Setup · about 15 minutes

Connect your team

Three ways in — pick how your team's email is hosted. Your onboarding wizard tracks each step and checks it off as DocRunner sees it complete.

Read-only Gmail via domain-wide delegation — captures sent and received. Agents change nothing.

1

Tell us your roster

List the mailboxes that touch deal documents — coordinators included. Staff who never handle contracts aren't read and aren't billed.

2

Authorize DocRunner in your Admin console

admin.google.com → Security → API controls → Domain-wide delegation → Add new. Paste our client id and scope, exactly as shown:

Client ID: 106406878189391648587 · Scope: https://www.googleapis.com/auth/gmail.readonly
Read-only, roster mailboxes only — DocRunner can never send as your team or read non-roster staff.
3

Create DocRunner's user in Paperless Pipeline

Add yourteam@mail.docrunner.app as an admin-level licensed user. The activation email comes to us — your wizard hands you the link, you set the password and enter it there.

You keep the kill switch: change that password anytime and DocRunner is locked out of your Paperless instantly.
4

Send a test document

Forward any old contract to yourteam@mail.docrunner.app. Within ~2 minutes it appears in Paperless, named and filed — and your wizard flips to Live.