Overview
Papertrail includes a core set of features available to all accounts, but certain advanced capabilities are add-ons; they need to be separately enabled on your account before you can access them. These features are not turned on by default.
If you're unsure whether a feature is active on your account, our team can check this for you, just get in touch.
Add-On Features: What Needs Activating
📋 Checklist Editor
The Checklist Editor allows you to build and customise inspection checklists directly within Papertrail, rather than using pre-built templates. This feature must be enabled for your account before you can access it. There may be an additional fee to activate this feature.If your plan does not include the add-on, you can still use the free, prebuilt checklists provided by Papertrail.With the add-on, you can create unlimited checklists and edit existing ones.
How to tell if it's active: If you cannot see the option to create or edit checklist templates in your account settings, this add-on may not be enabled, or you may not have Admin permissions.
To access the checklist editor in Papertrail:
Open the Papertrail app.
Click the settings cog or the toolbox icon located at the bottom-left corner of the screen.
From the dropdown menu, select "Checklists." This will open the checklist editor, where you can create new checklists or edit existing ones.
Other Add-Ons
Depending on your subscription and configuration, additional features may also require separate enablement, including (but not limited to):
Advanced reporting or data exports
Workflows
Custom certificates
Single Sign-On (SSO)
Bulk import tools
If you're looking for a feature and can't find it, it's worth checking whether it forms part of your current plan or needs to be added.
How to Check Whether an Add-On Is Active on Your Account
Add-on status is managed at the account level by the Papertrail team. To find out whether a specific feature is enabled for you:
Contact us via the chat widget or support form.
Let us know which feature you're looking for (e.g. "I'd like to check if Checklist Editor is enabled on our account").
We'll confirm the current status and, if needed, arrange for it to be activated.
⚠️ Note: Some add-ons may incur an additional cost depending on your subscription tier. Our team will let you know if this applies before making any changes.
Related Articles
Understanding your Papertrail subscription and plan
How to manage users and permissions
Getting started with the Papertrail mobile app- How to manage tasks in Papertrail