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PaperOffice Academy
Learn PaperOffice — from the first document to the complete setup
Learning paths, short films for every feature, webinars and setup guides — from your first document to connecting AI assistants. Search or pick a section.
7 learning paths 176 films and guides 376 min of material
Learning paths
Six learning paths, the most important videos first. More films sit folded underneath.
Document AI & DMS
Import documents, build workspaces, understand OCR and document types — your entry into AI document management.
Lesson 1:46 Welcome: what is PaperOffice AI? The tour PaperOffice AI is a document management system that understands your documents. The tour shows what the AI does with each document and where you find everything after logging in. 
Lesson 2:39 Create workspaces: Standard, Business, Compliance Create a workspace step by step: name and type, processing language, storage location, the three workspace types, how thoroughly the AI reads, document type, access protection and sharing. 
Lesson 0:46 Upload and import documents Upload documents to a workspace and watch the AI start reading them. Plus the other ways in: mobile devices, scanners, screenshots, websites and the bulk importer. 
Lesson 0:57 Result, agent and search: ask your documents, find content What the AI made of the uploaded documents, how the agent answers questions and cites its sources, and how search finds content, not just file names. 
Lesson 1:06 A document in detail: cover sheet, data fields, audit, connections A document with all its tabs: on the left the original, on the right everything PaperOffice AI has made of it. In the film: the credit note from Veldtmann for 950 euros. More videos (6)
Overview film 15:27 What is PaperOffice AI? The big picture 
New Webinar 12:22 Getting started with PaperOffice AI: workspace, documents, agent and search 
Feature tour 5:18 Feature tour: understand workspaces 
Feature tour 5:36 Feature tour: documents overview 
Feature tour 5:00 Feature tour: document types 
Feature tour 6:52 Feature tour: AI OCR More quick explainers for this learning path (20)
0:53 The platform at a glance 
Quick explainer 0:56 Analytics at a glance 
Quick explainer 1:55 AI-DMS at a glance 
Quick explainer 1:18 Workspaces 
Quick explainer 1:13 Import & migration 
Quick explainer 1:14 AI-OCR 
Quick explainer 1:08 Document types 
Quick explainer 1:08 Smart Search 
Quick explainer 1:08 Document chat 
Quick explainer 1:05 Entities 
Quick explainer 1:16 Contacts and relations 
Quick explainer 1:08 Timeline 
Quick explainer 1:19 Knowledge Graph Quick explainer 0:52 Mobile app 
Quick explainer 1:10 PDF Studio 
Quick explainer 1:02 Documents from templates 
Quick explainer 1:09 Analytics dashboard 
Quick explainer 1:12 Financial analytics 
Quick explainer 0:57 Geo map 
Quick explainer 1:31 PaperOffice EU Datacenter Agents & Automation
Create IDP agents, verify extractions, PDF split, handwriting, trust agent, and workflows — processing without manual work.
Lesson 1:25 Create an IDP Agent: template, fields, rules Set it up once instead of retyping every week: pick a template from the agent catalog, describe fields in plain language, add rules, test, then run it by hand, in batch or automatically. 
Lesson 1:14 Review and approve extractions: human-in-the-loop The AI reads, a person decides where it counts: bind required fields to a review queue, work through tasks with deadline and owner, check against the original and approve. 
Lesson 1:03 Split Agent: separate a PDF stack into documents A scanned stack becomes clean single documents: the Split Agent finds where one document ends from the content and names each part in your pattern. 
Lesson 1:16 Trust Agent: check documents for later changes The Trust Agent checks the file, not just the page: covered amounts, saving twice and other findings, with severity, risk score and an evidence PDF. A finding is not a verdict; a person decides. 
