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e-invoicing

Paperless - Chile

Other Panel de Control sections

Administración de Recepción Avanzada lets you configure validation rules that Paperless applies automatically to incoming documents.

Additional sections from the Panel de Control home screen:

Reglas (Administración de Reglas)

The Reglas section shows a list of all configured distribution rules. Each rule has an ID, channel (ASML, PEML, MAIL, XPML), rule type (XPATH), the XPath expression that filters which documents the rule applies to, a default flag, and icons to view destinations and content. You can add new rules or delete existing ones.

Sucursales (Administración de Sucursales)

The Sucursales section shows all registered branches. Each branch has an ID, creation date, Glosa, Correo, and Código.

Plantillas (Administración de Templates)

The Plantillas section lets you add, modify, and delete document display templates. Each template has an ID, document type, format (PDF or TXT), type (WEB, PDF, or TXT), reference path, position, and description.

Administración de Clientes

The Administración de Clientes section shows a list of clients registered for use in the manual invoicer. Each client has an ID, RUT, Razón Social, Giro (business type), Comuna, and Ciudad. You can add clients individually or upload them in bulk using Cargar Archivo.

Administración de productos

The Administración de Productos section lets you manage products that appear as line items in the manual invoicer. Each product has a Codigo Producto, Nombre Item, Precio Item, and Fecha Inserción.

Carga de Contribuyentes

The Carga de Contribuyentes section lets you upload a taxpayer file to keep the platform’s contributor data current.

Categorías de Emisores

Note:

This feature is not active by default. Contact Sovos support to enable it.

The Categorías section lets you create named categories and assign them to senders. When a document arrives from a sender that has a category assigned, Paperless automatically tags the received document with that category. You can then filter received documents by category.

Administración de Recepción

You can enable or disable each rule independently. When a rule is enabled and an incoming document fails the check, Paperless rejects it automatically with the message you configure. For each rule you can also choose the applicable document types (Factura Afecta, Factura Exenta, Guía de Despacho, Nota de Débito, or Nota de Crédito) and whether to include a formal Servicio de Impuestos Internos (SII) claim (RCD, RFP, or RFT).

Community administrator permissions

Distribution rule management

Configures distribution rules and templates for email delivery.

Branch management

Adds, modifies, and deletes branches on the central server.

Template management

Configures templates for generating the printable (PDF) version of documents.

Supplier management

Adds, modifies, and deletes suppliers for the manual invoicer.

Alarm management

Enables, disables, and modifies system alarms.

Receiver management

Manages the list of emails associated with a Rol Único Tributario (RUT) for electronic document delivery.

Sender management

Manages the list of emails associated with a RUT for internal user delivery.

Advanced reception management

Configures validation rules for Document Office 2.0.

Taxpayer load management

Loads the electronic taxpayer file from the

Security administrator permissions

User management

Accesses user administration options.

User permission management

Updates user permissions in the system.

Block/unblock users

Blocks and unblocks users.

Add users

Adds users to the system.

Edit users

Edits users in the system.

Delete users

Deletes users from the system.

View event log

Views event logs from all users.

Security parameter modification

Modifies password parameters and manages the digital certificate.

Billing services permissions

CAF management

Loads and manages Código de Autorización de Folios (CAF) codes in the system.

Work order management

Accesses bulk Invoicing and manages work orders.

Electronic report management

Accesses Ledger Generation.

Electronic report generation

Generates (loads) ledgers.

Special electronic report generation

Requests Special Ledger Generation.

Electronic report submission

Submits generated electronic ledgers to the SII.

Online electronic report generation

Requests the generation of the Electronic Report (Purchase and Sales).

Online document review

Reviews online-issued documents and their SII status.

Manual document generation

Accesses the Manual Invoicer to issue documents.

Document assignment

Accesses the Document Assignment Management environment.

Assigned document review

Reviews assigned documents (must be specially requested from Paperless).

Community contracting user permissions

View issued documents

Views Issued Documents in Document Management.

View Purchase electronic reports

Views issued Purchase ledgers.

View Sales electronic reports

Views issued Sales ledgers.

View received documents

Views Received Documents in Document Management.

Send documents to Backoffice

Manually sends documents to the backoffice (requires configured integration).

Assign issued documents

Runs document assignment from Document Management.

Activate sender RUTs for received documents

Creates a list of specific RUTs to filter which received documents you can see.

Claims module permissions

Issued document query

Queries issued documents in the customer claims tab.

Received document query

Queries received documents in all tabs (except the customer claims tab).

Received document execution

Files claims and issues goods receipt acknowledgments with the SII.

Supplier maintenance

Adds and removes suppliers from the own supplier manager.

Credit-note generation

Generates credit notes from the claims module to cancel or adjust received documents.

Claims rule administration

Configures the automatic claims rules (acceptance, rejection, letters, purchase-order and allowlist checks) applied to received documents.

