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Documents
Your documents filed with their labels and found with a simple search, whichever application produced them.
Drop in an invoice, a contract or a letter: you file it with labels and with the details of your choice, and it can be found with a simple search in its name, its labels and its details.
The attachments of the other Etrebil applications live here too. Text recognition for scanned documents (OCR) and automatic classification are in preparation.
Documents is in preparation. It will join the Etrebil subscription catalogue when it is released.
Every feature of Documents
50 features in 10 areas
Upload and library
- Uploads several files at once, with an optional label applied on upload.
- Finds documents through a search in the name, the document text, the metadata, the labels and the linked people.
- Filters the list by label, by person or by file type, page by page.
- Opens a sheet with an online preview of PDFs, images and texts, and downloads the original.
- Renames or deletes a document.
- Keeps for each upload the author, the date, the size and the SHA-256 fingerprint of the file.
Labels, details and people
- Creates labels with a name, a description and a color, edits or deletes them, and applies several of them to the same document.
- Adds free-form details to a document as a key and a value (for example an invoice number), with their type: text, number or date.
- Links people to a document by specifying their role (for example tenant), with last name, first name, email and phone.
- Recognizes people coming from another Etrebil application thanks to the originating application and their identifier there.
- Counts the documents of each label and of each person.
Document text
- Keeps the text of each document, entered by hand or supplied by the application that has already read it, with its recording date.
- Searches in this text along with the rest of the library search.
- Accepts the text of a document at the same time as its upload through the API.
API integration
- Exposes a REST API to upload a document with, if desired, the text already read on the computer, and to download, list and consult it.
- Searches through the API in the text, by labels or by metadata, and manages labels, details and people.
- Accepts the browser session or a Etrebil access token; a status route indicates the organization, the write rights and the maximum size.
Organization and rights
- Signs in with the Etrebil account, with no password specific to the application.
- Reserves each document for its organization: that of another organization remains unfindable.
- Switches to read-only when the subscription plan does not cover Documents.
- Deletes documents logically: they disappear from the library.
Classify: indexing your folders (desktop)
- Scans folders with or without their subfolders, filtered by extension, and indexes each file with its SHA-256 fingerprint to detect changes.
- Watches directories continuously, marks missing files, keeps the synchronization history, and can add all fixed drives at once.
- Searches by several words, in any order, in names, metadata and the text already stored.
- Refines the search by creation or modification dates, size, extension and path.
- Adds its own metadata to files and edits the information of audio files and photos: title, artist, album, dimensions, date taken...
- Detects duplicate files, group by group, and quantifies the space that would be saved by deleting them.
- Builds statistics by extension and by directory, exportable as CSV.
- Previews a document, opens it with its application or its folder, prints it and runs OCR on it.
- Converts WAV audio files to MP3 with FFmpeg, which it offers to download.
- Spots OneDrive files that are available online only.
- Configures the OCR engine (Tesseract or Marker, experimental), downloads languages and tests the configuration.
Scanner: scanning on Windows
- Detects scanners and scans a page, or a whole stack from the automatic feeder.
- Places the scanned pages in a pool, where they are reordered, selected and deleted.
- Builds several documents from a single session: the desired pages are grouped, in the desired order, and those that remain wait in the pool.
- Names each document, files it by category (invoice, contract, correspondence...), adds labels to it and displays its thumbnail.
- Saves each document as a multi-page PDF.
- Runs text recognition with Marker, which offers to install itself if needed, and displays a preview of the recognized text in the list.
On your devices
- Web: the organization's library, labels, people, search and API.
- Windows: Classify to index and sort the computer's folders, and Scanner to scan.
- Linux: Classify, with its searches, duplicates, statistics, preview and OCR settings; Scanner does not exist on Linux.
Good to know
- On the web server, text recognition is disabled: the text of a document is entered by hand or comes from an application that has read it on the computer.
- Classify and Scanner do not yet send their documents to the web library: they work locally.
- The library's API is ready to receive the attachments of other Etrebil applications; each application still has to be connected.
- Files are stored with the database, 10 MB at most each by default.
- The text recognition of Classify and Scanner depends on an engine installed separately, and has not been verified on Linux.
Planned (not available yet)
- Automatic classification of documents.
- Text recognition on the web server.
- Sending the documents of Classify and Scanner to the organization's library.
- Permanent deletion of deleted documents.