Getting Started

Useful knowledge to have in advance and FAQs

Mike Royle avatar Chris Tanner avatar Richard Mostyn avatar +2
12 articles in this collection
Written by Mike Royle, Chris Tanner, Richard Mostyn and 2 others

How to create a new Papertrail subscription

Set yourself up with an Essential plan, or contact us for a Business or more bespoke Corporate package
Mike Royle avatar
Written by Mike Royle
Updated over a week ago

How to accept an invite to Papertrail

Register your details to get access
Richard Mostyn avatar
Written by Richard Mostyn
Updated over a week ago

How do I redeem my Teufelberger voucher code?

Get a free sponsored Essential subscription for 12 months
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

How do I download my free mobile app?

Chris Tanner avatar
Written by Chris Tanner
Updated over a week ago

Getting started on Papertrail (video)

How to carry out the basics in your Papertrail account
Clare Llywelyn avatar
Written by Clare Llywelyn
Updated over a week ago

How to organise your record management system

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

Upload your existing records to Papertrail from a spreadsheet

For Business and Corporate subscriptions
Clare Llywelyn avatar
Written by Clare Llywelyn
Updated over a week ago

The Papertrail Dashboard: an introduction

Clare Llywelyn avatar
Written by Clare Llywelyn
Updated over a week ago

The Future Inspections widget

Our dashboard calendar widget helps you successfully plan your inspection workload and staff requirements
Mike Royle avatar
Written by Mike Royle
Updated over a week ago

How to ensure the mobile app is syncing

Force sync the mobile app
Clare Llywelyn avatar
Written by Clare Llywelyn
Updated over a week ago

Frequently Asked Questions

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

Papertrail terminology explained

Clare Llywelyn avatar
Written by Clare Llywelyn
Updated over a week ago