How do I import data into workspaces?

Wizard, not the toolbar “Add document”

Single files: Add a document.

Stores (Classic export, folder trees, large ZIPs) run through Import documents on the workspaces overview.

Prerequisite: a workspace. Create: How do I create workspaces in PaperOffice AI?

Path

  1. Document AIWorkspaces.
  2. Select the target workspace.
  3. ActionsImport documents.
  4. Choose the source.

German: https://app.paperoffice.ai/de/document-ai/workspaces-overview

Other UI languages: /{lang}/document-ai/workspaces-overview.

Sources

Source in the appWhen
Computer & networkFiles or a ZIP from this computer or a network drive. ZIP: max. 5 GB and 2000 files. Larger Classic exports: storage mount.
Storage mountImport from SFTP, S3 or WebDAV (purpose import source). Set the source folder, for example / or /classic-export.
Cloud (OneDrive, SharePoint, Google, Dropbox, Box)Enterprise, locked in the standard UI.
Docuware, DATEV, M-Files, d.velopEnterprise, locked.

Subfolders are included. Processing follows the AI-DMS tier of the target workspace, not a second choice in the wizard: AI-DMS tiers: Basic, Premium and Ultra.

Create an import source: How do I connect a NAS as a storage mount?

Export Classic files first: How do I export documents as original files?

Credits

Import and the pipeline consume organization credits: What are Credits?.

Move: From PaperOffice Classic to PaperOffice AI