Senders

Senders are companies or people that send you documents. Paperarchive detects them automatically. You can also create a sender manually.

When a sender needs review

New or low confidence senders appear as "needs review". Use the Unconfirmed filter to review them fast. You can confirm a single sender or confirm all.

Confirming a sender makes future documents easier to file.

Manage senders

• Rename: fix spelling or preferred name.
• Merge: combine duplicates.
• Trash: remove, with 30 day restore window.

If a document shows the wrong sender, edit it from the document view.

Tip: keeping senders clean improves future auto filing.

Merge and undo

Select the duplicates, choose Merge and pick the sender that stays. Paperarchive moves the documents, deadlines and events, your corrections, the learned filing rules and the email domains to it. Renaming a sender to the name of an existing one offers the same merge, and so do the possible duplicates Paperarchive points out at the top of the Senders page.

The old name becomes a known name of the sender that stays, so the next document from it does not create the duplicate again.

Right after merging you can click Undo in the message at the bottom. Later on, Merges (the clock icon on the Senders page) lists your merges, each with its own undo. Undo brings the merged sender back with its documents. Whatever you changed yourself after the merge stays as it is.

Paperarchive never merges senders on its own. A sender with documents archived in a GoBD space can only be the one that stays.