I'm looking for a personal or small business document management system. I prefer free or open source solutions. The commercial systems I've seen don't seem that relevant or easy to use anyway. But the free solutions I see seem to be focused on academic or scientific niches. Do you have any suggestions?

Features that I'd like to have:

  • work with PDF and txt documents
  • input
    • manual
    • bulk
    • email
  • indexing
    • OCR
    • custom metadata or attributes
  • search
  • workflow
    • rule-based processing
    • backups or mirror copies
    • pluggable notifications
  • compatible with Linux and Macs

Things I don't care about are:

  • role based security
  • dealing with Microsoft Offices files
  • compatibility with Windows
  • multi-level approvals
  • Is there any way in which storing files in an ordinary filesystem (and processing the PDFs with Tesseract to get an OCR-ed plain-text version of each PDF) wouldn't meet your needs? (Admittedly, I have no idea what you'd want to be notified of, nor what you want to accomplish with rules.) Jul 10, 2017 at 23:59
  • 1
    @Kodiologist for me that would be e.g. searchability by tags. And from OPs requirements, e.g. input by email, rule-based processing, pluggable notifications.
    – Izzy
    May 28, 2018 at 12:01
  • I'm working on a more formal design document for this that I will use to solicit bids.
    – chicks
    Oct 24, 2018 at 15:33
  • isc.sans.edu/forums/diary/… is talking about the same issue, but their idea of documents is much broader than what I'd initially try to handle.
    – chicks
    Nov 20, 2018 at 18:05


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