Install and configure

Use these steps to install Paperweight and set up your first scanning or folder workflow. Your Clinimatix contact can provide the deployment kit.

1. Prepare the endpoint

Install the vendor's driver for your scanner model separately. Create distinct input, destination, and staging folders. The destination must already exist; staging must be on the same filesystem root and excluded from downstream ingestion. Verify access as the actual signed-in operator, even if installation runs as SYSTEM.

Paperweight stores working files and recovery copies in %LOCALAPPDATA%\Clinimatix\Paperweight by default. Provide enough disk space and apply your organization's storage protection and retention requirements. See Limits and retention.

2. Install the application

Use the deployment wrapper with the signed MSI from your deployment kit. See Deployment options for commands and return codes. Installation is per machine. The default MSI property AUTOSTART=1 starts the application in the tray at the next user logon; operators scan from their own Windows sessions.

3. Prepare policy

Start from the complete disabled example. Replace the example workstation, Windows account, and directories. Assign each source to one workstation and user, then select its profile and destination. Keep sources disabled until their folders and settings are ready.

{
  "schemaVersion": 1,
  "revision": 1,
  "profiles": [
    { "id": "conservative-pdf", "revision": 1, "format": "Pdf", "color": "Preserve", "allowLossy": false }
  ],
  "destinations": [
    { "id": "document-intake", "folder": "C:\\PaperweightLab\\Intake", "stagingFolder": "C:\\PaperweightLab\\Staging", "naming": "PreserveStem" }
  ],
  "sources": [
    { "id": "scanner-capture", "acquisition": "Scanner", "profileId": "conservative-pdf", "destinationId": "document-intake", "ownerMachine": "EXAMPLE-PC", "ownerUser": "EXAMPLE\\Operator", "enabled": false },
    { "id": "folder-input", "acquisition": "Folder", "folder": "C:\\PaperweightLab\\Input", "completion": "StableFile", "stableSeconds": 10, "profileId": "conservative-pdf", "destinationId": "document-intake", "ownerMachine": "EXAMPLE-PC", "ownerUser": "EXAMPLE\\Operator", "enabled": false }
  ],
  "clinicalMode": false,
  "protectedStorageConfirmed": false
}

This example uses conservative PDF settings. The configuration reference explains every setting, including fields omitted here that use defaults. Replace the sample paths with the folders your workflow will use.

4. Validate and deploy policy

Run configuration validation using the installed executable:

& 'C:\Program Files\Clinimatix Paperweight\Paperweight.Desktop.exe' `
  --validate-config 'C:\Deployment\configuration.json'

Exit 0 means the settings pass Paperweight's configuration checks; exit 2 means a setting needs correction. This command checks the configuration file; device connections and folder access are checked when you use the workflow.

Deploy from an administrator session using the deployment kit:

.\Deploy-Paperweight.ps1 -Action Configure `
  -ConfigurationPath .\configuration.json

The wrapper validates the new file, protects the machine policy directory, and preserves the previous policy as configuration.previous.json. The managed policy location is %ProgramData%\Clinimatix\Paperweight\configuration.json.

5. Capture your first document

Set enabled: true on the source you want to use and redeploy policy. Open Paperweight as its assigned user and look for the Ready state. For a scanner source, scan your pages, review the batch, and choose Finish and process. For a folder source, save a completed document to the input folder. Follow the result in Activity, then open the document in its destination application.

Note

Missing policy or no enabled sources assigned to the current machine/account leaves intake inactive. A running application retains its last valid policy if an update is rejected; a fresh launch with invalid policy has no valid workflow to activate.