Knowledge bases
Customer Success Hub
Guides for customer success, onboarding and support.
- Ask for advice or a demoAppointments cannot be booked online. For questions before buying or a personal demo, send a request via the contact form on paperoffice.ai; the team will get b...
- API Documentation and PostmanLive API docs, Postman collection, and developer onboarding.
- MCP Server: Connect Claude, ChatGPT, Grok and CursorPaperOffice MCP for AI assistants — setup, permissions, and security in the Knowledge Base 'AI Connectors'.
- Welcome to the PaperOffice Customer Success HubOverview of tickets, knowledge base, and developer resources in the portal.
- Login via Magic LinkHow to log in to the portal and link your account.
- Create Support TicketSubmit a new inquiry to PaperOffice support.
- Understanding Ticket StatusMeaning of the statuses in your support ticket.
- Search Help & FAQHow to find answers in the knowledge base.
- Contact and Support ChannelsWhen to use Portal Ticket vs. paperoffice.ai Contact.
- Frequently Asked Questions about API UsageCredits, limits, and billing — overview for developers.
- PaperOffice Products at a GlanceDocument AI, Workflow AI, API platform and modules.
- Attach Files to TicketsUpload attachments in the ticket composer.
AI Connectors
Connect Claude, ChatGPT, Grok and Cursor to PaperOffice: setup, permissions, security, troubleshooting.
- Troubleshooting: Claude does not connect or shows no toolsTypical symptoms when connecting Claude to PaperOffice and how to fix them.
- PaperOffice for Claude, ChatGPT, Grok and Cursor — overviewWhat the PaperOffice AI connector does, which assistants are supported and what is required.
- Credits and billing for AI connector callsHow tool calls from Claude, ChatGPT, Grok or Cursor are billed and where to see usage.
- Connect Claude to PaperOfficeStep-by-step: add the PaperOffice connector in claude.ai, Claude Desktop or Claude Code and sign in with OAuth 2.1.
- What Claude can read and change in PaperOfficeTool families, read-only versus write actions, confirmations and how PaperOffice permissions apply.
- Disconnect Claude and revoke accessRemove the PaperOffice connector in Claude and end the OAuth connection from the PaperOffice side.
- Connect ChatGPT to PaperOfficeAdd the PaperOffice connector in ChatGPT, what the ChatGPT profile contains and what to keep in mind.
- Connect Grok to PaperOfficeAdd PaperOffice as a custom connector in Grok and sign in with OAuth 2.1.
- Connect Cursor to PaperOfficeAdd PaperOffice to Cursor with a user token in mcp.json — no OAuth pop-up.
- Security and data flow: what the assistant seesWhich data leaves PaperOffice when Claude, ChatGPT or Grok call a tool, where processing happens and what is logged.
- OAuth 2.1 and token types explainedWhy Claude, ChatGPT and Grok use OAuth, when a user or group token is the right choice and why secret keys are blocked.
- IT approval checklist for the PaperOffice connectorFacts IT and security teams need before approving the PaperOffice connector: domains, transport, authentication, data handling.
API documentation
How the PaperOffice API works: authentication, jobs, start SLA, credits, webhooks, MCP URLs and the live specification.
- WebhooksRegister HMAC-SHA256-signed endpoints for job and account events.
- MCP connect URLsProduction MCP hosts and profiles. Setup how-tos for Claude, ChatGPT, Grok and Cursor live in the AI Connectors knowledge base.
- Start SLAOptional processing_lane controls when a job starts in the queue and the credit multiplier — not when it finishes.
- Limits and creditsMinimum rate limits, response headers for limits and credits, lane multipliers and poll costs.
- Postman collection and llms.txtLive machine-readable specification. This is the source for endpoints — not a static export and not this article.
- API quickstartThe operating system of the PaperOffice API. Endpoint details live in llms.txt; this handbook explains auth, jobs, SLA, credits, webhooks and MCP.
