Thank you for the clarifications. I will define my document types as the document categories (financial document, legal document, etc.)
On Monday, 14 November 2016 09:54:57 UTC-5, gioboske wrote: > > > > The basic unit of data in Mayan EDMS is the document type. A document > type can be interpreted also as a document category, a document class, or a > document template. Metadata is the name of the attribute of a document. > (from Mayan documentation) > My personal suggestion is to create a document type for each of your > document categories (bills, statements, etc.). You can skip metadata > creation if you want, or create just some optional (i.e. not required) > metadata. > Creating multiple document types ensures a more flexible document > management system. On the contrary, if you aggregate everything in a single > document type, I could have to re-setup the entire EDMS once your system > will be grown up. > > gioboske > > > On Friday, November 11, 2016 at 11:41:44 PM UTC+1, Hans Fritz wrote: >> >> Hi, >> >> I'm trying to switch to a paperless household. We have bills, statements, >> purchase receipts, work & insurance contracts, taxes... >> >> I don't know if I should create on document type for each, or if I should >> aggregate them all into a single document type since the only configurable >> option there is how long before they're deleted (I don't want to delete >> them ever). >> >> What about metadata? I don't want to fill in a million fields when adding >> a document to Mayan EDMS, should I skip the metadata altogether? Searching >> for text in the document using OCR is good enough to find any document I >> need. >> >> I checked the docs, but they don't give much context. I suppose it's >> obvious if you're a professional archivist, but it's arcane to me. Any >> pointers? >> >> Thanks, >> > -- --- You received this message because you are subscribed to the Google Groups "Mayan EDMS" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
