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Add quick save option to share sheet

Open DeltaTangoLima opened this issue 11 months ago • 9 comments

It'd be great if we could set default options for all scans/uploads, and skip that step each time we go to put a new document in.

For instance, I'd love it if I could configure the app to automatically tag all new docs with inbox and upload, the second I hit the save button. This way, I could process/file them later, using my computer.

When traveling for business, this would really speed up the process of capturing my receipts for expense reporting later on.

DeltaTangoLima avatar Mar 24 '24 04:03 DeltaTangoLima

That's not a bad idea!

However, I think the backend automatically applies all inbox tags to all new documents being added.

This feature could work on top of this however.

paulgessinger avatar Mar 24 '24 08:03 paulgessinger

I haven't found a setting anywhere on the server that does it, but will take another look. I just jumped ship from Android back to iOS, and the Android app I was using had implemented pretty much the same idea.

DeltaTangoLima avatar Mar 24 '24 08:03 DeltaTangoLima

I'm pretty sure if you simply enable "Inbox tag" on any tag that you have, it will automatically assign it to new documents regardless of where they come from. At least that's what happens for me.

paulgessinger avatar Mar 24 '24 08:03 paulgessinger

Here's a screen shot. Just go to the desired tag.

image

xcojonny avatar Mar 24 '24 11:03 xcojonny

Ah, yes - you're right. I forgot I had that set, and it does indeed work as intended.

Maybe, then, my feature request is to simply have an option to save new docs without prompting for additional details? Or maybe it's a separate save button that does that (eg. save immediately), while the existing one prompts the user for details?

That way, people could use whichever save button suits their need at the time.

DeltaTangoLima avatar Mar 24 '24 20:03 DeltaTangoLima

Hmm, I'm not sure I can differentiate this at the share-sheet level, but I can look into it. Another thing that's on my list, but I haven't spent any time on so far is shortcut support. With that, this would presumably also be possible.

paulgessinger avatar Mar 24 '24 20:03 paulgessinger

@DeltaTangoLima Thinking about this again.

In principle I could add a "fast save" option, but I'm wondering how that would work with multiple servers configured.

  • I could probably allow this setting only if there's a single setting.
  • I don't think it's useful to have a UI where it only asks for the server to upload to, because then why not just show the whole UI anyway?
  • I guess I could make the "quick save" server configurable directly. You pick one once, and then it always saves to that server without asking again.

paulgessinger avatar Sep 12 '24 10:09 paulgessinger

If I'm being honest, I'm finding it less and less something I think about now.

Once you'd pointed out setting a default inbox tag, my workflow is pretty quick. I scan/share a doc, select Paperless from the share sheet, and just hit Save in the top right corner of the Paperless screen.

Later on, back at my computer, I process it from the Inbox, like anything else.

So, for me at least, I'd deprioritise this feature request if there are others that could deliver more value.

Cheers!

DeltaTangoLima avatar Sep 13 '24 21:09 DeltaTangoLima

@DeltaTangoLima I see, that makes sense. I'll keep it open for the backlog, in any case.

paulgessinger avatar Sep 15 '24 13:09 paulgessinger