Local Document Archive with Docker

Deploy Paperless-ngx locally to OCR, tag, and search your documents.

Introduction

30 Second Summary

Important documents pile up fast. Tax forms, medical records, receipts, and invoices end up scattered across folders, drawers, and email threads with no easy way to find what you need.

In this project, you will deploy a private document archive on your own computer that automatically reads the text inside your PDFs and images, making every document instantly searchable.

What You'll Build

You will set up Paperless-ngx, an open-source document management system that uses OCR to extract text from your documents, running locally in Docker containers on your Windows machine.

By the end of this project, you'll have:

  • A running Paperless-ngx instance deployed via Docker Compose, accessible at http://localhost:8000.
  • A configured document archive with tags, document types, and correspondents for organizing your files.
  • Uploaded and OCR-processed documents that are searchable by their full-text content.
  • Secret Mission: Set up automated workflows that auto-tag incoming documents based on matching rules.

Are there any prerequisites?

You need a Windows machine with at least 16GB of RAM. No prior experience with Docker or Linux is required. This project walks you through installing everything from scratch, including WSL2 and Docker Desktop.

Install WSL2 and Docker Desktop

Paperless-ngx runs inside a Docker container. Containers package an application with everything it needs to run, so you get a consistent setup regardless of what else is on your machine.

On Windows, Docker Desktop needs the Windows Subsystem for Linux (WSL2) to run containers. In this step, you will install both WSL2 and Docker Desktop so your machine is ready to deploy Paperless-ngx.

In this step, get ready to:
  • Install WSL2 on your Windows machine.
  • Install Docker Desktop with the WSL2 backend.
  • Verify both tools are working correctly.
Install WSL2

WSL2 lets you run a full Linux environment inside Windows. Docker Desktop uses this Linux layer to run containers natively.

  • Press the Windows key to open your search bar.
  • Type PowerShell.
  • Right-click Windows PowerShell in the results and select Run as administrator.
  • If a User Account Control prompt appears, click Yes to allow it.
  • Install WSL2 and Ubuntu by running this command:
wsl --install

What does this command do?

The wsl --install command does four things in one step:

  • Enables the WSL and Virtual Machine Platform components on Windows.
  • Downloads and installs the latest Linux kernel.
  • Sets WSL 2 as the default version.
  • Downloads and installs the Ubuntu Linux distribution.
  • Once the command finishes, restart your computer when prompted.

What happens after the restart?

After your machine restarts, an Ubuntu window may open automatically and ask you to create a Linux username and password. You can set these to anything you like. Docker Desktop uses WSL2 as a backend automatically, so you will not need to interact with Ubuntu directly for this project.

When entering your password, nothing will appear on screen. This is normal Linux behaviour called blind typing.

Install command not working?

  • Make sure you opened PowerShell as Administrator. Right-click the PowerShell icon and select Run as administrator.
  • If you see WSL help text instead of an installation starting, try running wsl --install -d Ubuntu instead.
  • Your Windows version must be Windows 10 version 2004 (Build 19041) or later, or Windows 11.

Still stuck? Help me troubleshoot the wsl --install command on my Windows machine.

Verify WSL2 and install Docker Desktop

Now that your machine has restarted, confirm WSL2 installed correctly before moving on to Docker Desktop.

  • Press the Windows key to open your search bar.
  • Type PowerShell and press Enter to open it.
  • Verify WSL2 is installed by running this command:
wsl -l -v
  • You should see Ubuntu listed with VERSION set to 2.

Don't see Ubuntu with VERSION 2?

  • If you see no output at all, the install may not have completed. Try running wsl --install again in an Administrator PowerShell and restarting.
  • If Ubuntu shows VERSION 1, upgrade it by running wsl --set-version Ubuntu 2 in PowerShell.

Need more help? Help me fix my WSL2 installation so Ubuntu shows VERSION 2.

With WSL2 confirmed, it is time to install Docker Desktop.

  • Open your browser and go to the Docker Desktop download page:

https://docs.docker.com/desktop/setup/install/windows-install/

  • Click the download button to download Docker Desktop Installer.exe.
  • Double-click Docker Desktop Installer.exe to run the installer.
  • When asked about the installation mode, select the per-user installation (recommended).
  • On the Configuration page, ensure Use WSL 2 instead of Hyper-V is selected.
  • Follow the wizard prompts to complete the installation, then click Close.

