PaperOffice AI
Product-wide help: credits, account, organisation, support and hosting. Not Classic DMS.
Data and hosting
- 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...
- Security, data location and audit-proof archiving in PaperOffice AI: the complete guideWhere your documents are stored, how uploads are checked for viruses, what PaperOffice can and cannot check about incoming emails, how WORM and legal hold prote...
- Data location and your own storagePaperOffice AI processes in the organization. Originals can live on your own storage (BYOS). Details are in the in-app Trust Center.
- Own storage, NAS and storage mounts in PaperOffice AI: the complete guideHow to keep your documents on your own server or NAS with Own Storage (BYOS), which protocol fits which purpose, how to prepare a Synology, QNAP or ASUSTOR NAS,...
- 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...
- 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 ...
Credits
- What happens when Credits run out?Documents stay. On a paid plan, usage continues automatically from the account balance. You do not need to buy Credits. On the free plans (Free and Free-Boost),...
- Billing and Credits in PaperOffice AI: the complete guideHow PaperOffice AI is billed: by usage instead of per user. This guide explains Credits, plan credits and the wallet, which features are paid, what is free, wha...
- Billing by usage instead of per userBilling by usage instead of per user. Do you pay per user, per seat or per employee? No. With PaperOffice AI you do not pay a price per head. You choose a plan ...
- Is PaperOffice AI free? Free plan, Credits and free web toolsIs PaperOffice AI free? The Free plan needs no credit card, but every AI and processing feature consumes Credits; Free includes one-time starter credits. Only t...
- What are Credits?Credits are the organisation usage quota for AI, documents and the API. The pool is shared, regardless of web, desktop or mobile.
- Plan, wallet and invoicesPlan credits, wallet and invoices apply to the organization. Top-up and plan changes live in the web and desktop app.
Support
- Support, help and moving from PaperOffice Classic: the complete guideWhere to find help for PaperOffice AI, how to create and follow a support ticket in the app and in the portal, how to request advice or a demo, and how to move ...
- Support tickets in PaperOffice AINew PaperOffice AI support tickets are created in the app under Support, not in the portal. The portal shows help articles without signing in.
Overview
- The PaperOffice API for developers: the complete guideHow to get started with the PaperOffice REST API: where the live specification is, which token types exist, how jobs run with waiting and polling, what the star...
- Integrations in PaperOffice AI: the complete guideHow to connect PaperOffice AI to your other systems: n8n, Make and Zapier through the API and webhooks, Holded and JTL-Wawi for order and invoice data, shipment...
- Conversation Agents and Helpdesk AI: the complete guideHow to answer customer calls and website chats with a Conversation Agent, feed it with knowledge and business data, learn from conversations, handle requests as...
- Adding and importing documents in PaperOffice AI: the complete guideAll ways to get documents into PaperOffice AI: single files, ZIP archives and storage mounts with the import wizard, mailboxes, network scanners and the smartph...
- Finding documents and asking questions in PaperOffice AI: the complete guideHow to find documents in PaperOffice AI, why a search sometimes returns nothing, how to ask the PaperOffice Agent questions about your documents with sources, h...
- Workflows in PaperOffice AIWorkflow agents run an instruction on documents. They start manually or after a defined event, for example when AI-DMS has completed. With the start event “Manu...
- PDF tools, redaction, signatures and Media AI in PaperOffice: the complete guideThe PDF and media tools of PaperOffice at a glance: the free PDF Reader, PDF Studio in the app, AI redaction for sharing documents safely, electronic signatures...
- Getting started with PaperOffice AI: the complete guideThis guide takes you from registration to your first searchable documents: what PaperOffice AI is, how to sign in, how to create a workspace, how to add or impo...
- 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...
- 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...
- 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 ...
- 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.
- From PaperOffice Classic to PaperOffice AIMove in four steps: export originals from Classic, connect the NAS as a storage mount, create a workspace, import data. No Classic database into PaperOffice AI.
Account and organization
- Using PaperOffice with Claude, ChatGPT, Grok and Cursor (MCP): the complete guideHow to connect AI assistants such as Claude, ChatGPT, Grok and Cursor to PaperOffice through the PaperOffice MCP server: what the connector can do, how to conne...
- How do I delete my PaperOffice account?Delete your PaperOffice account: only the root account can delete the organization. The path is in Settings of the web and desktop app and can also be reached f...
- Remove a userA user is removed in User management. That does not delete the organization. Delete account remains limited to the root account.
- Root account and usersThe root account owns the organization. Member accounts work in the same organization but cannot do everything — including account deletion.
- Team, roles and sharing in PaperOffice AI: the complete guideHow an organization in PaperOffice AI is structured, what the root account may do, how to invite and remove users, how to share a workspace with your tax adviso...
- MCP in three sentences: connect PaperOffice AI to an AI assistantMCP lets Claude, ChatGPT, Cursor or Grok work with the organization documents. Rights follow the key in use. The steps live in the AI Connectors knowledge base.
- App sign-in and API keysApp sign-in is a person’s session. API keys are for integrations. Credits apply to both in the same organization.
AI-DMS
- Contracts, deadlines and business partners in PaperOffice AI: the complete guideHow PaperOffice AI reads term, notice period and renewal from contracts, calculates the last day to cancel and reminds you in time, how Relations AI builds a di...
- Document AI and AI-DMS tiers: the complete guideWhat PaperOffice AI reads from your documents and how deeply, depending on the AI-DMS tier Basic, Premium or Ultra. With incoming invoices and e-invoices, 3-way...
- 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 ...
- 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...
- 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...
- Agents and workflows in PaperOffice AI: the complete guideHow IDP agents extract the fields you need, how workflow agents run instructions on documents automatically, how human review works when a field is missing, and...
- 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. ...
- 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...
- What do IDP agents do?An IDP agent is the saved extraction: document type, fields in natural language, model tier and checks. Creation always starts from a sample document.
- Process incoming invoices automaticallyPaperOffice AI reads incoming invoices as PDF, scan or e-invoice. Header, lines and totals come back with a page location. Approval runs through workflows.
- Document AI: what is read from a document?PaperOffice AI reads text and layout, assigns a document type, and returns fields with location and confidence. The tier belongs to the workspace.