Integration

Paperless-ngx in IDA: connect the open archive

Paperless-ngx is the open-source alternative to a classic DMS. IDA uses it the same way: outgoing documents in, incoming documents out - without anyone copying files back and forth.

What IDA reads from Paperless-ngx

  • Incoming documents with their metadata
  • The mapping to correspondents

What IDA does with it

  • Outgoing documents land in the archive automatically
  • Incoming invoices can be pre-recorded from there

Who it is for

Businesses that prefer an open-source, self-hosted archive.

Setup: Store the address and token of your Paperless instance.

Every integration in IDA has its own switch. Turn it off and it disappears completely - including the columns, filters and reports that belong to it. You only see what you actually use.

Vendor website: Paperless-ngx. Paperless-ngx is a trademark of its respective owner; IDA connects to the system technically, which implies no partnership.

Related

Questions about the Paperless-ngx integration

Why only one of the two archives?

Because a document should have exactly one place to live. Two parallel archives drift apart, and then you trust neither of them.

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