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Tutorials

Welcome to the Records Manager Skill tutorials. These hands-on guides will help you get started with managing documents, creating entities, and staying compliant with retention requirements.

Tutorial Overview

Tutorial Description Time Difficulty
First Upload Upload your first document to paperless-ngx 5 min Beginner
Entity Creation Create custom entities for households, trusts, and businesses 10 min Intermediate
Retention Check Verify document retention compliance 5 min Beginner
Batch Import Bulk import multiple documents efficiently 15 min Intermediate

Before You Begin

Ensure you have:

  1. PAI installed with the Records Manager Skill loaded
  2. paperless-ngx running with API access configured
  3. Environment variables set:
  4. MADEINOZ_RECORDMANAGER_PAPERLESS_URL
  5. MADEINOZ_RECORDMANAGER_PAPERLESS_API_TOKEN

What You'll Learn

  • How to upload documents with automatic tagging

  • How to create and manage custom entities

  • How to verify retention compliance for your jurisdiction

  • How to perform bulk operations efficiently

  • Best practices for document organization

Need Help?