file-documents

name: file-documents description: Batch-file incoming documents with proper tags, correspondents, types, and titles. user-invocable: true

/file-documents — Batch Document Filing

Process and file all recently uploaded or untagged documents in Paperless-ngx.

Steps

1. Find Unfiled Documents

• Search Paperless for recently added documents (last 7 days)
• Filter to those missing tags, correspondents, or proper titles
• Present the list: document ID, current title, added date

2. Review Each Document

For each unfiled document:

1. Read the document content/OCR text
2. Determine document type (bill, statement, receipt, contract, medical, etc.)
3. Apply the filing rules from the document-filing skill:
   • Set proper title using naming conventions
   • Assign primary category tag
   • Add secondary tags (tax-relevant, active-policy, etc.)
   • Set correspondent
   • Set document type
   • Correct the document date if needed

3. Present Filing Plan

Before applying, show the user the proposed metadata for each document:

| # | Current Title | Proposed Title | Tags | Correspondent | Type |
|---|--------------|---------------|------|---------------|------|
| 1 | scan_001.pdf | 2026-02 Electricity Bill - PG&E | financial, recurring | PG&E | Bill |
| 2 | IMG_2341.jpg | 2026-02-20 Receipt - Costco - $156 | receipts | Costco | Receipt |

4. Apply After Approval

Use bulk_edit_documents to apply tags and metadata in batch. Confirm completion with count of documents filed.