Complete, reproducible guide for installing and configuring Paperless-ngx on TrueNAS SCALE with proper ZFS datasets, Gmail ingestion, and tax/document workflow.
- Full ZFS dataset structure with snapshots
- Gmail IMAP ingestion for automatic document import
- OCR + intelligent tagging
- Dedicated storage paths for media, consume, and trash
- Tax return workflow (2010–present)
- Create recommended ZFS datasets
- Install Paperless-ngx from TrueNAS Apps
- Map storage volumes correctly
- Configure Gmail IMAP
- Set up Document Types & Storage Paths
Total time: ~20–30 minutes
| Document | Description |
|---|---|
| SETUP-GUIDE.md | Complete step-by-step installation |
| docs/best-practices.md | Naming conventions & tax workflow |
| docs/troubleshooting.md | Common issues and fixes |
ZFS Dataset Structure
Storage Configuration
Dashboard
- TrueNAS SCALE 24.10 or newer
- Dedicated storage pool with sufficient space
- Gmail account with App Password enabled
See docs/best-practices.md for:
- Recommended document naming
- Tax return organization strategy
- Retention & cleanup rules
Issues and improvements are welcome!
MIT License © 2026 Duc Nguyen
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Last updated: May 2026