What problem does it solve?
The RecordsManager skill automates the complex, error-prone tasks of organizing, tagging, retention checks, and safe deletion for paperless-ngx backed document repositories, reducing manual overhead and compliance risk.
Core Features & Use Cases
- Hierarchical taxonomies: Function → Service → Activity → DocumentType for precise classification and fast findability.
- Trust and entity management: dynamic creation and structuring of households, businesses, and trusts with storage paths and metadata.
- Workflow automation & retention enforcement: automatic tagging, storage-path assignment, retention checks, and archive/deletion decision support across AU, US, and UK.
- Safe deletion with mandatory approval: routing delete requests through the DeleteConfirmation workflow to prevent catastrophic data loss.
- Audit-ready governance: strict taxonomy enforcement via TaxonomyExpert and validation via TaxonomyValidator to support audits.
Quick Start
- Upload a document and observe automatic tagging, path assignment, and retention checks.
- Create a new entity (household, corporate, or trust) and generate required tags and storage paths.
- Check retention and perform safe deletions only after explicit confirmation.
