Complete each step to configure your instance.
Create the initial Paperless-AI next administrator account.
Use at least 8 characters.
Would you like to enable MFA for the admin account?
Enter your Paperless-ngx API credentials and run a connectivity test.
Load document statistics and choose tagging rules.
Documents
-
Correspondents
Tags
Press Enter to confirm a tag.
This tag is automatically added to excluded tags during setup finalization.
Select a predefined provider preset and test credentials.
For custom endpoints, this field can stay empty if the API does not require authentication.
Used for model discovery and connection tests. Default: 30s.
Configure OCR fallback for documents where AI extraction needs OCR assistance.
For custom provider, set URL to your local endpoint (e.g. Ollama or LM Studio /v1).
Used for OCR model discovery and OCR connection tests. Default: 30s.
Review generated environment keys, copy if needed, then finalize setup.