Getting Started

Useful knowledge to have in advance and FAQs

Charlotte Cannon avatar Vicki Jones avatar Iain Brydon avatar
15 articles in this collection
Written by Charlotte Cannon, Vicki Jones, and Iain Brydon

How to structure your folders within your account - Compliance Management

How to set up your folder structure for your Compliance Management accounts
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

Where can I buy Barcodes, RFID and NFC solutions for my Papertrail records?

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Written by Charlotte Cannon
Updated over a week ago

How to organise your record management system

Set up a folder structure for your equipment and other records
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

How to structure your folders within your account - Risk Management

How to set up your folder structure for your Risk Management accounts
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Written by Charlotte Cannon
Updated over a week ago

How to structure your folders within your account - Equipment Management

How to set up your folder structure for your Equipment Management account
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Written by Charlotte Cannon
Updated over a week ago

What browsers does Papertrail support?

What web browsers work best with Papertrail?
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Written by Charlotte Cannon
Updated over a week ago

How to create a new Papertrail subscription

Try for free or speak to one of our Product Specialists
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Written by Charlotte Cannon
Updated over a week ago

How to accept an invite to Papertrail

Register your details to get access or accept an invite to another account
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Written by Charlotte Cannon
Updated over a week ago

Getting started with Papertrail

How to carry out the basics in your Papertrail account (Video)
Iain Brydon avatar
Written by Iain Brydon
Updated over a week ago

How do I download my free mobile app?

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Written by Charlotte Cannon
Updated over a week ago

Upload your existing records to Papertrail from a spreadsheet

Import your existing records from a spreadsheet
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

The Papertrail Dashboard: an introduction

Learn about our Filter, Recent Activities and Future Inspection widgets
Vicki Jones avatar
Written by Vicki Jones
Updated over a week ago

Frequently Asked Questions

To see the full article for the FAQ, click on the link underneath each one
Iain Brydon avatar
Written by Iain Brydon
Updated over a week ago

Papertrail terminology explained

A glossary of our commonly used terms.
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

How to ensure the mobile app is syncing

Force sync the mobile app
Vicki Jones avatar
Written by Vicki Jones
Updated over a week ago