- AuthenticationBearer tokens for the PaperOffice API: system keys, user tokens, group tokens and publishable keys.
- JobsHow PaperOffice jobs run: pipeline slugs, client_wait, HTTP 202, polling and error codes.
PaperOffice AI
Product-wide help: credits, account, organisation, support and hosting. Not Classic DMS.
- Virus scan on upload and on email intakePaperOffice AI checks every uploaded file and every email attachment for viruses before it is stored. Infected files are rejected and not stored; there is no vi...
- Text messages from PaperOffice: what they are forPaperOffice sends text messages from the sender “PaperOffice” only for fixed purposes: codes, signature invitations, and links or case numbers after a call with...
- Relations AI: companies, people and deadlines from your documentsRelations AI creates organizations and people automatically from analyzed documents and shows deadlines such as payment due dates or contract end. It is not a C...
- Is an incoming email genuine? What PaperOffice AI can checkPaperOffice AI does not automatically check incoming emails for authenticity and gives no “genuine” or “fake” verdict. You can, however, view header and sender ...
- Data services: VAT ID check, exchange rates, geocoding and mapsPaperOffice checks VAT IDs against VIES, provides exchange rates, turns addresses into coordinates and shows maps. You try the services in the Data AI Playgroun...
- Fraud risk score, VAT ID check (VIES) and security quarantine with AI-DMS UltraWith AI-DMS Ultra, a security audit checks every new document: a fraud risk score from 1 to 10 with reasoning, a VAT ID check via VIES and, at high risk, a secu...
- Stay informed: upload activity, workspace briefing and Problem SolverUnder Analytics AI → Activity & Processing you see when and by whom documents were uploaded. The workspace briefing is only available via API and MCP, not as a ...
- Knowledge Graph: document network, transactions and sender mapThe Knowledge Graph shows how your documents, companies and numbers are connected. It needs documents processed with AI-DMS Premium or Ultra – Basic creates no ...
- What is PaperOffice AI?PaperOffice AI is the current product (web, desktop and mobile). This knowledge base covers the product as a whole, not a single client.
- AI-DMS tiers: Basic, Premium and UltraAI-DMS belongs to the workspace. New workspaces start with Premium. Basic for bulk without business fields; Ultra only when image understanding (MEGA Vision) is...
- Where is my data stored? In our own data center in Navarra, SpainYour documents are processed, stored and backed up only in Spain, in PaperOffice's own data center in Navarra. With your own storage (BYOS), the files stay with...
- Contract deadlines: term, renewal and last day to cancelIn the AI-DMS tiers Premium and Ultra, PaperOffice reads term, notice period and renewal from contracts and shows the last day to cancel in the Deadlines card. ...
PaperOffice AI Mobile
Smartphone app. Navigation and features that differ from web and desktop.
- Set up the mobile appPaperOffice AI Mobile is a Progressive Web App. No app store. Pairing uses Security Center or app.paperoffice.ai on the smartphone.
- PaperOffice AI Mobile: which help belongs hereThis knowledge base applies only to the PaperOffice AI app on a smartphone. The web app and desktop app live in PaperOffice AI Web & Desktop.
- Delete an account in the mobile appDelete account is not available in the PaperOffice AI mobile app. Account deletion lives in the web or desktop app and only for the root account.
- Capture a document on a smartphoneOn the smartphone: scan, pick a file, and if needed queue offline. The file lands in the organization workspace once a network is available.
PaperOffice AI Web & Desktop
Web app and desktop app. Settings, workspaces and clicks in the shared interface.
- Use your website as a knowledge sourceA website source reads public HTTPS pages of your website and stores them as internal articles in a knowledge base, which your website chat and your public phon...
- Set up a Conversation Agent for phone callsA Conversation Agent answers calls on its own phone number and replies from your knowledge bases. You request the number in the Telephony tab. Available from th...
- Connect shipment tracking with GLS and DB SchenkerUnder Knowledge Base AI → Operational sources you connect shipment data from GLS or DB Schenker. End customers see a shipment only after a proof.
