Adding a demo account may help you 'play' with the functionality of your Papertrail account and learn what works (and doesn't work) for you and your business, it could also help your train your staff with ease because you are not worried about 'messing up' all the hard work you may have already done.


To begin with, log in to your account page and you will see the option to '+ NEW ACCOUNT' - click on this and choose 'CREATE A DEMO ACCOUNT'. Doing this will give me a new account that only lasts for 29 days whilst you practice adding and moving records and folders as well as training staff. If you chose this option you can even pick from a few 'industry templates' that we have put in for you:

Once you have chosen which one you need, click on 'CREATE ACCOUNT' and you will get a 29 day demo account to test and train you and your staff through to destruction. Please remember, you are now the administrator of this account and need to begin the process of adding new users.

If you work on a demo account and really like the work you have done, you can convert this into a full account by contacting us. We will then make sure all the work and effort you have put in wont go to wast.

If you have any issues or would like to discuss this option, please use the Big Green Button and ask away.

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