OCR engine and, more importantly, a very powerful (automated) categorization and rules system.
So now, after scanning/forwarding/photographing documents into Paperless, it auto-processes them based on manual rules (like: if document contains word "data to value" apply tag "data to value") but also using pattern matching based on previously categorized documents.
I can then give the right people to the right parts of my paperless instance.
I chose to run it on a Synology NAS at home, which runs in RAID5 (in case of a failed disk) and backs up every night to a cloud instance (in case my house burns down). The NAS is only accessible via my VPN from outside the house as an extra layer of protection.
Want to learn more about Paperless NGX? 👇
https://lnkd.in/e3ZQDJ7v