- Create IDP Agents from templates (formerly Skills Store)You create IDP Agents under Document AI → IDP Agents, fastest with a predefined template. The former Skills Store no longer exists; you find its templates when ...
- Query a workspace by phone: phone share with PINWith a phone share, a recipient calls from their registered mobile number, enters their PIN and asks the Conversation Agent about exactly one workspace. You nee...
- Trust Agent and trust certificate: check PDFs for tamperingDetect manipulated or forged invoices: The Trust Agent checks PDFs on the server for hidden content, overlays and technical anomalies and stores the result as a...
- Send documents securely by email: PDF password, secure link and delivery logWith “Send by email” you send up to 10 documents via a secure link with a PDF password; every opening and download is logged. The link is valid for 7 days, you ...
- PDF Studio in the app: convert, merge and protect PDFsIn the app's PDF AI Playground you convert files, merge PDFs and add or remove passwords. You download the result; it is not filed in the workspace automaticall...
- PaperOffice PDF Reader: read for free, tools with an accountThe PaperOffice PDF Reader opens PDFs in the browser or as a Windows app without uploading them. Reading and the basic features are free without sign-in; more t...
- Documents on your own server: BYOS in PaperOffice AI instead of ClassicWith “Own Storage (BYOS)”, PaperOffice AI stores a workspace's files encrypted on your server or NAS; you do not need PaperOffice Classic for this. Only SFTP or...
- Connect n8n, Make and Zapier to PaperOffice AIYou connect n8n, Make and Zapier through the REST API with an API key and through webhooks, and n8n also through its MCP client. Webhook targets in Workflow Age...
- Media AI: speech, translation, images and documents as audiobooksMedia AI combines Voice Studio (text to speech, speech to text), Translate Studio and Image Studio (generate, analyze, remove background). Everything is a paid ...
PaperOffice Classic DMS
Help for PaperOffice Classic DMS, including export of original files.
- Why I can not redeem my download code?Once a download code is activated, the included license will be added to the user account that redeemed the download code. This means that this user account now...
- How can I create new folders?Select the folder under which you want to create a new subfolder by right-clicking on it to open the context menu. Now click on "Create new subfolder", enter th...
- Store note information and assign tasksYou can put notes on certain areas of the document, which you e.g. highlight or for which you want to leave a comment. You can manage them and search for them w...
- Settings under database, backup and exportWith PaperOffice, backing up, exporting and restoring your data is easy and user-friendly. To make the settings for automated backup or bulk export in PaperOffi...
- What is a SmartSpell dictionary and how can I manage it?SmartSpell is the automated word correction tool for your text recognition. SmartSpell uses its own industry-specific dictionaries to perform the recognition as...
- How does the text recognition works for my documents?All documents and files added to PaperOffice are completely text-recognized by the built-in SmartSpell OCR text recognition and corrected by extensive internal ...
- DropMail Not Receiving Attachments – Troubleshooting GuideIssue Summary You’re attempting to use DropMail to import files via email, but no files are being received or processed by PaperOffice. Root Causes & Explanatio...
- What does PaperOffice LITE or Lite mode mean?PaperOffice's range of functions is limited to export and read-only access in order to guarantee access to the PaperOffice database at all times, even without a...
- How do I access the PaperOffice database from an external network?Please note that these instructions are explicitly about setting up a router. We would also like to point out that PaperOffice assumes no responsibility for the...
- How does the advanced search work?Advanced search PaperOffice has various search and filter functions that enable quick retrieval. For example, when archiving documents and files, OCR is used as...
- DropMail settingsDropMail - your custom email address With DropMail you get your personal email address, to which you can send necessary documents anytime and anywhere and thus ...
- How do I perform a self-diagnosis in PaperOffice?Start PaperOffice for now. Then click on "Options" in your login window and select "Run self-diagnostics" in the "Help" section. PaperOffice will now run a diag...