End-user documentation
Step-by-step tutorials for everyone using Papyrus — uploaders, approvers, searchers, mobile users. (Looking for admin docs? Those live inside the app.)
Getting Started
Welcome to Papyrus — A 5-Minute Tour
The fastest way to understand Papyrus is to follow this 5-minute tour. Sign in, look around, and bookmark the corners you'll use every day.
DocumentationSigning In and Setting Up Your Profile
How to sign in, set up MFA, register a passkey, and configure your profile photo and preferences.
DocumentationUnderstanding Your Workspace and Department
How Papyrus organises your tenant — departments, folders, workspaces — and what determines what you can see.
DocumentationPersonalising Your Dashboard
Customise what appears on your /dashboard view — stat cards, recent documents, pending approvals, AI activity.
Documents
Uploading Your First Document
Four ways to get a document into Papyrus — drag-and-drop, browse, email, and mobile scan.
DocumentationOrganising Documents with Folders and Tags
When to use folders, when to use tags, and how to set up smart folders that populate themselves.
DocumentationVersioning and Document History
How versions work, when to use major vs minor, and how to restore an earlier version.
DocumentationSharing Documents Externally with Expiring Links
Send documents to people outside your tenant — securely, time-bounded, with view limits and watermarks.
DocumentationBulk Uploads via Drag-and-Drop
Drag a folder, drop it on Papyrus, walk away. How to handle hundreds of documents at once.
DocumentationSharing Documents Internally
Grant Papyrus users — colleagues, departments, roles — access to documents you own.
DocumentationDownloading and Exporting
Download a single document, export many at once, or generate a hyperlinked bundle PDF.
Workflows
Submitting a Document for Approval
Start a workflow from any document. Track its progress, see who's approved, and chase if needed.
DocumentationReviewing and Approving Tasks Assigned to You
Find your queue, review the document, approve / reject / delegate — in one screen.
DocumentationRe-Assigning a Task When You're Out of Office
Set up an OOO delegate, manually delegate a specific task, or recall a delegated task.
DocumentationUnderstanding SLA Indicators
What the green / amber / red SLA badges mean and what happens when they breach.
Collaboration
Commenting and @Mentioning Colleagues
Comments live with the document, not in email. Mentions notify colleagues directly. Here's how.
DocumentationWorking in Project Workspaces
Create a cross-department workspace, invite members, manage documents and activity in one focused space.
DocumentationRequesting an eSignature
Send a document to one or more signers, place signature fields, choose signing order, track until complete.
DocumentationSigning a Document Sent to You
How to sign a document when you receive a Papyrus signature request — internally or as an external recipient.
Mobile & Desktop
Using the Desktop Upload Agent
The Papyrus Agent watches a folder on your Windows PC and auto-uploads every document. Install once, forget forever.
DocumentationInstalling the Papyrus Mobile App
Get Papyrus on your Android or iOS phone in under two minutes. Scan documents, approve workflows, and work offline.
DocumentationScanning Documents With Your Phone
Turn your phone into a document scanner — auto-deskew, multi-page capture, server-side OCR, GPS-stamped provenance.
DocumentationWorking Offline and Syncing Later
How the mobile app handles offline scenarios — cached documents, queued actions, sync on reconnect.
AI & Search
Asking the Copilot Questions About Your Documents
The Copilot answers natural-language questions using your tenant's documents — with citations and respect for your permissions.
DocumentationUsing Semantic Search Effectively
Find documents by meaning, not just keywords. Tips for writing queries that find what you need.
DocumentationReviewing AI Classifications and Corrections
When the AI's classification looks wrong, here's how to correct it — and what your correction does for future accuracy.