Why WSL 2 instead of Hyper-V?

Docker Desktop offers two backends on Windows. The WSL 2 backend is lighter and integrates directly with the Linux layer you just installed. It is the recommended option for most users and the only option available in per-user installation mode.

  • Docker Desktop does not start automatically after installation. Press the Windows key, type Docker Desktop, and press Enter to launch it.
  • If Docker Desktop shows a service agreement, accept it to continue.
  • Wait for Docker Desktop to finish starting. Look for a green whale icon in your system tray (bottom-right of your screen) indicating it is running.

Docker Desktop not starting?

  • If you see a message about virtualization, open your BIOS/UEFI settings and enable Virtualization Technology (often labelled VT-x or AMD-V). Then restart and try again.
  • If you see a WSL-related error, confirm WSL2 is working by running wsl -l -v in PowerShell first.

Still having trouble? Help me get Docker Desktop running on Windows with WSL2.

Verify Docker is working

Docker Desktop is running, but let's confirm that the command-line tools are available in PowerShell.

  • In the same PowerShell window (or open a new one), verify Docker by running these commands:
docker --version
docker compose version
  • Both commands should return version numbers without errors.

What should I see?

The docker --version command prints the Docker Engine version installed with Docker Desktop. The docker compose version command prints the Docker Compose plugin version. Both confirm that Docker is installed and reachable from your terminal.

Command not found?

  • Make sure Docker Desktop is running (green whale icon in your system tray). The CLI tools only work while Docker Desktop is active.
  • Try closing and reopening PowerShell. The PATH may not have updated in existing windows.
  • If you still get errors, restart Docker Desktop from the system tray icon.

Need help? The docker command is not working in my PowerShell after installing Docker Desktop.

Your environment is ready. Next up, you will deploy Paperless-ngx using Docker Compose and access your document archive for the first time.

Deploy Paperless-ngx with Docker Compose

With Docker Desktop running, you now have everything needed to deploy your document management system.

In this step, you will write a Docker Compose configuration file that defines how Paperless-ngx runs, start the container, and create your admin account.

In this step, get ready to:
  • Create a project folder with the required directory structure.
  • Write Docker Compose configuration files for Paperless-ngx.
  • Start the container and create your admin account.
Create the project folder and subfolders

Paperless-ngx needs three directories to store different types of data. The consume folder is where you drop new documents for processing. The data folder holds the database and search index. The media folder stores the processed documents and thumbnails.

  • Open PowerShell by pressing the Windows key, typing PowerShell, and pressing Enter.
  • Create the project folder and subfolders by running these commands:
mkdir C:\paperless-ngx\consume
mkdir C:\paperless-ngx\data
mkdir C:\paperless-ngx\media

What do these commands do?

The mkdir command creates directories. PowerShell automatically creates parent directories too, so the first command creates both C:\paperless-ngx and consume inside it.

  • Confirm the folders exist by running:
ls C:\paperless-ngx

You should see consume, data, and media listed as directories.

Not seeing all three folders?

Make sure you ran each mkdir command on a separate line. If any failed, re-run the specific command that errored.

help me troubleshoot why my mkdir commands failed in PowerShell

Create the Docker Compose configuration files

Docker Compose uses a YAML file to define which containers to run and how to configure them. You also need an environment file that holds Paperless-ngx settings like your timezone and OCR language.

  • Navigate to your project folder by running:
cd C:\paperless-ngx
  • Create the docker-compose.yml file by running this command:
New-Item docker-compose.yml
  • Open the file in Notepad by running:
notepad docker-compose.yml
  • Paste the following configuration into the Notepad window:
services:
  webserver:
    image: ghcr.io/paperless-ngx/paperless-ngx:2.17
    restart: unless-stopped
    ports:
      - "8000:8000"
    volumes:
      - ./data:/usr/src/paperless/data
      - ./media:/usr/src/paperless/media
      - ./consume:/usr/src/paperless/consume
    env_file: docker-compose.env
    environment:
      PAPERLESS_REDIS:
      PAPERLESS_DBHOST:

What does this configuration do?

This defines a single service called webserver that runs the Paperless-ngx container image. The ports section maps port 8000 inside the container to port 8000 on your machine, so you can access the dashboard in your browser.

The volumes section connects your local data, media, and consume folders to the matching directories inside the container. This means your documents persist even if the container restarts.