Other permissions

Accounting document generation

Enables Electronic Accounting Ledger management (requires before certification).

View branch documents

Filters visible documents by the issuing branch (for POS model clients only).

Notificaciones de Plataforma

The Notificaciones de Plataforma section shows a log of internal platform notifications, such as system alerts, process results, and administrative messages. You can view all notifications and hide the ones you no longer need to see.

Add a branch

You must have the administrator profile to complete this task.

  1. Go to Panel de Control > Sucursales.
  2. Click Agregar.
  3. Complete the Glosa, Correo, and Código fields.
  4. Click Agregar.

Delete a branch

You must have the administrator profile to complete this task.

This action is permanent and can't be undone.
  1. Go to Panel de Control > Sucursales.
  2. Select the branch you want to delete.
  3. Click Eliminar.

Add a template

You must have the administrator profile to complete this task.

  1. Go to Panel de Control > Plantillas.
  2. Click Agregar.
  3. Complete the required fields: document type, format, type, reference path, position, and description.
  4. Click Agregar.

Delete a template

You must have the administrator profile to complete this task.

  1. Go to Panel de Control > Plantillas.
  2. Select the template you want to delete.
  3. Click Eliminar.

Register a client for the manual invoicer

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Administración de Clientes.
  2. Click Agregar.
  3. Complete the client’s details: RUT, Razón Social, Giro, Comuna, and Ciudad.
  4. Click Agregar.

Add a product

  1. Go to Panel de Control > Administración de productos.
  2. Click Agregar.
  3. Complete the product code, item name, and item price fields.
  4. Click Agregar.

Delete a product

This action is permanent and can't be undone.
  1. Go to Panel de Control > Administración de productos.
  2. Select the product you want to delete.
  3. Click Eliminar.

Upload a taxpayer file

  1. Go to Panel de Control > Carga de Contribuyentes.
  2. Click Subir Archivo and choose a file.

After uploading the file, the Estado Actual section shows the file name, entry date, process start date, record count, and status. The Archivos Cargados table shows all previously uploaded files with counts of new, updated, deleted, and errored records.

Create a category

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Mantención de Emisores > Mantención de Categorias.
  2. Click Agregar.
  3. Enter a name in the Categoria field.
  4. Click Agregar.

Edit a category

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Mantención de Emisores > Mantención de Categorias.
  2. Click the category you want to edit.
  3. Update the name in the Categoria field.
  4. Click Modificar.

Assign a category to a sender

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Administración de Emisores.
  2. Click the sender you want to update.
  3. In the Categoria dropdown, select the category.
  4. Click Modificar.

After assigning a category, received documents from that sender are automatically tagged with the category name.

Configure a reception validation rule

You must have the Administrator profile to complete this task.

  1. Go to Panel de Control > Administración de Recepción.
  2. Expand the rule you want to configure.

    The available rules are:

    Enviar Comprobante de Recepción sólo para Documentos Validados en el SII

    Only sends a receipt acknowledgment for documents that have been validated by the SII.

    Número de Días a Esperar que el Documento esté en el SII

    Waits a set number of days (Número de Días) before processing the document, giving the SII time to validate it.

    Rechazar Documentos Recibidos Previamente

    Rejects duplicate documents that have already been received.

    Sólo Recibir Documentos con la Razón Social Indicada

    Only accepts documents from senders whose company name matches the configured list (Razones Sociales Válidas).

    Sólo Recibir Documentos con el Giro Indicado

    Only accepts documents from senders whose business type matches the configured list (Giros Válidos).

    Rechazar Documentos Según Existencia de Orden de Compra

    Rejects documents based on whether a purchase order reference is present. Configure whether the reference must be present (SI) or absent (NO), and add RUT exceptions as needed.

    Rechazar Documentos con Múltiples Ordenes de Compra

    Rejects documents that reference more than one purchase order.

    Rechazar Documentos con Orden de Compra Fuera del Rango Indicado

    Rejects documents whose purchase order number falls outside the configured range (Valor Inicial and Valor Final).

    Rechazar Documentos Emitidos hace más de los Días Indicados

    Rejects documents issued more than a set number of days ago (Máximo Número de Días desde la Emisión).

  3. Set Activo to SI to enable the rule, or NO to disable it.
  4. Enter the Mensaje de Rechazo to send when the rule triggers.
  5. Optional: Select Incluir Reclamación to attach a formal SII claim (RCD, RFP, or RFT).
  6. Select the document types to which the rule applies, or select Todos.
  7. Click Modificar to save.

View platform notifications

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Notificaciones de Plataforma.
  2. Review the information shown on the screen.

Hide a notification

You must have the security administrator profile to complete this task.

  1. Go to Panel de Control > Notificaciones de Plataforma.
  2. Select the notification you want to hide.
  3. Click Ocultar.
Chile Paperless

Last updated: August 3, 2026