Paperless-NGX is a digital filing cabinet. Upload or scan your documents, and it reads the text so you can search for anything later (receipts, bills, manuals, tax forms).
Paperless is not a backup. Keep originals of anything important, like birth certificates, titles, and deeds, in a safe place.
| Term | Meaning |
|---|---|
| Correspondent | Who the document is from or to (for example, Eversource or Dr. Smith) |
| Document type | What kind of document it is (for example, Bill, Receipt, Statement) |
| Tag | A flexible label (for example, Taxes 2026, House, Car) |
| Inbox | New documents that haven't been reviewed yet |