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.
Agents & Automation
Create IDP agents, verify extractions, PDF split, handwriting, trust agent, and workflows — processing without manual work.
Video tutorials
All video tutorials in this track
1:25 01
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.
1:14 02
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.
1:58 03
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.
2:24 04
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.
5:19 05
Feature tour: agents overview
The agents overview — which agent kinds exist and how teams run them day to day.
1:03 06
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.
1:16 07
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.
3:02 08
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.
2:00 09
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.
6:49 10
Feature tour: human-in-the-loop
Human-in-the-loop in PaperOffice — review uncertain AI results and release with control.
6:52 11
Feature tour: workflow agents
Workflow agents for repeatable processes — from overview to day-to-day control.
More quick explainers for this learning path (14)
0:40 Agents at a glance 
0:51 Knowledge at a glance 
1:34 Workflow Agents 
1:04 Human-in-the-loop Agents 
1:15 Audit Center 
0:42 Agent executions 
1:10 Creator Agent 
1:05 Chat Agent 
1:09 Access documents by phone 
1:28 Knowledge Base 
0:51 Knowledge gaps 
0:52 Website sources 
1:23 HelpDesk AI 
1:03 Ticket system 
