Learn PaperOffice — from the first document to the complete setup
Product learning tracks, full setup guides, and feature tours — from first steps to the MCP connection. Search or filter by track.
Learn by product
Each track guides through one PaperOffice product — from getting started to the complete setup.
Document AI & DMS
Import documents, build workspaces, understand OCR and document types — your entry into AI document management.
Agents & Automation
Create IDP agents, verify extractions, PDF split, handwriting, trust agent, and workflows — processing without manual work.
Connectors & Storage
Connect scanner archives, Synology NAS, storage mounts, and connectors — documents flow into PaperOffice automatically.
MCP & AI Assistants
Connect PaperOffice to Claude, ChatGPT, and other assistants via MCP — the complete setup, step by step.
Redact & GDPR
Detect and redact personal data automatically — GDPR-compliant sharing without manual rework.
E-Signature & Proof
Get documents legally signed — sending, SMS verification, audit trail, and certificate, step by step.
Document AI & DMS 8 min Welcome to PaperOffice
New users often lose time finding their way around. This video shows the main interface and how to become productive in minutes.
Document AI & DMS 12 min Import and upload documents
Without reliable import your DMS stays empty. You will learn drag-and-drop, bulk upload, and supported file formats.
Document AI & DMS 10 min Create and manage workspaces
Workspaces structure documents by project or client. This video explains creation, permissions, and the overview.
Document AI & DMS 6 min Feature tour: understand workspaces
Short in-app explainer: what workspaces are, why they organize documents, and how teams get started.
Document AI & DMS 6 min Feature tour: documents overview
The documents overview in daily work — find, filter, and keep the inventory under control.
Document AI & DMS 6 min Feature tour: document types
Document types as structure for classification and extraction — the base for stable AI pipelines.
Document AI & DMS 7 min Feature tour: AI OCR
AI OCR in PaperOffice — make document text readable and ready for downstream processes.
Agents & Automation 15 min Create an IDP agent
IDP agents extract structured data from documents. You will learn how to configure an agent from scratch.
Agents & Automation 11 min Choose an extraction template
Templates speed up setup. This video shows how to pick a suitable template and adapt it.
Agents & Automation 14 min Review and approve extractions
Automatic extractions should be reviewed before downstream processing. You will learn the review workflow and corrections.
Agents & Automation 16 min Full setup: bind an IDP agent to a document type
Auto-extract on upload without applying the agent manually. Document type and IDP agent stay permanently linked.
Agents & Automation 19 min Full setup: bulk extraction — hundreds of documents in one step
Extract data at scale with AI Document Processing — selection, agent, batch start, and quality control.
Agents & Automation 6 min Feature tour: agents overview
The agents overview — which agent kinds exist and how teams run them day to day.
Agents & Automation 13 min Set up the PDF split agent
Batch PDFs often need to be split into individual documents. The PDF split agent detects separation points automatically.
Agents & Automation 16 min Handwriting agent for handwritten text
Handwritten forms are hard to read automatically. The handwriting agent combines OCR with AI for better recognition.
Agents & Automation 12 min Trust agent — verify document trustworthiness
The trust agent scores documents for manipulation and plausibility. Ideal for compliance-critical processes.
Redact & GDPR 18 min Full setup: redact sensitive data automatically (GDPR)
Batch anonymization and redaction of sensitive content for GDPR-compliant archives — from agent setup to production runs.
Agents & Automation 17 min Full setup: Split Agent — split and rename PDFs
Automatically split batch invoices and multi-document PDFs and name them with AI — complete setup through production.
Agents & Automation 15 min Full setup: Trust Agent — detect fraud and tampering
Find hidden risks in documents — integrity and fraud checks with the Trust Agent from setup to review.
Agents & Automation 7 min Feature tour: human-in-the-loop
Human-in-the-loop in PaperOffice — review uncertain AI results and release with control.
Agents & Automation 7 min Feature tour: workflow agents
Workflow agents for repeatable processes — from overview to day-to-day control.
MCP & AI Assistants 20 min Full setup: connect Claude to your real documents (MCP)
Connect PaperOffice MCP to Claude and use documents in the assistant — tokens, connection, and first productive queries.
Connectors & Storage 14 min Full setup: connect a scanner — automatic archiving
Connect a scanner so scans land reliably and automatically in PaperOffice — paths, protocols, and monitoring.
Connectors & Storage 16 min Full setup: Connectors — import scans automatically
Bring every scan into PaperOffice automatically — create a connector, attach the source, and secure the import path.
Connectors & Storage 22 min Full setup: Synology NAS with AI — self-hosted document management
Run PaperOffice with a Synology NAS — storage mount, paths, and AI processing for self-hosted original files.
Connectors & Storage 6 min Feature tour: connectors
Connectors bring external sources into PaperOffice — overview, purpose, and how to start.
Connectors & Storage 6 min Feature tour: storage mounts
Storage mounts for self-hosted files — keep originals, run AI in PaperOffice.
Connect Claude to PaperOffice (MCP)
Set up PaperOffice as an MCP connector in Claude — from the connector URL to authorizing with your user token. Afterwards, Claude answers questions directly from your documents.
Connect ChatGPT to PaperOffice (MCP)
Set up PaperOffice as an MCP plugin in ChatGPT — enable developer mode, create the plugin, authorize via OAuth. Afterwards, ChatGPT accesses documents and workspaces directly.
Connect Cursor to PaperOffice (MCP)
Set up PaperOffice as an MCP server in Cursor — edit mcp.json, add the token as a bearer, verify the connection. Afterwards, the Cursor agent answers questions from your documents.
Set up a Redact agent for GDPR redaction
Set up automatic redaction of sensitive data — from the Redact agent and detection patterns to a controlled batch run. GDPR-compliant sharing without manual rework.
Send your first document for signature
Get a document legally signed — choose recipients, set the delivery channel and validity, understand SMS verification and the certificate. The complete first send, step by step.
Track signature status and verify signatures
Monitor pending signature requests in the status dashboard, send reminders or cancel — and prove completed signatures with the certificate and audit trail.
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