Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
Share via email
An external share by email: the recipient accepts with their own PaperOffice account, sees exactly this Workspace and can, if allowed, send documents back.
What you will learn
- Invite a recipient by email with access level and expiration
- Accept the invitation and send documents back through the shared Workspace
Hide transcript Show transcript Transcript
Chapter 2: Share via email
You set up the sharing directly in the Workspace: Edit, then the Sharing tab, then New external share. We select email as the channel. Then the accountant’s email address. With this check box, only a PaperOffice account with exactly this address can accept the invitation; forwarding the link alone is not sufficient. At document access, you define what the recipient is allowed to do: view and download only, or additionally upload documents. Since our accountant needs to be able to return documents to us, we allow uploading. And you decide how long the share remains valid: without an expiration date, for 7, 30, or 90 days, or for one year. For the annual closing, 30 days are sufficient for us. Save and done. The share is now listed as pending until the accountant accepts the invitation.
Chapter 3: The recipient accepts
The accountant receives an email: invited to the Workspace Accountant 2026, with the button Accept invitation. If they are logged in to their own PaperOffice account, this single click is all it takes to grant access. So, they need their own account, but no PIN for sharing. From now on, the shared Workspace will appear in their account, clearly marked. They can view the documents along with all extracted data and download them, within the scope of the permissions you have granted. Since we have allowed uploading, our accountant can also send something back to us, for example an invoice that was sent directly to him. He drags it into the shared Workspace, and that’s it. And what about us? The invoice is now in our Workspace Accountant 2026, processed just like any other document. No one needs to send anything back and forth via email.
