Getting started2 min read
Dashboard and getting started
Use your dashboard to find documents and see what needs attention next.
Read guideGuides
Short, step-by-step help for everything in PaperPilot, from your first upload to your next deadline.
Find a guide
22 guides
Capture documents2 min read
Upload a document
Add a supported PDF or image to your PaperPilot document library.
Read guideCapture documents2 min read
Import Gmail and Outlook attachments
Connect Gmail or Outlook, find recent supported email attachments, and import documents straight to your PaperPilot library without downloading them first.
Read guideCapture documents2 min read
Upload several files, a folder, or a ZIP
Add a group of supported documents to PaperPilot in one go.
Read guideUnderstand documents2 min read
Understand document processing
See what PaperPilot may add to a document after you upload it.
Read guideUnderstand documents2 min read
Review and correct document details
Check the details on a document and save any corrections.
Read guideOrganize documents2 min read
Use document categories
Filter by category or change a document’s suggested category.
Read guideOrganize documents2 min read
Search and filter your documents
Find records by name or vendor, then narrow the list with filters.
Read guideOrganize documents2 min read
Organize documents with folders and tags
File records into folders and add tags to make them easier to find.
Read guideOrganize documents2 min read
Save and reuse document filters
Save a useful search and filter combination so you can apply it again.
Read guideManage documents2 min read
Handle duplicate files and document versions
Choose what to do when an upload matches an existing document.
Read guideManage documents2 min read
Track review and payment status
Use document statuses to see what needs checking or follow-up.
Read guideReview paperwork2 min read
Review contracts and risk signals
Use contract summaries and extracted terms to decide what to read more closely.
Read guidePlan and follow up2 min read
Track and manage deadlines
Review upcoming dates, add deadlines, and mark finished items complete.
Read guidePlan and follow up2 min read
Add PaperPilot deadlines to a calendar
Prepare one deadline for Google Calendar, export open deadlines to a calendar file, or keep Google Calendar in sync.
Read guidePlan and follow up2 min read
Review reminders and upcoming work
See upcoming deadlines, renewals, and dated actions in Paperwork tools.
Read guidePlan and follow up2 min read
Create action items and checklists
Turn paperwork follow-ups into tasks you can track and reuse.
Read guideUnderstand finances2 min read
Use the spending overview
Review amounts found in your uploaded invoices, receipts, and bills.
Read guideUnderstand finances2 min read
Build an expense claim from receipts
Group receipts or invoices into a claim and track its status in PaperPilot.
Read guideReview and report2 min read
Create reports and export records
Review document, deadline, and contract-risk reports and download a CSV or PDF.
Read guideAccount and settings2 min read
Manage your profile, currency, and appearance
Update your display name, preferred currency, and theme in Settings.
Read guideAccount and settings2 min read
Understand plans and processing credits
Check your plan and available credits in Settings if an action is unavailable.
Read guideNeed a place to start?
Begin with the dashboard guide, then upload a supported PDF or image and review the extracted details against the original document.
Read the getting-started guide