Feature request: Improve "Upload from staging" workflow/frontend
Version
4.0.15 (docker installation)
User story
I use Mayan to store and organize my personal documents. I have it set up so that when I scan my paper documents, they automatically land in the staging folder for Mayan. Then, I use the web frontend "Document upload wizard" with source "Preview before uploading" to import the documents and assign tags to them. I usually do this in two steps. I.e. I scan a bunch of documents and later I use the web frontend to import them all.
I want to manually assign tags so that I can later easily find for example everything that is related to taxes or whatever.
I think this is probably a relatively common workflow at least for personal users.
Problem description
The document upload wizard feels really cumbersome for my workflow.
Why cumbersome? Because it makes me pick a set of tags first, before I get to see which documents are in the staging folder. That means I have to have the staging folder open in a different window to see what the next document is so I can select the tags. And when I want to import the next document with different tags, I need to start the wizard from the beginning.
This is what it looks like: Step 2 - Select tags:
Step 3 (there is no step 4, regardless of what it said above ;) ) - Pick documents (here from a total of 59 documents in my staging folder):
Solution Proposal / Request
Change the frontend so that the user
- gets presented with a list of the available documents and ideally a preview of the selected document,
- the user can then chose one or more of the documents, and
- can then chose document type, language and tags for the selected documents before confirming.
- Bonus points if the selected document type, language and tag list then stays active so the user can immediately go on to select the next document(s) which might usually have a lot of overlap (same document type, language and some tags).
Feel free to come up with better solutions. ;) I am not sure how this would integrate with the "upload via browser" workflow because I rarely use it but I think that workflow would benefit from the same change and it should integrate rather well.
Comments
I already posted this as a question earlier in the forums and RobertVib answered that what I call "clunky" might have been the result of a technical limitation with Django that might have been resolved now, see https://forum.mayan-edms.com/viewtopic.php?t=6227
Any help with this would be greatly appreciated! Let me know if I should supply more information etc.