Setting PAPERLESS_REDIS: and PAPERLESS_DBHOST: as empty tells Paperless-ngx to handle Redis internally and use SQLite as the database. This is the simplest setup for personal, single-user use.

  • Save the file in Notepad by pressing Ctrl+S, then close Notepad.
  • Now create the environment file by running:
New-Item docker-compose.env
  • Open the environment file in Notepad by running:
notepad docker-compose.env
  • Paste the following configuration into the Notepad window:
PAPERLESS_TIME_ZONE=America/New_York
PAPERLESS_OCR_LANGUAGE=eng
PAPERLESS_SECRET_KEY=change-me-to-a-long-random-string
PAPERLESS_URL=http://localhost:8000

What do these environment variables control?

  • PAPERLESS_TIME_ZONE sets timestamps on your documents to your local timezone.
  • PAPERLESS_OCR_LANGUAGE tells the OCR engine to expect English text in your documents.
  • PAPERLESS_SECRET_KEY is used for authentication. In production you would use a long random string, but this default works for local-only use.
  • PAPERLESS_URL tells Paperless-ngx the address it is accessible at.
  • Save the file by pressing Ctrl+S, then close Notepad.

Seeing encoding issues when you save?

Make sure you select All Files in the Save dialog's file type dropdown if Notepad tries to add a .txt extension. The file must be saved as exactly docker-compose.env with no extra extension.

help me fix file encoding or extension issues when saving docker-compose.env in Notepad

✔️ Awesome, I've got everything!

Great. Make sure both files are saved in C:\paperless-ngx.

ⓧ I'd like to double check the full code

Here is the complete docker-compose.yml:

services:
  webserver:
    image: ghcr.io/paperless-ngx/paperless-ngx:2.17
    restart: unless-stopped
    ports:
      - "8000:8000"
    volumes:
      - ./data:/usr/src/paperless/data
      - ./media:/usr/src/paperless/media
      - ./consume:/usr/src/paperless/consume
    env_file: docker-compose.env
    environment:
      PAPERLESS_REDIS:
      PAPERLESS_DBHOST:

And here is the complete docker-compose.env:

PAPERLESS_TIME_ZONE=America/New_York
PAPERLESS_OCR_LANGUAGE=eng
PAPERLESS_SECRET_KEY=change-me-to-a-long-random-string
PAPERLESS_URL=http://localhost:8000
Pull the image and start the containers

Now that your configuration files are ready, you can download the Paperless-ngx image and start the system.

  • Make sure you are in the project folder. If not, navigate there by running:
cd C:\paperless-ngx
  • Download the Paperless-ngx Docker image by running:
docker compose pull

This downloads the ghcr.io/paperless-ngx/paperless-ngx:2.17 image from the GitHub Container Registry. It may take a few minutes depending on your internet speed.

Download failing or timing out?

Check that Docker Desktop is still running (green whale icon in your system tray). If the download stalls, press Ctrl+C to cancel and run docker compose pull again. Docker resumes from where it left off.

help me troubleshoot why docker compose pull is failing

  • Start the containers in detached mode by running:
docker compose up -d

The -d flag runs the container in the background so your terminal stays free. Wait about 30 seconds for Paperless-ngx to finish initializing.

  • Verify the container is running by checking:
docker compose ps

You should see the webserver service listed with a status of Up.

Container shows as exited or restarting?

Check the container logs for error messages by running docker compose logs in the same folder. Common issues include Docker Desktop not having enough memory allocated (Paperless-ngx needs at least 4GB) or port 8000 already being used by another application.

help me figure out why my Paperless-ngx container keeps restarting

Create your admin account and log in

Paperless-ngx requires a superuser account to access the web dashboard. You will create this account using a Docker Compose command that runs inside the container.

  • Create your admin account by running:
docker compose run --rm webserver createsuperuser --username admin --email admin@localhost

What does this command do?

This runs the createsuperuser management command inside the Paperless-ngx container. The --rm flag removes the temporary container after the command finishes. You are creating a user named admin with the email admin@localhost.

  • When prompted, type a password and press Enter. You will be asked to type the password again to confirm.

Your password won't appear as you type

This is normal security behavior. The terminal hides password input so no one can see it over your shoulder. Just type your password and press Enter.

  • Open your web browser and go to http://localhost:8000.
  • Enter admin in the Username field.
  • Enter the password you just created in the Password field.
  • Click Login.