Feature tour 6:52 Feature tour: workflow agents Workflow agents for repeatable processes — from overview to day-to-day control. More videos (6)
Full setup guide 1:58 Full setup: bind an IDP agent to a document type 
Full setup guide 2:24 Full setup: bulk extraction — hundreds of documents in one step 
Feature tour 5:19 Feature tour: agents overview 
Full setup guide 3:02 Full setup: Split Agent — split and rename PDFs 
Full setup guide 2:00 Full setup: Trust Agent — detect fraud and tampering 
Feature tour 6:49 Feature tour: human-in-the-loop More quick explainers for this learning path (14)
0:40 Agents at a glance 
Quick explainer 0:51 Knowledge at a glance 
Quick explainer 1:34 Workflow Agents 
Quick explainer 1:04 Human-in-the-loop Agents 
Quick explainer 1:15 Audit Center 
Quick explainer 0:42 Agent executions 
Quick explainer 1:10 Creator Agent 
Quick explainer 1:05 Chat Agent 
Quick explainer 1:09 Access documents by phone 
Quick explainer 1:28 Knowledge Base 
Quick explainer 0:51 Knowledge gaps 
Quick explainer 0:52 Website sources 
Quick explainer 1:23 HelpDesk AI 
Quick explainer 1:03 Ticket system Connectors & Storage
Connect scanner archives, Synology NAS, storage mounts, and connectors — documents flow into PaperOffice automatically.
Feature tour 5:57 Feature tour: connectors Connectors bring external sources into PaperOffice — overview, purpose, and how to start. 
Feature tour 6:04 Feature tour: storage mounts Storage mounts for self-hosted files — keep originals, run AI in PaperOffice. 
Lesson 3:16 Synology NAS + PaperOffice AI — overview A three-minute overview: switch on SFTP on your Synology, add it in PaperOffice as a storage mount, choose your encryption password — and see what PaperOffice AI then does with your documents. 
Quick explainer 0:59 Connect a NAS Your NAS provides the files. PaperOffice provides the AI. In the app, over the API and as MCP tools. 
Quick explainer 0:57 Network scanners From the scanner via SFTP, into your workspace. More videos (4)
Full setup guide 2:27 Full setup: connect a scanner — automatic archiving 
Full setup guide 1:32 Full setup: Connectors — import scans automatically 
New Webinar 8:32 The inbox that thinks along with you: PaperOffice AI in n8n, step by step 
New Webinar 5:39 Splitting documents with the Split Agent in n8n More quick explainers for this learning path (12)
1:20 Connectors 
Quick explainer 1:29 Storage mounts 
Quick explainer 3:18 Supercharge your QNAP: PaperOffice AI on your NAS 
Quick explainer 3:09 Supercharge your Asustor: PaperOffice AI on your NAS 
Quick explainer 3:13 Supercharge your TerraMaster: PaperOffice AI on your NAS 
Quick explainer 3:11 Supercharge your TrueNAS: PaperOffice AI on your NAS 
Quick explainer 3:11 Supercharge your UGREEN: PaperOffice AI on your NAS 
Quick explainer 1:02 JTL-Wawi 
Quick explainer 0:59 Holded 
Quick explainer 1:03 Universal interface for ERP and shop 
Quick explainer 0:56 n8n 
Quick explainer 1:08 Business data for AI agents MCP & AI Assistants
Connect PaperOffice to Claude, ChatGPT, and other assistants via MCP — the complete setup, step by step.
Quick explainer 4:29 PaperOffice AI in Claude: the full demo Claude working inside PaperOffice AI: it reads contracts and invoices, flags a probable payment diversion attempt and turns what matters into a task list. From setup to result. 
Quick explainer 2:06 Set up PaperOffice in ChatGPT Paste one URL, add your key, and ChatGPT works with your real documents: it counts them, extracts the data, analyzes open items and builds charts. 
Quick explainer 1:47 MCP server One account. More than three hundred MCP tools, in the assistant you already use. Step-by-step guides
More quick explainers for this learning path (7)
0:51 For developers at a glance 
Quick explainer 2:12 PaperOffice AI in Claude: the short film 
Quick explainer 1:17 llms.txt and Postman 
Quick explainer 0:30 MCP demo: month-end invoices across workspaces 
Quick explainer 0:30 MCP demo: inbox automation overnight 
Quick explainer 0:30 MCP demo: contract questions from your phone 
Quick explainer 0:30 MCP demo: from invoice pile to dashboard Redact & GDPR
Detect and redact personal data automatically — sharing under the GDPR without manual rework.
Quick explainer 1:11 Redact Agent Find personal data and redact it verifiably. In the app, in batch, through the API, or as an MCP tool. 
New Webinar 3:47 Share documents, not personal data: Redact with pseudonyms (preview) An external auditor needs an employment contract, but not the person behind it. The Redact Agent replaces names, addresses and identifiers with consistent fictitious values: the document stays readable, and the original stays untouched. Step-by-step guides
E-Signature & Proof
Get documents signed electronically (SES under eIDAS) — sending, SMS verification, audit trail, and certificate, step by step.
