Paperbox

Paperbox processes thousands of emails and documents every day. For each document, the system makes two important decisions: what type of document is this? (classification) and which case or policy…

How Paperbox classifies and links — and how to understand those choices

How Paperbox finds the right dossier for incoming documents

Automatic linking (BETA)

A quick tutorial to help you find out why you are unable to link a document and compare the data.

Why can't I find my file or policy in Paperbox to link it?

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How Paperbox classifies and links, and how to understand those choices

How Paperbox works

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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