[Mayan EDMS: 2128] How best to enter meta data for scanned documents?

[s***@gmail.com]

Many thanks to all concerned - I've recently started using Mayan - and I'm
hugely impressed. The UI seems very slick.

I am struggling, however, with something that my intuition tells me is
likely to be a typical Mayan use-case.

I have thousands of letters... The documents need to be tagged by
'correspondent' - and, when combined with the date on document, for this to
be used as a "primary identifier". Right now, the paper documents are not
very logically organized. My hope is that, by scanning them into Mayan, I
can achieve the organization I require. I've a sheet-fed scanner, so it is
fairly easy for me to create (many thousands of) scanned documents. I've
configured a "Staging Folder" - which was straightforward... but I don't
see a neat way to manually enter meta data for each document (each document
requires a very quick visual review on-screen - then entry of a date and
tags.)

I'm struggling to see how best to provide each document with its date and
tags. I've managed to update meta-data and tags using 'Actions' on the
'Recent Documents' page for a dozen documents... but it seems a very
cumbersome approach. I'm sure I'm overlooking something. Is there a
straightforward way to streamline data entry of this meta-data for scanned
documents? When I use the 'Document Upload Wizard' - I have to choose the
document type and the mandatory metadata 'date' before I get to see the
document(s) in the staging folder. Do I need to configure a 'workflow' to
see the document before I have to provide its meta-data?

By any chance can anyone point me in the right direction?

Steve