Papertrail

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How to create a new Papertrail subscription

Log in quicker by using Microsoft or Google Single Sign-On

🔐 How to Login to your account with Single Sign-On (SSO)

Register your details to get access or accept an invite to another account

📩 How to accept an invite to Papertrail

How do I download my free mobile app?📱

Set up a folder structure for your equipment and other records

How to organise your record management system

Learn about our Filter, Recent Activities and Future Inspection widgets

The Papertrail Dashboard: an introduction

The Data Import Tool makes it easy to upload your assets and safety equipment records into Papertrail in bulk.

How to import your data using the Import Tool

Import your existing records from a spreadsheet

⬆️ Upload your existing records to Papertrail from a spreadsheet

How to set up your folder structure for your Compliance Management accounts

🗄️ How to structure your folders within your account - Compliance Management

How to set up your folder structure for your Risk Management accounts

🗄️ How to structure your folders within your account - Risk Management

How to set up your folder structure for your Equipment Management account

🗄️ How to structure your folders within your account - Equipment Management

What web browsers work best with Papertrail?

What browsers does Papertrail support?

How to ensure the mobile app is syncing 📱

Papertrail terminology explained

To see the full article for the FAQ, click on the link underneath each one

❓ Frequently Asked Questions

Charlotte Ingram

Vicki

Andy Binns

Useful knowledge to have in advance and FAQs

Getting Started

Want to see Papertrail in action? Book a personal demonstration

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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