Pick a category, Papermerge files it
Automatic document filing by fixed rules instead of hunting for the right folder
Where does this invoice go? With a plain file share, everyone on the team asks that question for every document, and everyone answers it a little differently. A few months later the same kind of receipt sits in five different folders.
With Papermerge you decide once, as an admin, per category. After that, automatic document filing is Papermerge’s job.
How it works
- Upload or email it in. New documents land in the inbox.
- Choose the category, for example Incoming invoice, and fill in the metadata, such as supplier, invoice date and amount.
- Papermerge files it. The category’s filing rule decides the cabinet and folder, for example
Invoices/{{year}}, and can rename the document.
Nobody needs to know where a document belongs. New team members file exactly like everyone else from day one.
Rules that grow with you
When you change a category’s rule, Papermerge re-files every document of that category to match. Every move is recorded in the audit log. And because the category also sets the metadata fields and the retention period, one choice is all it takes to file a document completely.
Why metadata often works better than deep folder trees: Metadata over folders.
Key Benefits
- One decision per document: its category
- A filing rule per category: target folder and, optionally, a new document name
- Placeholders such as {{category}}, {{year}} or {{month}} for folders by year and month
- Missing folders are created automatically
- Change a rule and documents already filed are moved to match
- Every category belongs to a cabinet, such as Accounting or HR