Knowledge base
Customer Success Hub
Guides for customer success, onboarding and support.
- MCP Server: Connect Claude, ChatGPT, Grok and CursorPaperOffice MCP for AI assistants — setup, permissions, and security in the Knowledge Base 'AI Connectors'.
- PaperOffice Products at a GlanceDocument AI, Workflow AI, API platform and modules.
- CURATOR-TEST Lieferzeit Gitterroste 194914Die Lieferzeit für Gitterroste beträgt in der Regel 6 Wochen.Preise auf Anfrage.
- Create an IDP agentIDP agents extract structured data from documents. This article explains how to create, configure and activate an IDP agent in Document AI from scratch.
- HTTP-CURATOR-TRANSLATE-TEST LieferzeitDie Lieferzeit für Gitterroste beträgt in der Regel 6 Wochen.Preise auf Anfrage.
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AI Connectors
Connect Claude, ChatGPT, Grok and Cursor to PaperOffice: setup, permissions, security, troubleshooting.
- Getting support for the PaperOffice connectorHow to reach the PaperOffice team for connector questions, what to include and where the technical reference lives.
- Credits and billing for AI connector callsHow tool calls from Claude, ChatGPT, Grok or Cursor are billed and where to see usage.
- PaperOffice for Claude, ChatGPT, Grok and Cursor — overviewWhat the PaperOffice AI connector does, which assistants are supported and what is required.
- IT approval checklist for the PaperOffice connectorFacts IT and security teams need before approving the PaperOffice connector: domains, transport, authentication, data handling.
- What Claude can read and change in PaperOfficeTool families, read-only versus write actions, confirmations and how PaperOffice permissions apply.
- Connect Cursor to PaperOfficeAdd PaperOffice to Cursor with a user token in mcp.json — no OAuth pop-up.
- Connect Grok to PaperOfficeAdd PaperOffice as a custom connector in Grok and sign in with OAuth 2.1.
- Troubleshooting: Claude does not connect or shows no toolsTypical symptoms when connecting Claude to PaperOffice and how to fix them.
- Disconnect Claude and revoke accessRemove the PaperOffice connector in Claude and end the OAuth connection from the PaperOffice side.
- 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.
- 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.
- Connect ChatGPT to PaperOfficeAdd the PaperOffice connector in ChatGPT, what the ChatGPT profile contains and what to keep in mind.
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.
- Postman collection and llms.txtLive machine-readable specification. This is the source for endpoints — not a static export and not this article.
- Limits and creditsMinimum rate limits, response headers for limits and credits, lane multipliers and poll costs.
- MCP connect URLsProduction MCP hosts and profiles. Setup how-tos for Claude, ChatGPT, Grok and Cursor live in the AI Connectors knowledge base.
- JobsHow PaperOffice jobs run: pipeline slugs, client_wait, HTTP 202, polling and error codes.
- 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.
- Start SLAOptional processing_lane controls when a job starts in the queue and the credit multiplier — not when it finishes.
PaperOffice AI
Product-wide help: credits, account, organisation, support and hosting. Not Classic DMS.
- 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.
- Remove a userA user is removed in User management. That does not delete the organization. Delete account remains limited to the root account.
- 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 vision and the knowledge graph are n...
- 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.
- Plan, wallet and invoicesPlan credits, wallet and invoices apply to the organization. Top-up and plan changes live in the web and desktop app.
- 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.
- 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.
- 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.
- Was machen IDP Agents?IDP steht für intelligente Dokumentenverarbeitung. Ein IDP Agent ist eine gespeicherte Konfiguration dafür: Dokumenttyp, Felder mit Anweisungen in natürlicher S...
- Document AI: Was wird aus einem Dokument gelesen?Wenn ein Dokument in PaperOffice AI ankommt, passieren drei Dinge: lesen, einordnen, auswerten. Zuerst liest die AI-Texterkennung Text und Layout. Das funktioni...
- Abrechnung: pro Seite statt pro NutzerPaperOffice AI rechnet nach Nutzung ab: Bezahlt wird die verarbeitete Seite, nicht der Benutzer. Es gibt keine Nutzerlizenzen. Ob zwei Personen mit dem System a...
- Workflows in PaperOffice AIWorkflows in PaperOffice AI heißen Workflow Agents. Sie verbinden Auslöser, KI-Aktionen, Bedingungen, menschliche Freigaben und Ausgaben zu Prozessen, die selbs...
PaperOffice AI Mobile
Smartphone app. Navigation and features that differ from web and desktop.
- 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.
- 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.
- 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.
- 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.