Partner onboarding
For integrators and resellers: application, partner cockpit, terms and your first customers — five episodes in the real app.
More videos (5)
New Webinar 5:46 Becoming a partner: applying in the app, step by step 
New Webinar 4:40 The partner cockpit: assigning your first customer 
New Webinar 4:43 Money: what integrators save and resellers earn 
New Webinar 4:23 Integrator in practice: connecting a customer 
New Webinar 3:53 Reseller in practice: your customer gets started on their own Quick explainers
Every feature in one or two minutes, played right here.
Overview 6
Documents & AI-DMS 18
1:55 AI-DMS at a glance Quick explainer 1:18 Workspaces Quick explainer 1:13 Import & migration Quick explainer 1:14 AI-OCR Quick explainer 1:08 Document types Quick explainer 1:08 Smart Search Quick explainer 1:08 Document chat Quick explainer 1:05 Entities Quick explainer 1:16 Contacts and relations Quick explainer 1:08 Timeline Quick explainer 1:19 Knowledge Graph Quick explainer 0:52 Mobile app Quick explainer 1:10 PDF Studio Quick explainer 1:02 Documents from templates Quick explainer 1:09 Analytics dashboard Quick explainer 1:12 Financial analytics Quick explainer 0:57 Geo map Quick explainer 1:31 PaperOffice EU Datacenter Agents & automation 16
1:25 IDP Agents Quick explainer 1:34 Workflow Agents Quick explainer 1:14 Human-in-the-loop Quick explainer 1:04 Human-in-the-loop Agents Quick explainer 1:03 Split Agent Quick explainer 1:16 Trust Agent Quick explainer 1:15 Audit Center Quick explainer 0:42 Agent executions Quick explainer 1:10 Creator Agent Quick explainer 1:05 Chat Agent Quick explainer 1:09 Access documents by phone Quick explainer 1:28 Knowledge Base Quick explainer 0:51 Knowledge gaps Quick explainer 0:52 Website sources Quick explainer 1:23 HelpDesk AI Quick explainer 1:03 Ticket system Privacy, signature & proof 3
More AI services: language, image, data, security 15
1:05 AI translation 
Quick explainer 1:01 Voice STT: speech to text 
Quick explainer 1:03 Voice TTS: text to speech 
Quick explainer 1:06 Podcast audiobook 
Quick explainer 1:01 Image recognition 
Quick explainer 1:01 Image generator 
Quick explainer 0:53 VAT validation 
Quick explainer 0:44 Currency API 
Quick explainer 0:46 Geocoding 
Quick explainer 0:46 Map tiles 
Quick explainer 0:42 Weather API 
Quick explainer 0:48 IP location 
Quick explainer 0:54 Device fingerprint 
Quick explainer 0:49 VPN detection 
Quick explainer 0:54 Fake email detection Webinars
In-depth films with real workflows in the app, explained step by step.
New Webinar 5:46 Becoming a partner: applying in the app, step by step Applying as an integrator or reseller in the real app: choose your path, quick check, application with your website, AI qualification and submission. A person on the partner team then decides, and after approval the partner dashboard opens. New Webinar 4:40 The partner cockpit: assigning your first customer Taking on your first customer: have your company details verified, set up your support branding, the customer creates a claim ID, you assign them and give them a plan. Plus what the customer sees afterwards and your public profile. New Webinar 4:43 Money: what integrators save and resellers earn What integrators save on credits and what resellers earn on plans: purchasing, margin and overage, the reseller wallet, the Elite level and the commission for referred partners. The current terms are in the participation terms. New Webinar 4:23 Integrator in practice: connecting a customer Connecting a customer technically: a dedicated workspace, a user group with exactly that workspace, a group token for Claude, automatic document intake and your own workflows with n8n. Finally, where the usage ends up. New Webinar 3:53 Reseller in practice: your customer gets started on their own Your customer gets started on their own: a demo with the sample data, the first step in the app, the way into the Academy and a clear support path through you. Finally, you keep an eye on your customers' plans and overage limits. New Webinar 5:39 Splitting documents with the Split Agent in n8n A batch scan goes in, individual documents come out: the Split Agent finds where one document ends and the next begins, removes separator sheets and names every piece. First the result of a real run, then the build in n8n in four stages. New Webinar 12:22 Getting started with PaperOffice AI: workspace, documents, agent and search The complete first steps in one film: create a workspace, upload documents and see what the AI does with them. Then find documents again, ask the agent, share a workspace even by phone and connect PaperOffice with Claude. New Webinar 8:32 The inbox that thinks along with you: PaperOffice AI in n8n, step by step A batch scan comes in, and at the end, every document is recognized, filed, checked and matched with its order. Where something does not fit, a human decides. First the result of a real run, then the build in n8n in ten stages. New Webinar 3:47 Share documents, not personal data: Redact with pseudonyms (preview) An external auditor needs an employment contract, but not the person behind it. The Redact Agent replaces names, addresses and identifiers with consistent fictitious values: the document stays readable, and the original stays untouched. Set up & connect
Connect PaperOffice to AI assistants, storage, business systems and your own software.
