Your first hour in PaperOffice AI

This order

PaperOffice AI is the web app and the desktop app at https://app.paperoffice.ai. The UI language follows /{lang}/.

  1. Sign in or register the organization. Sign in, register, password. Registration creates the root account: Root account and users.
  2. Decide where originals live. The default is the PaperOffice datacenter. Own storage (BYOS) needs a storage mount that PaperOffice can reach, created first: How do I connect a NAS as a storage mount?.
  3. Create a workspace. Type Business, AI-DMS Premium, storage mode final: How do I create workspaces in PaperOffice AI?.
  4. Put files in. A single file: Add a document. A store as ZIP or from a mount: How do I import data into workspaces?.
  5. Wait for processing, then search. After import. Empty: Search returns nothing.

Guided setup in the app: /{lang}/paperoffice-account/getting-started.

What this hour is not

Not a substitute for document types, IDP or workflows. Those follow once the first store is searchable: What are document types?, How do I create an IDP agent?.

Credits: What are Credits?.