You should see the Paperless-ngx dashboard with a welcome screen. This is your document management system ready to use.

Can't reach localhost:8000?

Go back to PowerShell and run docker compose ps to confirm the container is still running. If it shows as Up, wait another 30 seconds and try refreshing. The first startup takes longer as Paperless-ngx creates its internal database.

help me connect to my Paperless-ngx dashboard at localhost:8000

Your document management system is live. Next up, you will upload documents and organize them with tags and metadata.

Upload and Organize Documents

Your Paperless-ngx instance is running and ready to accept documents. Before uploading anything, you need a way to categorize and find your documents later.

In this step, you will build an organizational structure using tags, document types, and correspondents. Then you will upload sample documents and watch Paperless-ngx automatically OCR them, making their contents searchable.

In this step, get ready to:
  • Create tags, document types, and correspondents to organize your archive.
  • Upload sample documents and observe OCR processing.
  • Assign metadata to each document for easy retrieval.
Set up your organizational structure

Paperless-ngx organizes documents using three types of metadata: tags, document types, and correspondents. You will create these categories first so they are ready to assign when you upload documents.

What are tags, document types, and correspondents?

Tags act like versatile binders or folders. You can assign multiple tags to a single document (for example, a tax receipt could be tagged both "Tax" and "Receipt").

Document types categorize what kind of document it is (invoice, report, bank statement). Correspondents identify who sent or created the document (a government agency, your insurance company).

Start by creating your tags:

  • In the Paperless-ngx sidebar on the left, click Tags to open the tag management page.
  • Click the Create button (the "+" icon) in the top-right area of the page.
  • In the Name field, type Tax and click Save.
  • Repeat to create a second tag named Medical.
  • Create a third tag named Receipt.

Next, create your document types:

  • In the sidebar, click Document Types.
  • Click the create button and enter Invoice as the name.
  • Click Save.
  • Create a second document type named Report.

Finally, create your correspondents:

  • In the sidebar, click Correspondents.
  • Click the create button and enter Government as the name.
  • Click Save.
  • Create a second correspondent named Insurance.

You should now see your tags, document types, and correspondents listed in their respective management pages.

Don't see the sidebar options?

Make sure you are logged in as the admin user you created earlier. Only users with the correct permissions can access management sections.

If the sidebar is collapsed, look for a hamburger menu icon in the top-left corner and click it to expand the navigation.

help me find the Tags, Document Types, and Correspondents sections in the Paperless-ngx sidebar

Upload sample documents

With your organizational structure in place, it is time to feed some documents into your archive. Paperless-ngx supports PDF documents, PNG images, JPEG images, TIFF images, GIF images, and WebP images for OCR processing.

  • Gather 3-5 sample documents from your computer. These can be PDF files, scanned receipts, or image files of documents.
  • In the Paperless-ngx dashboard, drag and drop your files directly onto the browser window.
  • You will see an upload progress indicator appear. Wait for all files to finish uploading.

What happens after upload?

Paperless-ngx kicks off a consumption process for each document. It runs OCR using Tesseract to extract text from your PDFs and images, generates a thumbnail preview, and adds the document to its search index.

This takes 10-30 seconds per document depending on file size and complexity. You can monitor progress in the notification area at the top of the dashboard.

  • Wait about 30 seconds, then refresh your browser.
  • Click Documents in the sidebar to view your document list.

You should see your uploaded documents listed with thumbnail previews. Each document now has its text content extracted and indexed for searching.

Documents not appearing?

Processing takes time. Wait 30 seconds and refresh the page. Large files or scanned images with complex layouts take longer to OCR.

Make sure your files are in a supported format (PDF, PNG, JPEG, TIFF, GIF, or WebP). Office documents like Word or Excel are not supported without the optional Tika integration.

my uploaded documents are not showing up in Paperless-ngx after waiting

Assign metadata to your documents

Your documents are uploaded and processed. Now you will assign the tags, document types, and correspondents you created earlier to organize them.

  • Click on any document in the list to open its detail view.
  • In the document detail panel, find the Tags field and select one or more of the tags you created (e.g., Tax or Receipt).
  • Find the Document Type dropdown and select a type (e.g., Invoice).
  • Find the Correspondent dropdown and select a correspondent (e.g., Government).
  • If the auto-detected title is not descriptive, edit the Title field to something meaningful.
  • Click Save to apply your changes.
  • Repeat for each of your remaining documents, assigning appropriate tags, a document type, and a correspondent to each one.

