PaperOffice AI Web & Desktop
Web app and desktop app. Settings, workspaces and clicks in the shared interface.
Documents
- Search returns nothingAn empty search usually means another workspace, processing still running, a filter under Options, or a storage-only workspace without OCR.
- Folders in a workspaceThe folder tree comes from each document storage path, mainly from import. The folder view does not create explorer folders. A document folder groups selected f...
- After import: processing, search and the page limitImport places files in the workspace. Search hits once the workspace AI-DMS pipeline has finished. The page limit defaults to 20 and stops at 40.
- What are document types?Document types describe kind, retention and the default IDP agent. Create them under Document AI → Document types. Classification suggests a type during process...
- Trash: move and restoreMove documents to trash from Actions. Root and administrators open trash from the workspace list, restore items, or empty it.
- 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.
- Add a documentAdd document opens the upload dialog for single files in the open workspace. ZIP, NAS and mailbox use the bulk importer, not the same tab.
- Find a documentDocument search lives in the documents overview toolbar. Same organization, same store in web and desktop.
- 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...
Agents and workflows
- A required field is missing: human reviewWhen a required field is missing or a workflow asks for approval, the task sits under Workflow AI in Human In The Loop. Complete it there, not in the document l...
- How do I create a workflow agent?Workflow AI → Workflow Agents → Create Workflow Agent. A name is required. A new agent stays inactive until the prompt is approved and a test succeeds.
- How do I create an IDP agent?An IDP agent is created from a sample document: select the document, Actions, Create new IDP agent, choose a template, adjust fields in the editor.
Storage mounts
- The NAS must be reachable from the PaperOffice datacenterThe connection test runs on PaperOffice servers. A LAN-only address fails. BYOS needs reachable SFTP. Without port forwarding, import can use Reverse-SSH.
- How do I connect a mailbox?A mailbox is an import source of type Email (IMAP), port 993 with SSL. The import wizard then uses Email Archive and the folder, default INBOX.
- Connection test failedThe storage mount message names the cause: host unreachable, timeout, connection refused, wrong sign-in, or a folder that cannot be read.
- SFTP, WebDAV, S3 and IMAP: which purpose allows which protocolBYOS is external SFTP only. An import source may be SFTP, scanner endpoint, Reverse-SSH, S3, WebDAV or IMAP. SMB is not a connection type.
- 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.
- 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.
- 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.
- 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.
Getting started
- Your first hour in PaperOffice AIOrder for the first store: sign in, create a workspace, add or import files, then search. A storage mount is only required when originals should stay on your ow...
- 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.
- 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.
Team and security
- Share a workspaceExternal sharing lives on the Sharing tab of the workspace dialog and requires workspace type Business. Users inside the organization are invited separately.
- 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.
- Devices and mobile deviceSecurity Center lists devices and sessions. Add mobile device pairs the smartphone. Passkeys (Windows Hello) live on the same page.