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document-filing

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Organize and manage your documents.

Personal & Entrepreneur#organization#document management#retention policy#tagging#paperless-ngx#filing
Authorhvkshetry
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the process of ingesting, tagging, searching, and managing digital documents within the Paperless-ngx system, ensuring efficient organization and retrieval.

Core Features & Use Cases

  • Automated Filing: Ingest new documents with appropriate metadata, including titles, tags, correspondents, and document types.
  • Smart Tagging: Apply a predefined taxonomy of primary and secondary tags for granular categorization.
  • Retention Policies: Enforce automated retention and archival/deletion schedules based on document type.
  • Batch Operations: Perform bulk edits on documents, such as adding tags or setting correspondents.
  • Use Case: Automatically file incoming utility bills by assigning the 'financial' and 'home' tags, setting the title to 'YYYY-MM [Service] Bill - [Provider]', and ensuring they are retained for one year.

Quick Start

Use the document-filing skill to upload the attached file 'lease-agreement.pdf' with the title 'Lease Agreement - Property Mgmt - 2026', the primary tag 'legal', and the secondary tag 'active-policy'.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: document-filing
Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#document-filing

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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