PaperOffice AI Web & Desktop
Web app and desktop app. Settings, workspaces and clicks in the shared interface.
- PaperOffice AI: web app and desktop appThis knowledge base covers the PaperOffice AI app in the browser and on the desktop. The mobile app and product-wide topics have their own knowledge bases.
- How do I import data into workspaces?The Import documents wizard takes a ZIP or a storage mount into an existing workspace. ZIP: max. 5 GB and 2000 files. Processing follows the workspace AI-DMS ti...
- How do I create workspaces in PaperOffice AI?Workspaces are containers for documents. New: type Business, AI-DMS Premium, PaperOffice datacenter or BYOS. Storage mode is fixed after create.
- Invite a userNew users are created in the web and desktop app under User management. Invite then sends a link. The mobile app does not include this area.
- How do I connect a NAS as a storage mount?Storage mounts have two purposes: BYOS (originals stay on the NAS, SFTP only) and import source (SFTP, WebDAV, S3, IMAP). Purpose is fixed after create.
- Top up the walletWallet and top-up live in the web and desktop app under Current plan & billing. The mobile app does not include billing.
- How do I connect my ASUSTOR NAS to PaperOffice AI?ASUSTOR is connected in PaperOffice AI as an SFTP storage mount, not as a vendor connector. BYOS remains SFTP-only.
- How do I connect my Synology NAS to PaperOffice AI?Synology is connected in PaperOffice AI as an SFTP storage mount, not as a vendor connector. BYOS remains SFTP-only.
- Sign in, register, passwordSign-in and registration in the web and desktop app. Forgot password lives on the sign-in page. The app UI follows the language in the URL.
- How do I connect my QNAP NAS to PaperOffice AI?QNAP is connected in PaperOffice AI as an SFTP storage mount, not as a vendor connector. BYOS remains SFTP-only.
- Add a documentFiles are stored in a workspace. In the web and desktop app that starts with Add document or Import.
- Open organization settingsOrganization settings live in the web and desktop app under Account → Settings. The mobile app does not include this area.
PaperOffice Classic DMS
Help for PaperOffice Classic DMS, including export of original files.
- Configurazione del NAS QNAP per il sistema di gestione dei documenti PaperOffice (video)The QNAP NAS setup is very simple and consists of 5 steps. The video shows how to set up the Maria DB5.5 on your QNAP NAS and install phpmyadmin, add a user acc...
- Briefing giornaliero e panoramicaApre la cabina di pilotaggio personale e le funzioni usate di frequente. Inoltre, vengono visualizzati gli appuntamenti per i prossimi 14 giorni e le attività s...
- How do I change the folder icon?Folders can be marked with different existing icons. Select the corresponding folder and click with the right mouse button, then select "Folder icon". Then clic...
- Gestione delle noteThe note management lists all existing notes. Not only are notes listed here that were placed on a document area, but were also generally stored. Top note bar C...
- Minimum requirements, system requirements and hardware compatibilityOperating systems / Approved under : Windows® 10 x64 (64bit), Microsoft® Office® 2016-2019, Microsoft® Office® 365. Recommended: Windows® 10 x64 (64bit). The us...
- Come posso creare note o attività su un documento?Notes can be added anywhere in the document and you can add comments and comments to these notes. Tasks can be stored for the notes already created, and pre-def...
- Selezione del database personalizzato (locale e NAS)You can easily choose which database you want to use for working with PaperOffice.
- Come posso insegnare i modelli di documento in PaperOffice?Thanks to the AI-based Intelligent Storage, PaperOffice can automatically recognize all your documents as well as index them, read out complete content and then...
- Digitale Workflows und Arbeitsabläufe mit Verzweigungen "rot-grün Abfrage" / Teil 2 PaperOffice DMSDieser Workshop umfasst den zweiten Teil der mehrteiligen Workshop-Reihe zum Thema Workflows und Arbeitszuweisung. Im aktuellen Workshop wird Ihnen gezeigt, wie...
- Quali tipi di display ci sono e come posso modificarli?The PaperOffice interface has 5 display types: Display by folder, Display by status, Display by keywords, Display by document type, View by contact. These can e...
- Comment configurer correctement le serveur de base de données MariaDB-MySQL ou le NAS (my.ini ou my.cnf) ?There is no ideal predefined configuration for a database. Depends on the The configuration can vary depending on the workload, the connections and the connecte...
- Come rimuovo i documenti in PaperOffice dopo che è scaduto il periodo di conservazione legale?Al termine del periodo di conservazione, è possibile rimuovere facilmente i documenti da PaperOffice. Useremo l'esempio del periodo di conservazione di 10 anni ...