Why assign metadata manually?

Manual tagging teaches Paperless-ngx how you organize your documents. Over time, its built-in machine learning algorithm learns from your assignments and can start suggesting or automatically applying tags to new documents.

The more consistently you tag documents now, the smarter automatic matching becomes later.

Check the OCR text content

While in the document detail view, scroll down to see the text content that Paperless-ngx extracted via OCR. This extracted text is what powers full-text search in the next step.

After assigning metadata to all your documents, return to the document list. You should see each document now shows its assigned tags, type, and correspondent.

Can't find the metadata fields?

The metadata fields (Tags, Document Type, Correspondent, Title) appear in the document detail panel when you click on a document. Look for dropdown menus and input fields in the right-hand panel or below the document preview.

I can't find where to assign tags and document types to my documents in Paperless-ngx

Your archive now has structure. Next up, you will put that OCR-extracted text and metadata to work by searching and filtering your document collection.

Search and Explore Your Archive

You have a fully organized document archive with tags, document types, and correspondents assigned to each file. The real power of Paperless-ngx is what comes next: finding any document instantly by searching for words inside its pages.

In this step, you will use full-text search to locate documents by their body content, create filtered views for quick access, and explore similarity-based discovery features.

In this step, get ready to:
  • Search for a document by text inside its body (not its title).
  • Filter documents by tags and document types, then save and pin a view to your dashboard.
  • Explore the "More like this" and auto-complete features.
Search for content inside your documents

Traditional file systems only let you search by file name. Paperless-ngx goes much deeper. It searches the full text that OCR extracted from every page of every document you uploaded.

  • Return to the Paperless-ngx dashboard at http://localhost:8000.
  • Think of a word or short phrase that you know appears inside the body text of one of your uploaded documents. Choose something that is NOT in the document's title.
  • Click the search bar at the top of the dashboard.
  • Type your chosen word or phrase and press Enter.

Paperless-ngx returns a scored list of results. Documents that match your query better appear higher in the results.

  • Open the top result and look for highlighted text showing which parts of the document matched your search query.

Why does this matter?

Paperless-ngx inspects document content, title, correspondent, type, and tags when searching. This means you can find a receipt by searching for an amount, a letter by searching for a phrase in the body, or an invoice by searching for a product name buried on page three.

Results are sorted by relevance, so better matches appear first. The highlighted text shows you exactly which parts of the document matched.

Search returned no results?

Make sure you are searching for a word that actually appears in the body text of one of your documents. Open a document and check its extracted content to confirm the word is there.

If your documents were images, OCR may have misread some words. Try a shorter, clearer word that is likely to be recognized accurately.

Why isn't my full-text search returning results in Paperless-ngx?

Filter documents and create a saved view

Searching is great for finding one specific document. Filtering lets you browse an entire category at once, like viewing all your tax documents or all invoices from a specific correspondent.

  • Return to the main document list by clicking the Paperless-ngx logo or navigating to the dashboard.
  • Look for the filtering sidebar on the left side of the document list.
  • Click on one of the tags you created earlier (e.g., Tax) to filter the document list to only documents with that tag.
  • Try combining filters by also selecting a document type (e.g., Invoice). The list narrows to show only documents matching both criteria.

Now you will save this filtered view so you can access it with one click from your dashboard.

  • With your tag filter still active, look for an option to save the current view. In the document list toolbar, find the button or menu to save a view.
  • Name your saved view something descriptive like All Tax Documents.
  • Enable the option to show this view on the dashboard.
  • Save the view.
  • Navigate back to your dashboard (the home page at http://localhost:8000).
  • Confirm that your new saved view appears on the dashboard, showing the filtered documents.

What are saved views?

Saved views are dynamic, auto-updating collections on your dashboard. Think of them as labeled binders that always show documents matching your criteria.

As you add more documents to Paperless-ngx, any new document matching the filter automatically appears in the saved view. You never need to manually sort new documents into the right folder.

Saved view not appearing on the dashboard?

Make sure you enabled the option to display the view on the dashboard when you created it. You can edit the saved view from the management section and toggle the dashboard visibility setting.

How do I pin a saved view to my Paperless-ngx dashboard?

