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No I am not dropping Joplin, on the contrary !
I used Evernote for about 10 years before it becames useless and discovered Joplin.
I switched quite quickly, amazed by all Joplin offers.... if I'd known, I would have switched earlier.
I have been probably abusing Joplin as DMS (Document Management System) since day 1 and I must say it works pretty well at it although it is not really what Joplin is made for.
I am now well over 10K notes and I keep importing PDF. Although Joplin did not show its limits yet, I decided to handle my PDF with a solution that is probably more dedicated to it: Paperless NGX.
Why the switch ?
First of all, I want to keep Joplin "light" and keep doing daily backups.
My Daily backup is now well over 10GB. Joplin does still behave great and I love the options to search notes, link them, and add comments and labels. I have tried DMS in the past and they were so bad that using Evernote/Joplin remained a MUCH better experience despite the manual work of tagging and filling up metadata (such as dates, amounts, ...).
Paperless NGX however, scores a few extra points for document management aka. PDF...
First it will import, just like you can do with Joplin, listening to the content of a folder.
I like that it also organizes the PDF as a folder tree based on pre-defined rules. For instance, it will take care of putting all your 2025 invoices in to a folder called 2025 (if you wish to do so). Which brings me to the next point: the main pain I had using Joplin as DMS was extracting OCR Data.
Paperless NGX will find the one or few dates of your document, and it is automatic.
I would love to see some integration between those 2 as I still think Joplin remains better to "comment" on documents. For that, I would need to link documents stored in Paperless NGX into Joplin.
Linking one document is possible but painful and relies on some incremental ID. The @@... links in Joplin are much more convenient. It is possible to link to a Paperless search since it is a simple URL.
Ideal would be a plugin, using the Paperless NGX calling its API to fetch one doc, one search, one label, etc... based on a shortcut like @@.... Call it >>... or whatever.
I hope this way to bloat my Joplin Datanase a little less, while keeping my PDF as clear documents in the backend (ie file system) and not as BASE64 in the DB.
Paperless NGX simply offers more as DMS than Joplin... and that's fair as it is a DMS...
Since Paperless NGX allows custom fields and URL as type, it is trivial to link back to a Joplin note that can be a note with an embedded search, etc...
With this, I hope to keep Joplin smaller and faster, to keep doing what it does best.
How do YOU do it ?