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Get started with PaperOffice

We have a variety of videos and additional tutorials on our official YouTube channel and in our helpdesk.

This quick start page will help you install and configure PaperOffice and teach you the basic features to get up and running quickly.

Makes your life easier

PaperOffice centralizes all your information into your new digital office. Guaranteed highly secure without cloud, lightning fast with its own search engine, intelligent with built-in AI processing and easily integrated into any environment.

All in one software

With over 740 built-in functions, API and OnlineServices, PaperOffice will solve any task you require, integrate seamlessly into your working environment and always be at your side. No one offers you so much without any add-on modules in one software.

A true time saver

Never search again, never wait again, never depend on others again. With PaperOffice you save an incredible amount of time and money, work completely location-independent if you wish and concentrate on the really important things.

Inform



What is PaperOffice

Explains what PaperOffice is as well as how it works and why it is used.

Must see



Program interface

Explains the program interface and basic operation

Must see

Program installation



Standard installation

Shows the installation on one PC. In a network PaperOffice is installed on each PC.



Terminal server

Shows the installation on a Windows Server 2019 for use in terminal mode.

Database setup



Express (Local database)

Recommended for single-user installations without NAS and without an external database server.

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QNAP NAS

PaperOffice works with the integrated MySQL (from V5.6) / MariaDB (from V5.5) server together.

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Synology NAS / MariaDB 5

PaperOffice works with the integrated MySQL (from V5.6) / MariaDB (from V5.5) server together.

Maria DB

External MySQL / MariaDB server

Connect PaperOffice to your own database server or Amazon WebServices AWS

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Synology NAS / MariaDB 10

The setup and connection of MariaDB 10 is very simple, does not require any complicated configurations and is described in detail.

Database backup (data backup) and data recovery

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Database backup on Synology NAS / Data backup Hyper Backup

Create data backup using Hyper Backup on your Synology NAS

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Import Synology NAS data backup

Embed the PaperOffice backup of your Synology NAS

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Database migration MariaDB 5 to MariaDB 10 for Synology NAS / Upgrade DSM 7

Describes the database migration to the MariaDB 10 required for the DSM 7

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Data backup of the QNAP NAS database / Backup facility

Carrying out the data backup of the PaperOffice database, which is located on the QNAP NAS

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Importing the QNAP NAS data backup

Importing a previously created data backup

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QNAP NAS database migration / HyperBackup

Migration of an existing database to a new QNAP NAS device

Capture of documents with PaperOffice



Automatic scanner / copier monitoring

Steps to Easily Add Windows Folder to Automatically Monitor and Add Documents (Scan2Folder)



Scanner / Fast scanning

With the integrated scanner ScanConnect you can scan your paper documents, store them in an audit-proof manner and carry out text recognition.



Digitize stacks of documents with separator pages

Scan several documents at once with separator pages and save individual documents in PaperOffice.

Automatic AI document recognition and filing



Storage process with PIA

Highly efficient document filing thanks to AI-based PIA AutoFill and PIA AutoContact



Automation with document templates

Learn in document templates and automatically trigger storage masks



Creating variables and using them in storage masks

Read out document data as a variable from the document and store it fully automatically

Search / Filter, Edit and Version



Live keyword search and filters

Find everything quickly with the help of the search and filter functions integrated in PaperOffice.



GOBD and audit-proof versioning

Shows how the versioning of your documents works

Microsoft Office Connection, Contacts and Calendar



CRM contact management

Manage contacts, link them to existing documents and save your own email passwords.

Workflow management and task assignment



Working efficiently with workflows part 1

Realize multi-level checking and approval processes with PaperOffice Control, such as for an invoice approval and request for digital approval.



Working efficiently with workflows part 2

Realize multi-level checking and approval processes with PaperOffice Control, such as for an invoice approval and request for digital approval.



Tasks and completion

Assign tasks to documents, add tasks to existing notes or the entire document, or create, comment on and delete general tasks.



Digital notes, comments, symbols, stamps

Put notes on certain document areas or on the entire document and create general notes (not document-related).

Security and encryption technology



Document entry and transfer to tax advisors

Document entry and transfer to tax advisors



Local database backup

Perform automatic backups of a local database and restore them at any time

Export and send documents



Send documents securely with ShareHub

Send documents securely with ShareHub in PaperOffice via Outlook. Provide attachments with a password



Export functions in PaperOffice

Various export functions (including mass export) are explained

Upload forms and online capture (OnlineServices)



DropPage - upload forms and online entry

Direct document upload live to PaperOffice DMS. Document networking from anywhere



DropMail - Automatically archive documents via email from anywhere

Simply send the document to be saved to your personal DropMail email address to archive it

API integration and interfaces



Automated document transfer via API / JSON XML

Integration of PaperOffice and filing of documents via script is completely automated in PaperOffice thanks to the use of the JSON file



PaperOffice DMS remote control through CommandLine / API access via CMD / Use of JSON file

Access PaperOffice via script and perform keyword searches, open documents or folders and carry out other actions



Automatic file storage via PaperOffice API and XML control commands

Automated document filing via print command to PaperOffice thanks to the virtual XML printer and the printer driver API

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* Use of PaperOffice®, PaperOffice® API, PaperOffice® Online API or PaperOffice® components in third-party software

PaperOffice is a professional product / solution / ecosystem, which is primarily aimed at commercial users with more than 3 to 80 workstations.
PaperOffice can also be used privately and with fewer workstations without any problems if it corresponds to your price-performance ratio. To use PaperOffice on more than 80 workstations, PaperOffice CUSTOM should be used. We recommend, especially for professional use, to keep PaperOffice PLUS active at all times, which is associated with additional costs. Due to external influences, such as Windows updates, updates of other installed software, which system components change, etc., without an active PaperOffice PLUS, no guarantee is given for perfect function. Each PaperOffice license includes PaperOffice PLUS for 6 months, this is not automatically extended by PaperOffice and can, optionally, be booked after it has expired. All licenses purchased in the PaperOffice online shop have a 30-day right of withdrawal, i.e. you can withdraw from the purchase at any time as long as no payment has been made and the license has thus been activated and no services have yet been used. Time quotas for advice, presentation and support without active PaperOffice PLUS are limited in time and are decided by the PaperOffice team individually and based on experience.
PaperOffice delivers online license orders risk-free without prepayment on open account and does not charge VAT.
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PaperOffice®, PaperOffice Paperless Office®, PaperOffice Digital Office® and the PaperOffice logo are registered trademarks of PaperOffice Limited Europe in Europe and/or other countries