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.
Welcome to Papyrus — A 5-Minute Tour
This guide walks you through the parts of Papyrus you'll use every day. Five minutes from now, you'll know where everything important lives.
What Papyrus does (in one sentence)
Papyrus turns every document your organisation produces — invoices, contracts, employee files, reports — into searchable, classified, workflow-ready records, automatically.
The four main surfaces
1. The Dashboard
When you sign in, you land on the Dashboard. It shows:
- Total documents in your tenant
- Documents you uploaded recently
- Pending approvals assigned to you
- AI activity (classifications, extractions, embeddings)
- Storage usage
The Dashboard is where you check what needs your attention. Most people open it in the morning, action what they see, and don't come back until tomorrow.
2. The Documents view
Hit Documents in the left navigation. This is the working surface — where files live. You can:
- Browse by folder
- Filter by file type, date, owner, status, tag
- Search across everything you have access to
- Upload, share, edit metadata, start workflows
3. The Workflows panel
The My Approvals view (under Workspaces → Workflows) is where tasks waiting on you live. If your name is on a workflow node, the task appears here.
4. The Resources hub (you're here)
Help, guides, FAQs, customer stories. Bookmark the URL.
The top bar
Three things to remember in the top bar:
- Search in the centre — search across everything you have access to
- The bell icon — your notification feed
- The MenuBook icon — opens this Resources hub in a new tab (you're here)
The Copilot
In the bottom-right of every page is a floating button — that's the Papyrus Copilot. Ask it anything in plain English: “What contracts expire next month?” or “Find the leave policy from 2025”. It uses RAG (retrieval-augmented generation) against your documents.
Your next step
Read Uploading Your First Document — the most common first task.