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AI-OCR delivers the text, and from Premium the engine also reads the page image with logos and stamps. From that it determines type, language and direction, and from Premium the sender.
Document Types · AI-DMS module
Classification detects type, language and direction, from Premium also the sender, and suggests storage paths.
Without training or templates. Own document types with retention period, legal basis and a default IDP agent.
Trusted by leading companies worldwide
How it works
Classification is part of every processing from Basic. You describe your types in words, detection runs from the first document.
AI-OCR delivers the text, and from Premium the engine also reads the page image with logos and stamps. From that it determines type, language and direction, and from Premium the sender.
The type comes from the predefined catalog or from your own types, which you describe in a few sentences. No training, no sample documents. Every document gets exactly one type. If none fits well enough, it stays under Other.
Five storage path suggestions, retention period and legal basis per type, and an optional default IDP agent. As a filter in a workflow agent's start event, the type starts an invoice approval, for example. Correctable as long as no retention lock applies.
Capabilities
Type, language, direction, sender and the rules per type.
Invoice, contract, delivery note, quote, letter and many more from the catalog, plus your own.
Five storage path suggestions per document, usable as a filter in the folder view.
From Premium, detected from letterhead and logo and matched against the publisher registry.
Incoming or outgoing, derived from sender and recipient.
Document language and region detected, for search, agents and reports.
As a filter in the start event, the type starts workflow agents, for example an approval. Each type can also start a default IDP agent.
Retention period and legal basis per type. When you seal a document as revision-secure, this period applies to the WORM lock.
Described in natural language, active immediately, without training.
Comparison
The difference is what you have to do before the first document lands in the right place.
| Comparison | Manual filing | Trained classifier | PaperOffice classification |
|---|---|---|---|
| Setup | Folder structure and discipline | Collect examples, train | Describe the type in words |
| New type | New folder | New training | Active immediately |
| Sender | By hand | Text patterns | Logo and registry |
| Direction and language | Not captured | Extra models | In the same pass |
| Follow-up action | Manual | Integration needed | Workflow, retention, IDP agent |
curl -X POST \ "https://api.paperoffice.ai/latest/documents/document-analysis" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" \ -F "file_1=@./scan_0442.pdf" \ -F "model=premium" curl -X GET \ "https://api.paperoffice.ai/latest/documents/document-types-list" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" curl -X POST \ "https://api.paperoffice.ai/latest/documents/document-types-create" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" \ -F "name=Wartungsprotokoll" \ -F "source_locale=de-DE" \ -F "retention_years=10" \ -F "retention_mode=compliance" For developers
Analyze a document, read the type catalog and create your own types with retention rules.
Type, direction, language, sender and base fields per document, depth selectable.
Read system and own types; create, change and delete own types with retention.
Analysis and types as tools in Claude, ChatGPT and Cursor.
Security and compliance
Classification and sender detection run in our own EU data center. Every decision carries confidence and time and can be traced and corrected.
Frequently asked questions
No. The catalog recognizes common types immediately. For your own type you enter a name and a short instruction for the AI in English, for example: maintenance report from a technician with date, asset and signature. It is detected from the next document on.
From Basic: language and country, direction, summary, keywords, dates, amounts and five storage path suggestions. Premium adds sender, recipient and further fields, Ultra a recommended retention period.
No. Every document gets exactly one type, the best match. If none fits well enough, it stays under Other.
You change the type in the document's properties or via API, as long as neither a retention lock nor a legal hold applies. If you later seal the document as revision-secure, the new type's retention period and legal basis apply.
So invoices, contracts and HR documents are kept by their rules. When you seal a document as revision-secure, the WORM lock takes the retention period and legal basis of its type. Until the period ends, the document can then be neither deleted nor moved.
Classification runs from Basic in every workspace. Archive only stores, there you can set types manually.
Yes. Document analysis, type catalog and own types with retention are available via the REST API and in the MCP server.
Case Studies
Discover how businesses transformed their processes with PaperOffice AI.
Measurable customer success
"Enterprise document management for all our mining operations. World class."
"FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours."
"Technical documentation and order processing now run fully automatically."
"Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
"Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
"8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
"Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
"Construction project documentation and compliance are now digital and traceable."
"Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
"Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
"GMP-relevant documentation for pharmaceutical functional labels now runs automatically. Audit trails are seamless and instantly accessible."
"Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
"Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
"Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
"Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
"Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
"Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
"Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
"Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
"Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
"Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
"Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
"Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen."
"Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless."
"Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
"Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
"KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential."
"Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
"Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
"SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
"Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
"Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
"Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
"CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
"Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
"Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
"Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
"Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 evidence has never been this easy to produce."
"Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
"Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
"Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
"Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
"Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
"Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
"Prescriptions and medication management now run fully automatically. More time for our patients."
"Centuries-old documents are now digitally searchable. A milestone for our historical archives."
"Our caregivers finally have more time for residents instead of paperwork."
"500,000+ records digitized. Our deputies now find all information instantly."
"Patient records management is now a breeze. Everything automatically captured and archived."
"Inheritance and estate documentation is now efficient and error-free."
"Digital property management for all our residential complexes. Tenants and owners are thrilled."
"With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
"PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
"The documentation of our care services is now digital and automated. More time for our patients."
"Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
"Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
"Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
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