PaperlessZen™ for Microsoft Outlook
Email is where documents go to hide. A vendor sends a countersigned contract, counsel forwards a side letter, a colleague passes along a signed form, and every one of those arrives as an attachment in someone’s Outlook, where it stays. The document exists. It is just trapped in an inbox that gets deactivated the day that person leaves.
PaperlessZen™ gives those attachments somewhere better to go.
The inbox
The agreement lives as an attachment in one person's mailbox.
Nobody else can see it or search it.
It disappears the day the account is deactivated.
PaperlessZen
The document is filed on the record it concerns.
Every page is full-text searchable by anyone who needs it.
Its dates and obligations are tracked.
What connects
PaperlessZen provides an intake email address. Forward a message to it, or set an Outlook rule to forward matching messages automatically, and the attachment is read, classified, and filed. Because intake works by email, there is nothing to install and no plugin to manage. It fits any Outlook or Microsoft 365 setup.
Where documents show up
In PaperlessZen, filed against the record the document concerns and full-text searchable, with any obligations tracked. An agreement that would have lived and died in an inbox becomes part of the archive, reachable by anyone who needs it.
A three-step recipe
A document arrives
It lands as an attachment in Outlook.
It gets forwarded
You forward it to your intake address, or an Outlook rule does it for you.
It is filed and tracked
PaperlessZen reads it, files it on the right record, and tracks its dates, so it is findable long after the email is forgotten.
Availability
PaperlessZen is in early beta, and email intake is available to early customers on request. Because it is simply an address you forward to, it fits any Outlook or Microsoft 365 setup with nothing to install, and it is often the fastest way to start feeding documents into PaperlessZen. Book a demo and we will set up an intake address as part of your onboarding, or read about why email is where documents go to hide.
Frequently asked questions
How do documents get from Outlook into PaperlessZen?
Through an intake email address. Forward a message with an attachment, or set up a rule to forward automatically, and the document is read, classified, and filed on the right record.
Does this work with our existing Outlook setup?
Yes. Because intake works by email, it fits any Outlook or Microsoft 365 environment. You are simply forwarding to an address, so there is nothing to install.