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DownloadGuidesPDF · EN8 pages

Short guide: Scaling

Every new site brings new stacks? Your team reviews instead of typing. Every new site, acquisition and season brings more documents.

This guide is available in 21 languages; on this page you download the English version. Free, no registration.

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What's inside

  1. The problem
  2. The way with PaperOffice
  3. In the app
  4. An example
  5. Checklist
  6. Frequently asked questions
  7. How to start

Who it is for

A new warehouse, an acquired business, the peak season: every wave brings return slips, delivery notes and invoices. If someone opens, retypes and files every document, each extra box means extra hours. Training new people often takes longer than the peak itself.

Key facts

  • Connect the incoming flow
  • Bring over existing archives
  • One workspace per site
  • Reading without a template per sender
  • Routing by your instruction
Format
PDF
pages
8
Language
English
Last updated
10/2026

Questions and answers

Frequently asked questions about this download

What happens during a peak?

Connectors fetch new files on the set interval, from one minute in Import mode. Every file runs through the AI-DMS tier of its workspace, and your team works through the reviews at its own pace.

How does an existing archive get in?

Through the import wizard: a ZIP up to 5 GB, a Storage Mount folder or a mailbox, up to 2,000 files per job. Split larger archives into several jobs, each with its own report.

Does this scale across sites and clients?

Yes, through workspaces. Each one has its own AI-DMS tier, its own group permissions and a workspace type from Standard to Compliance. A new site is one more workspace in the same account.

Do new suppliers need a new template?

An IDP Agent reads fields from the content, and you describe them in plain words. “Start full test run” shows whether it reads consistently, up to 10 times in a row on the same document if you like.

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How would you like to use PaperOffice?

Computer and smartphone are connected: workspace on the computer, capture on the phone.

Where would you like to start?

The full workspace is optimized for the computer. The mobile version is for capturing, reviewing, and approving documents.

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