hvkshetry /file-documents — Batch Document Filing
Process and file all recently uploaded or untagged documents in Paperless-ngx.
Steps
1. Find Unfiled Documents
- Search Paperless for recently added documents (last 7 days)
- Filter to those missing tags, correspondents, or proper titles
- Present the list: document ID, current title, added date
2. Review Each Document
For each unfiled document:
- Read the document content/OCR text
- Determine document type (bill, statement, receipt, contract, medical, etc.)
- Apply the filing rules from the
document-filingskill:- Set proper title using naming conventions
- Assign primary category tag
- Add secondary tags (tax-relevant, active-policy, etc.)
- Set correspondent
- Set document type
- Correct the document date if needed
3. Present Filing Plan
Before applying, show the user the proposed metadata for each document:
| # | Current Title | Proposed Title | Tags | Correspondent | Type |
|---|--------------|---------------|------|---------------|------|
| 1 | scan_001.pdf | 2026-02 Electricity Bill - PG&E | financial, recurring | PG&E | Bill |
| 2 | IMG_2341.jpg | 2026-02-20 Receipt - Costco - $156 | receipts | Costco | Receipt |
4. Apply After Approval
Use bulk_edit_documents to apply tags and metadata in batch.
Confirm completion with count of documents filed.