Papertrail has a new, simpler navigation. Everything you used before is still there. It has just been brought together into one Menu, with your folders, filters and search sitting right next to your records.
This guide walks you through what's changed and where to find the things you use every day.
💡 What's changed at a glance
One Menu: the old sidebar and top bar have been combined into a single Menu, opened from the top left of any page.
Folders and Filters panel: folders and filters now open in a panel beside your records instead of floating over them.
Quicker account switching: click your account name in the header to jump to another account.
Search and Scan in the header: always to hand whenever you're inside an account.
Nothing has been removed. Every page and tool is still available, just reorganised.
📋 The Menu
Click Menu in the top left of any page. From here you can reach:
Dashboard
Folders and Filters
Activities
Tasks
Shared With Me
Analytics
Toolbox and Settings
My Profile, My Tasks and the Help Center sit in their own group, separate from your account tools.
Toolbox, Settings and My Profile open as a panel beside the Menu, so you don't lose your place.
Pinning the Menu
By default, the Menu stays pinned open as a sidebar. If you'd prefer more space for your records, turn off Pin Menu at the bottom of the Menu. It will then float over the page and close when you click away.
Papertrail remembers your choice and the last section you opened, so it's set up the way you like it next time you log in.
📁 Folders and Filters
Choose Folders or Filters from the Menu. A panel opens to the left of your records.
Use the tabs at the top of the panel to switch between your folder tree and your filters.
The panel stays open while you click through folders or apply filters.
You can filter by state, tags, PartnerHub sharing or starred items only, and clear all filters in one click.
Close the panel with the ✕ and reopen it from the Menu whenever you need it.
🔀 Switching between accounts
If you have access to more than one account:
Click your account name in the header.
Choose the account you want to open.
If you have 10 accounts or fewer, they're also listed in the Menu with their logos. All Accounts is always available if you need the full list.
Tip: if you switch accounts while using a Toolbox tool, you'll stay on that tool in the new account rather than going back to the Dashboard.
🔍 Search and Scan
Whenever you're inside an account, the header gives you:
Search All Accounts to find something across every account you can access.
Scan for barcodes, QR codes and NFC tags.
Record Collection to work with records from different folders together.
The search box next to the breadcrumb finds records, folders, tasks and tags in the current account as you type.
🧭 Always know where you are
The breadcrumb at the top of the page shows the full folder path. Click any step to jump straight back to it. Longer paths collapse to keep things tidy.
Clicking Toolbox, My Profile or PartnerHub in the breadcrumb opens that part of the Menu.
❓ Frequently asked questions
Has anything been removed?
No. Every page and tool is still there. Most are now reached through the Menu.
Where have my folders gone?
Open the Menu and choose Folders. Your folder tree opens in a panel beside your records.
Where are Scan and Record Collection?
In the header, next to the search box, whenever you're inside an account.
How do I stop the Menu taking up space?
Turn off Pin Menu at the bottom of the Menu.
The page doesn't look right, or something isn't loading. What should I do?
Try a hard refresh (Ctrl + F5 on Windows, Cmd + Shift + R on Mac) or clear your browser cache, then log back in. If the problem continues, get in touch with our Support Team and let us know which browser you're using.
Still can't find what you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.