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Getting Started

Welcome to the Records Manager Skill. This section will guide you through installing, configuring, and using the skill for expert document management with paperless-ngx.

Overview

The Records Manager Skill is a PAI (Personal AI Infrastructure) pack that transforms your AI assistant into an expert records manager. It provides:

  • Intelligent document organization with automatic tagging and categorization

  • Country-specific compliance for record retention (Australia, US, UK)

  • Safe operations with mandatory deletion confirmation

  • Powerful search optimized for finding documents quickly

What You'll Need

Before you begin, ensure you have:

  1. A PAI installation - The skill integrates with your PAI environment

  2. A paperless-ngx instance - For document storage and management

  3. Bun runtime - For running TypeScript tools

  4. API credentials - paperless-ngx URL and API token

See Prerequisites for detailed requirements.

Installation Path

Follow these guides in order:

1. Prerequisites

Verify your system meets all requirements before installing.

2. Installation Guide

Step-by-step installation for PAI integration and paperless-ngx configuration.

3. Quickstart Tutorial

Upload your first document with intelligent tagging and learn the basics.

Quick Reference

After installation, you can use the Records Manager Skill:

# Upload a document
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file <path> --domain household

# Search for documents
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts search \
  --query "insurance"

# Check retention status
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts retention \
  --domain corporate

Next Steps

  1. Configure your environment - Set up paperless-ngx connection

  2. Upload your first document - Follow the quickstart tutorial

  3. Explore taxonomies - Learn about entity types and tagging

  4. Set up retention - Configure country-specific retention rules

Need Help?

What's Next?

After completing the getting started guide:

  • User Guide: Learn daily workflows for document management

  • Tutorials: Step-by-step guides for common tasks

  • Extending: Create custom taxonomies and entity types

  • Architecture: Understand system design and components