And file away your scanned papers separately

This^. No matter how many layers of backups I have for paperless, I’m still keeping the most important physical documents in a file cabinet.

I’m not sure exactly what you are looking for but here is my workflow:

1. Laptop - This is where I do most of the uploading to paperless. When I get an important document over email, buy something online that’s expensive enough for me to want to save the receipt, or buy something that comes with a digital manual, I download the PDF and upload the document to paperless in the browser.

2. Phone - I have an iPhone and use Swift Paperless to upload physical mail, physical receipts, or physical manuals I can’t find online.

I know I can set up Paperless to pull documents from my email automatically but it’s not very good at guessing the tags and correspondents in my experience, and because it’s not good at guessing the correspondents and tags, I have to manually edit the documents anyway so I might as well upload them myself. I’ve just got into the habit of getting a document, knowing I might want to view it later, and upload it right then or later that day. The built in OCR works great.

Edit: Oh, my behavior has changed a little because of paperless too. I now ask everyone for a receipt, email confirmations when talking with customer service, or if I’m dealing with a business that only hands me paper documents, I ask them to email them to me too. I’m pretty annoying about it. Basically, if the transaction is important enough to me, it doesn’t end until I get proof that I can upload to paperless.