Connect AI assistants: Claude, ChatGPT, MCP 9
4:29 PaperOffice AI in Claude: the full demo Quick explainer 2:06 Set up PaperOffice in ChatGPT Quick explainer 2:12 PaperOffice AI in Claude: the short film Quick explainer 1:47 MCP server Quick explainer 1:17 llms.txt and Postman Quick explainer 0:30 MCP demo: month-end invoices across workspaces Quick explainer 0:30 MCP demo: inbox automation overnight Quick explainer 0:30 MCP demo: contract questions from your phone Quick explainer 0:30 MCP demo: from invoice pile to dashboard Storage, NAS & scanners 10
Lesson 3:16 Synology NAS + PaperOffice AI — overview 1:20 Connectors Quick explainer 1:29 Storage mounts Quick explainer 0:59 Connect a NAS Quick explainer 0:57 Network scanners Quick explainer 3:18 Supercharge your QNAP: PaperOffice AI on your NAS Quick explainer 3:09 Supercharge your Asustor: PaperOffice AI on your NAS Quick explainer 3:13 Supercharge your TerraMaster: PaperOffice AI on your NAS Quick explainer 3:11 Supercharge your TrueNAS: PaperOffice AI on your NAS Quick explainer 3:11 Supercharge your UGREEN: PaperOffice AI on your NAS ERP, shop systems & automation 5
Industries & solutions
What PaperOffice does for your industry, your process or a specific risk.
By industry 10
0:55 Solutions by industry at a glance 
Quick explainer 1:29 Public administration 
Quick explainer 1:28 Banks and financial services 
Quick explainer 1:28 Insurance 
Quick explainer 1:35 Practices and clinics 
Quick explainer 1:34 Logistics 
Quick explainer 1:33 Manufacturing and industry 
Quick explainer 1:26 Energy and utilities 
Quick explainer 1:31 Property management 
Quick explainer 1:18 Tax and accounting By process 10
0:55 Solutions by process at a glance 
Quick explainer 1:40 Invoice processing 
Quick explainer 1:19 Digital mailroom 
Quick explainer 1:20 Contract management 
Quick explainer 1:23 Audit-proof archiving 
Quick explainer 1:22 Digital personnel file 
Quick explainer 1:10 Customer service 
Quick explainer 1:27 Customer onboarding 
Quick explainer 1:17 Quality inspections 
Quick explainer 1:19 Reporting from documents By problem 10
0:51 Solutions by problem at a glance 
Quick explainer 1:08 Document chaos 
Quick explainer 1:09 Documents nobody can find 
Quick explainer 1:16 Manual data entry 
Quick explainer 1:12 High error rate 
Quick explainer 1:11 Slow processes 
Quick explainer 1:09 Knowledge loss 
Quick explainer 1:16 Growing document volume 
Quick explainer 1:07 Support overload 
Quick explainer 1:25 Compliance risks By risk 11
0:51 Solutions by risk at a glance 
Quick explainer 1:13 Invoice fraud 
Quick explainer 0:56 Payment fraud 
Quick explainer 1:18 Fake documents 
Quick explainer 1:22 Data manipulation 
Quick explainer 1:16 Identity fraud 
Quick explainer 1:08 VAT fraud 
Quick explainer 1:12 Calculation errors 
Quick explainer 1:10 Audit gaps 
Quick explainer 1:14 Compliance violations 
Quick explainer 1:13 Data protection By document type 1
Partners
For resellers, integrators and referral partners.
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