When a document arrives in Paperbox — whether it's an email, a PDF, or a scanned letter — it needs to be connected to the right dossier. Automatic Linking does this for you, without manual intervention.
How it works
Paperbox reads whatever is available in the document: the subject line and body of an email, and the content of any attachments. For scanned documents or standalone PDFs with no email, Paperbox extracts text directly from the pages. From all of that, it picks out anything that could identify a dossier: names, policy numbers, claim references, license plates, and more. It then searches all of that against your masterdata at once.
The more clues point to the same dossier, the more confident the system becomes. A document that contains both a policy number and a client name matching the same dossier is much stronger evidence than just one of the two.
When there is a clear match
If one dossier clearly stands out above all others, Paperbox links the document automatically with high confidence. No action needed on your end.
When it is ambiguous
Sometimes multiple dossiers look like a possible match. In that case, an AI Judge reviews the document and the candidates, and makes a judgment call based on the full context of the document — much like an experienced colleague would. If it reaches a confident conclusion, the document is linked.
When no match is found
If Paperbox cannot identify a matching dossier — whether because nothing was found or because the AI Judge was not confident enough — the document is flagged for manual handling. You will always be able to see exactly what was searched for and why no match was made.
What you see
Every linking decision comes with a clear explanation: what information was found, which dossier it was matched to, and how confident the system is. This is visible directly in the Paperbox interface.