Documents
Cornerstone integrates with Paperless-ngx to bring your construction documents -- invoices, contracts, permits, plans -- into the same place you manage your project. No documents are stored in Cornerstone itself; it references documents in your existing Paperless-ngx instance and displays them inline.
Overview
The document integration provides:
- Document Browser -- A dedicated page to search, filter, and browse all documents in your Paperless-ngx instance
- Document Linking -- Attach Paperless-ngx documents to work items and vendor invoices so related documents are always one click away
- Thumbnail Previews -- Document thumbnails are displayed inline so you can identify documents at a glance
- Detail Panel -- View document metadata (title, created date, correspondent, document type, tags, content preview) without leaving Cornerstone
- Tag Filtering -- Filter documents by Paperless-ngx tags in the document browser
- Graceful Degradation -- If Paperless-ngx is not configured or unreachable, Cornerstone shows clear status messages instead of errors
How It Works
All communication with Paperless-ngx is proxied through the Cornerstone backend. Your Paperless-ngx API token never leaves the server -- the browser only talks to Cornerstone, which forwards requests to Paperless-ngx on your behalf. This keeps your credentials secure and simplifies network configuration.
Browser --> Cornerstone Server --> Paperless-ngx
(proxy layer) (document store)
Screenshots for the documents feature require a connected Paperless-ngx instance and will be added in a future release.
Prerequisites
You need a running Paperless-ngx instance with API access enabled. Cornerstone has been tested with Paperless-ngx v2.x.
Next Steps
- Setup -- Configure the Paperless-ngx connection
- Browsing Documents -- Use the document browser to search and filter
- Linking Documents -- Attach documents to work items and invoices