Document Management Software for Home

bmather9

Junior Member
Jul 12, 2013
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I'm looking to get rid of the tons of paper I have accumulated over the years and scan it all in to a digital filing system. I'm looking for recommendations on good software solutions to automate/organize this.

I'd like to imagine that I'll be able to go to the store, buy something, bring the receipt home scan it in, and have it OCR'd, dated, then I could manually add a "receipt" tag to it; and it would be filed away indefinitely.

All the data would be stored on my home server, and I intend to use PDF files, and would like the software to support some type of standard, so that if I ever need to switch to a different type of software that I wouldn't have to start from scratch.

Maybe simple directories are the way to go, but I'd like some special indexing for searches of the text within the documents, etc.

Any help is appreciated.
 

SMOGZINN

Lifer
Jun 17, 2005
14,221
4,452
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Get something like Doxie scanner and set it up to scan to Evernote and you have most of what you want.
 

bmather9

Junior Member
Jul 12, 2013
22
0
0
The Doxie seems practical, although I think it would be nice to have a document feeder for large sets of pages. I've barely used Evernote myself, but heard lots of people use it for this sort of thing. I'm afraid eventually I'll run out of storage and need to pay for their service, which I'm not interested in doing. I have a 9TB home server that I'd prefer to use.

Get something like Doxie scanner and set it up to scan to Evernote and you have most of what you want.
 

SMOGZINN

Lifer
Jun 17, 2005
14,221
4,452
136
The Doxie seems practical, although I think it would be nice to have a document feeder for large sets of pages. I've barely used Evernote myself, but heard lots of people use it for this sort of thing. I'm afraid eventually I'll run out of storage and need to pay for their service, which I'm not interested in doing. I have a 9TB home server that I'd prefer to use.

There are other scanners that do the same thing that have a document feeder, but they are of course considerably more expensive. Evernote can be used with out the online storage, but I think you lose the OCR part of it, but mattering what scanner you use it might OCR the documents for you.

What I can say is that I have about 10k documents in my Evernote, many of them PDF-images, and have not run out of space.
 

bmather9

Junior Member
Jul 12, 2013
22
0
0
Ok, I'll at least give Evernote a shot, but I'd still like to hear other options that could make use of my home server.

As for the doc scanner, my current all-in-one brother device, does have a document feeder and it was cheaper than the doxie. However, it doesn't do 2-sided scanning and would probably not handle a small receipt or wrinkled paper well at all. I think it's a matter of finding one that's good enough for the price point.

There are other scanners that do the same thing that have a document feeder, but they are of course considerably more expensive. Evernote can be used with out the online storage, but I think you lose the OCR part of it, but mattering what scanner you use it might OCR the documents for you.

What I can say is that I have about 10k documents in my Evernote, many of them PDF-images, and have not run out of space.