this post was submitted on 13 Nov 2023
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Advice on Paperless storage path (alien.top)
submitted 10 months ago by [email protected] to c/[email protected]
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I'm starting to go all in on PaperlessNGX after discovering it recently in this community. At first, I started testing and exploring, but I realize that this will satisfy my needs for record-keeping. The one thing I have to figure out is the storage path. Today, Paperless will store everything in a single folder. That's fine, as long as Paperless exists. However, should I ever want to move away from it or it stops getting developed, I'm stuck with a massive directory of PDFs.

I was thinking instead of organizing like so:

media/YYYY/Doc_Type/Correspondent/Title

I would want to do this for existing documents in the system, as well as any new ones I create.

What is the best way of accomplishing this?

Also, is this the best way of sorting these documents? Any other ideas I should consider?

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[–] [email protected] 2 points 10 months ago

I set up /--.pdf to start with. I find that for my yearly document amount, there is no value in adding more than one level of hierarchy. File browser search tools are easier than more hierarchy for the last bit.

I think I will switch my default path to be <correspondent>/filename.pdf (with filename as above). I think organizing by correspondent will give a more meaningful sorting for "manual" access than sorting by year.

For files which are strongly tied to a date, as documents in Paperless pretty much always are, I like to have a YYYY-MM-DD (ISO-8601) format date as the first element. This gives a nice chronological sorting.