r/Paperlessngx

Hey,

ive got a workflow for my monthly payslip, which works but not really. I want to assign a name based on the date wihin the document. So i tried to do that with placeholders, in my workflow ive got within assign title: "payslip {{ created_month }} {{ created_year }}" which does work but its not what i want, its the date of the creation of the file which is not really what i want, if im scanning a few payslips at once all of them have the same dame. The date in the document also gets noticed by paperless which i can see in the date input within the document. My question, is there a way to do this, set the date thats within the document as part of the Name? Also is there a way that paperless doesnt just suggests the Date that was found within the Document, i want it just to apply it to the data of the document, everytime ive got to click on it.

Please dont mind my grammar, English isnt my first language :).

For our Paperless install we would need the option for certain users to be able to sign documents. Here are the ways I thought about it:

1. Private tag -> Users can't really see a document is signed

2. Download and sign -> Document exists twice, once signed and once unsigned

3. Notes -> don't show who wrote them

The problem always persits: If users have edit rights, the can just also sign it even if they shouldnt be able to. Or they aren't able to see who signed it. Any ideas for how to get a workflow like this going? It wouldn't need to be an actually signature, it would suffice if an admin could add a "signed" tag only he can add. But that's not possible so I figured maybe other users struggled with similar situations and found other approaches.

I'd like to combine all the various forms of a single company.