Papertrail

Use Analytics to report on your Papertrail accounts

📊 What is Analytics?

📊 What sort of report or certificate can I produce in Papertrail?

How to use the LOLER Report of Thorough Examination certificate

Managing your LOLER inspections with Papertrail

How to create a LOLER inspection certificate (legacy account)

How to create a certificate in the mobile app 📱

How to create a report of record or folder details in the web app 💻

How to create a report in the mobile app 📱

Create a report for archived records on the web application

How to create a report for archived records

A step-by-step guide for Administrators to generate and download a complete archive of account records, logs, and files.

📥 How to export all data from your Papertrail account

Share your certificates from the web and mobile app

Can I share my certificates with someone outside of my organisation?

Charlotte Ingram

Adam Belmo

Reports and Certificates

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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.

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

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

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

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