Explore similar documents and auto-complete

Paperless-ngx has two more discovery features that help you find related documents without knowing exactly what to search for.

  • Open any document from your document list by clicking on it.
  • Look for a "More like this" option or similar documents suggestion on the document detail view. Click it to see documents that Paperless-ngx considers similar based on content analysis.

How does "More like this" work?

Paperless-ngx analyzes the full text content of the document you are viewing and finds other documents with similar content. This is useful when you have a collection of related documents (like multiple bank statements) and want to quickly find all of them without knowing the exact search terms to use.

  • Return to the main document list.
  • Click the search bar and slowly type a word that appears in your documents.
  • Watch for auto-complete suggestions that appear as you type. These suggestions come from words found inside your indexed documents.
  • Select one of the suggested terms to run the search.

Auto-complete saves time

As your archive grows, auto-complete becomes increasingly powerful. It suggests relevant words from across all your documents, helping you discover content you might have forgotten you stored.

Not seeing "More like this" or auto-complete?

The "More like this" feature requires that your documents have been fully processed and indexed. If you uploaded documents very recently, wait a minute for indexing to complete, then try again.

Auto-complete suggestions appear after you have typed at least a few characters. Try typing slowly and waiting a moment for suggestions to load.

Why isn't the More like this feature working in Paperless-ngx?

Secret mission

Set Up Automated Workflows

You have been manually tagging and organizing every document. What if Paperless-ngx could do that for you? In this secret mission, you will configure automated workflows that detect keywords inside incoming documents and apply the right tags and document types without any manual intervention.

Clean Up Your Resources

Clean Up Your Resources

This project runs entirely on your local machine, so there are no ongoing cloud costs. Decide whether to keep your resources running, pause them to come back later, or delete them entirely.

Resources you used:

  • Docker containers running Paperless-ngx locally (no cloud costs).
  • WSL2 Ubuntu distribution installed on your system.
  • Docker Desktop application installed on Windows.
  • Project folder at C:\paperless-ngx containing your document data, media, and configuration files.

Keep everything running

No action needed. Choose this if you are still actively building or plan to keep using Paperless-ngx as your daily document archive.

  • Leave Docker Desktop running. Paperless-ngx will start automatically when Docker starts.
  • Your documents remain accessible at http://localhost:8000 whenever Docker Desktop is running.
  • Document data is stored in C:\paperless-ngx\media and C:\paperless-ngx\data.

Pause - I'll come back to this later

Stop the containers to free up system memory while preserving all your data. You can restart everything later without losing documents or configuration.

  • Open PowerShell and navigate to your project folder by running:
  • Stop the Paperless-ngx container by running:
cd C:\paperless-ngx
docker compose stop
  • Your data in C:\paperless-ngx\data and C:\paperless-ngx\media is preserved on disk.
  • When you are ready to come back, open PowerShell and run:
cd C:\paperless-ngx
docker compose up -d
  • Your archive will be back at http://localhost:8000 within about 30 seconds.

Delete - I don't want to use this again

Remove all project resources and start fresh. This permanently deletes your uploaded documents, OCR data, and all configuration.

  • Open PowerShell and navigate to the project folder, then remove the containers and volumes by running:
cd C:\paperless-ngx
docker compose down -v
  • Delete the project folder and all document data by running:
Remove-Item -Recurse -Force C:\paperless-ngx
  • Remove the WSL2 Ubuntu distribution by running:
wsl --unregister Ubuntu

This permanently deletes all data, settings, and software associated with the Ubuntu distribution.

  • Uninstall Docker Desktop through Windows settings. Open Settings, select Apps, then Apps & features.
  • Find Docker Desktop in the list, select it, and click Uninstall.
  • Confirm the uninstallation when prompted.

Nice Work!

Nice Work!

Nice work! You just deployed a fully local document management system using Docker Compose and Paperless-ngx on Windows.

You've learned how to:

  • Deployed a containerized application using Docker Compose on Windows with WSL2, proving you can run production-grade services locally.
  • Uploaded documents and organized them with tags, document types, and correspondents while OCR automatically extracted searchable text from your files.
  • Used full-text search to find documents by their content and created saved views for instant filtered access to categorized documents.
  • Secret Mission: Configured automated workflows that auto-tag incoming documents based on content matching rules, removing the need for manual organization.

Ready to quiz yourself?