Skip to content
Overview Overview News News
Share
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.

6 learning paths 170 films and guides 347 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.

View the learning path
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 12:25 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.

View the learning path
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 Phone Agent 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.

View the learning path
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 (3)
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
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.

View the learning path
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 1:48 MCP server One address. More than three hundred MCP tools, in the assistant you already use.

Step-by-step guides

Playbook 5 min Connect Claude to PaperOffice (MCP) Playbook 6 min Connect ChatGPT to PaperOffice (MCP) Playbook 5 min Connect Cursor to PaperOffice (MCP)
More videos (1)
Full setup guide 2:51 Full setup: connect Claude to your real documents (MCP)
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.

View the learning path
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

Playbook 12 min Set up a Redact Agent for GDPR redaction
More videos (1)
Full setup guide 2:27 Full setup: redact sensitive data automatically (GDPR)

E-Signature & Proof

Get documents signed electronically (SES under eIDAS) — sending, SMS verification, audit trail, and certificate, step by step.

View the learning path
Quick explainer 1:01 PaperOffice Sign Over MCP, an agent can send the request, but it never signs. Requests also go out from the app or through the API. Quick explainer 1:16 Audit-safe email delivery Sent, protected, proven. From the app, through the API, or as an MCP tool.

Step-by-step guides

Playbook 8 min Send your first document for signature Playbook 6 min Track signature status and verify signatures

Quick explainers

Every feature in one or two minutes, played right here.

Overview 6
0:53 The platform at a glance Quick explainer 0:40 Agents at a glance Quick explainer 0:51 Knowledge at a glance Quick explainer 0:56 Analytics at a glance Quick explainer 1:00 Security and data at a glance Quick explainer 0:51 For developers at a glance
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 Phone Agent 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
1:11 Redact Agent Quick explainer 1:01 PaperOffice Sign Quick explainer 1:16 Audit-safe email delivery
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 12:25 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 1:48 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
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
API for developers 5
1:38 API & MCP at a glance Quick explainer 1:06 Authentication and keys Quick explainer 1:10 Cookbook Quick explainer 1:12 Publishable keys Quick explainer 1:06 Webhooks & events

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
0:50 Solutions by document type at a glance

Partners

For resellers, integrators and referral partners.

Partner program 5
0:48 Partners at a glance Quick explainer 2:41 The partner program: one program, three ways Quick explainer 3:47 Resellers: PaperOffice AI on your own invoice Quick explainer 5:39 Integrators: build on PaperOffice AI Quick explainer 2:22 Referral partners

PaperOffice AI · Problem Solver

Tell us what costs you time every day.

Just describe it. No technical terms needed.

Or start with an example

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.

Register free app.paperoffice.ai

Start on the computer

A personal access link will be sent to the email address provided.

Open PaperOffice Mobile

Capture and work with documents directly on the smartphone.

Open mobile version
Register free Open app PaperOffice App The full product: web, desktop, and mobile. Capture, organize, search, and work on documents with your team. Free account required
Works in Claude · Verified by Anthropic Claude & AI assistants Search and analyze documents in Claude — try it without an account. Also in ChatGPT, Grok and Le Chat. Use in Claude
Open playground Playground Try selected functions immediately — without registration, using a restricted demo API key. A restricted demo API key
API key required API Full API on every plan, billed in credits. The key is created in the app after phone verification; llms.txt describes the API. Free account required