Papertrail

With details on how to add, replace or remove tags from records

How to use tags to group and identify records

Edit, delete or merge tags using Tag Manager

How to manage tags

Includes finding which records have been archived

How to filter for different states or due/overdue records

Switch between record view and folder view to see what you want in the web and mobile application

How to view all your records in your account

How to change the columns shown in your Account in the web application

How to change the default view of what record information you see

How to sort records alphabetically and numerically

Focus your account and notifications to only the folders that you are responsible for

📁 ⭐ How to see relevant information using starred folders

Filtering account activity to see what you need

How to filter and export recent activities

Charlotte Ingram

Adam Belmo

Tags, filtering and searching

Want to see Papertrail in action? Book a personal demonstration

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.