Everyday Work
Everyone works the same way, and nobody decides where a document goes:
- Upload the document into your own Inbox.
- Open it and choose its category.
- Fill in the metadata.
- Confirm the move to the Rosewood Bakery cabinet. Tick Remember my decision to skip this question next time.
- Click Archive.
The category decides the rest: Papermerge moves the document into the cabinet, into the right folder, and calculates how long it must be kept.
Try It with the Sample Documents
Section titled “Try It with the Sample Documents”| Who | Uploads | Category |
|---|---|---|
| Ella | supplier-invoice-green-valley-dairy-2026-03-05.pdf, the delivery that just arrived | Supplier Invoice |
| Ella | hygiene-record-temperature-log-2026-03-08.pdf, this week’s temperature log | Hygiene Record |
| Martin | customer-invoice-riverside-cafe-2026-03-07.pdf, last week’s café invoice | Customer Invoice |
| Clara | hygiene-record-inspection-2026-02-12.pdf, the inspector’s report | Hygiene Record |
For the Green Valley Dairy invoice, Ella fills in:
- Supplier: Green Valley Dairy
- Invoice Date: 5 March 2026
- Total Amount: 488,78 EUR
Then upload and file the remaining documents the same way.
Next: Invoices for the Tax Advisor.