Paperlez

Open Paperlez and start by dropping your files into a single workspace. Create folders for teams or projects, then set naming rules and tags so everything lands in the right place. Pull in existing content from email or cloud drives, or import in bulk with a few clicks. Turn on OCR to make scans searchable. On the go, capture paperwork with the Android or iOS app—auto-crop, tag, and file from your phone so field notes, receipts, and signed forms sync to the right folder without waiting to get back to a desk.

Next, map the way your team actually works. Build a simple flow for each process: who prepares, who reviews, who approves, and what happens when deadlines slip. Add due dates, reminders, and escalation rules. Gate sensitive steps with role-based permissions so finance sees invoices, HR sees onboarding files, and contractors only see what they need. Use comments and @mentions to keep discussions on the document instead of in email. Version history tracks every change, and an activity log shows who did what, when—perfect for audits and handoffs.

Finding and sharing is just as direct. Use fast search across titles, text, and metadata; filter by tag, owner, status, or date range; and save frequent queries as smart views you can reuse every day. When you need external input, share a secure link with an expiration date and optional password, or send a review task with limited rights. Watermark drafts, lock final versions, and export to PDF or ZIP when you need an offline package. Mobile notifications keep approvers moving, and you can review, annotate, and sign from your phone when you’re away from the office.

Keep daily work predictable with templates and checklists. Spin up a prebuilt folder and task set for a new client, project, or hire in seconds. Apply retention rules so records archive on schedule and restore only when needed. Use dashboards to watch cycle times, overdue steps, and workload by user, then fix bottlenecks by adjusting owners or splitting tasks. Small and mid-size teams can roll out in a week: invite users, assign roles, import sample documents, pilot one process, refine, then scale. A consistent tag set, a 30-minute onboarding session, and the mobile app for quick approvals will keep your whole team aligned from day one.