Manage documents in Paperless-ngx document management system. Use when the user asks to "upload document", "search paperless", "find document", "add to paperless", "tag document", "manage correspondents", "organize documents", "archive document", "export document", "delete document", or mentions Paperless-ngx, document management, OCR, or paperless office.
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Manage documents in Paperless-ngx document management system. Use when the user asks to "upload document", "search paperless", "find document", "add to paperless", "tag document", "manage correspondents", "organize documents", "archive document", "export document", "delete document", or mentions Paperless-ngx, document management, OCR, or paperless office.
Paperless-ngx Skill
⚠️ MANDATORY SKILL INVOCATION ⚠️
YOU MUST invoke this skill (NOT optional) when the user mentions ANY of these triggers:
"upload document", "add document to paperless", "scan to paperless"
"delete document", "remove document from paperless"
"list my documents", "show recent documents", "what documents do I have"
Any mention of Paperless-ngx, document management, OCR, or paperless office
Failure to invoke this skill when triggers occur violates your operational requirements.
Purpose
This skill provides read-write access to a self-hosted Paperless-ngx instance for document management with OCR. Paperless-ngx transforms physical documents into a searchable online archive with full-text search, tagging, and metadata management.
Core capabilities:
Upload documents with auto-OCR and metadata extraction
Search documents by content, tags, correspondent, or date
bash scripts/bulk-api.sh delete --documents "1,2,3"# Prompts for confirmation
Workflow
When the user asks about Paperless-ngx:
"Upload this document to Paperless"
Save file locally if needed
Use upload command with appropriate metadata
Optionally add tags, correspondent, document type
Paperless will auto-OCR and extract text
"Find my 2024 tax documents"
Use search "tax" --tags "2024" or similar query
Present results with ID, title, date, tags
User can request full details with get <id>
"Tag all invoices from Acme Corp as paid"
Search for documents: search "invoice" --correspondent "Acme Corp"
Create or find "paid" tag
Use bulk operation to add tag to results
"Show me documents without tags"
Use list with filter parameter
Present untagged documents
Suggest tagging workflow
"Delete this old document"
Confirm document ID with user
Ask for explicit confirmation
Use delete <id> command
"Add a new supplier as correspondent"
Use correspondent-api.sh create "Supplier Name"
Return correspondent ID for future document uploads
Detailed Flow: Document Upload
User: "Upload this receipt to Paperless and tag it as expense"
1. Verify file path exists and is readable
2. Upload document with metadata:
bash scripts/paperless-api.sh upload /path/to/receipt.pdf --tags "expense"
3. Paperless processes document (OCR, thumbnail generation)
4. Return document ID and success confirmation
5. Optionally ask if user wants to set correspondent or document type
Detailed Flow: Search and Organize
User: "Find all documents from last month that need review"
1. Calculate date range (last month)
2. Search documents by date range
3. Filter results by tag or keyword "review"
4. Present results with metadata
5. Offer to bulk-tag results or export list
Detailed Flow: Bulk Tagging
User: "Tag all invoices from Q1 as archived"
1. Search for invoices in Q1 date range
2. Extract document IDs from results
3. Find or create "archived" tag
4. Use bulk operation to add tag to all documents
5. Report number of documents tagged
Notes
API Details
Authentication: Token authentication via Authorization: Token <token> header
Base URL:/api/ endpoint
API Version: Version 5 (specify via Accept header)
