first of all many thank for this project and the quite active community! Mayan seems to be every powerful DMS with losts of space for customizations.
Anyway I startet implementing Manay using Docker on my Synology NAS and configured a few cabinets, doctypes and a workflow to sort incoming documents.
What I am missing form my previous DMS called “paperless” is to automatically recognize/assign the correspondent and the doctype based on the OCR content.
I tried to do this using a workflow but I’m failing at the point, where I need to select a text (matching certain criteria, i.e find a Adress or Name in the document) in the OCR content and then but this text into a metadata field.
(Same logic should be applied to get the adress, billing amount, due date etc.)
Has somebody implemented a similar feature/workflow and help me out with that?
(I’m new to the django templating language and have a little struggle to find out wich objects I can use in mayan to select documet-, OCR. or Workflow information to use in the themplate filters. Is there a documentation I didn’t find yet?)
Many thanks in advance for your replies and have a wonderful weekend!