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DOCUMENT CONTROL

Document control that keeps every policy current and findable

Policies, procedures, manuals and contracts in one place, tagged and searchable, with permissions that control who can see and edit each one. When an auditor asks for a document, you find it and share it in seconds.

No credit card required.

Trusted by

RWEPetrofacBranching Out Tree ServicesApplusHogan GroupCardiff CouncilUniversity of EdinburghSwireGlacier EnergyInfinite AccessTorque SolutionsWessex Water270 Climbing Park

The inspections get done. Proving they were done is the part that costs you.

Every document in one place, and always the current version

  • Operating procedures live on a shared drive, and whichever version is current depends on who saved it last.

  • Policies sit in someone's inbox, findable only if you know who to ask and they still have the email.

  • Contracts are in a filing cabinet, so an audit means hunting through all three before you can answer one question.

Papertrail.io
Paper

Everything you need to take control of your documents

  • Always the current version

    Always the latest version, wherever you're working: no chasing down which copy is current.

  • Search and version history

    Find any document instantly, with a clear history of every version.

  • Certificate templates

    Build your own certificate templates, or use ones already aligned to the standards you're audited against.

  • Tags, filters and folders

    Organise documents your way, and find exactly what you need in seconds.

  • Access permissions

    Complete control over who can access which documents.

  • Access anywhere

    Look up what you need on any device, wherever the job takes you.

  1. Always the current version

    Always the latest version, wherever you're working: no chasing down which copy is current.

  2. Search and version history

    Find any document instantly, with a clear history of every version.

  3. Certificate templates

    Build your own certificate templates, or use ones already aligned to the standards you're audited against.

  4. Tags, filters and folders

    Organise documents your way, and find exactly what you need in seconds.

  5. Access permissions

    Complete control over who can access which documents.

  6. Access anywhere

    Look up what you need on any device, wherever the job takes you.

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Checklist Editor

Inspect

Use manufacturer-approved checklists for any equipment type, from lifting gear to PPE inspection records. Build your own with the Checklist Editor on Expert and Enterprise.

One place, not four different systems

“One of the biggest advantages of Papertrail is having all our records in one place. Whether it's equipment maintenance, staff training, or vehicle service histories, we no longer have to jump between different systems, it's all right there when we need it.”

Kerrie

Office Manager, Branching Out Tree Services

  • “We thoroughly enjoy using Papertrail.io as part of our daily routine. We utilised a variety of systems such as Teams, Sharepoints, drives, and excel sheets. Papertrail has effectively streamlined our operations and centralised our information storage.”

    Steven McGarva

    Facility Manager (Sport and Exercise), University of Edinburgh

  • “Whether that be in an audit or whether that just be from a user contacting one of the materials controllers and saying, 'I need the calibration certificate, the client's asking for it,' you could pretty much bring it up instantly and send it to them, and it's not a long-winded affair.”

    James Brook

    Rope Access Technical Authority, Applus+

Share the record, not a copy that's gone out of date

PartnerHub connects your account to the organisations you work with, so they see the records you share, and every update to them, in their own workspace.

  1. Invite

    Invite an auditor, a client or another site into a PartnerHub partnership, so they see the document as it stands today, not a copy attached to an email

  2. See

    They see the live record in their own workspace, with its full history, not a static export

  3. Withdraw

    Withdraw access and the document disappears from their view immediately

Frequently asked questions

Will my team actually adopt it?

Finding a document is a search, and adding one is an upload into the right folder. RWE's technicians are working in Papertrail after a half-hour session, and Hogan Group runs it across a team aged 18 to 79 on minimal training. When questions come up, our support team's average first response time is under 8 minutes.

How fast can we migrate from spreadsheets or another system?

Our team handles the migration for you, so your documents and policies are ready to work with rather than waiting on you to upload everything yourself. We set up your folder structure and access permissions with you first, so everything lands where it belongs from day one.

Can we control which documents specific people can see?

Yes. Access in Papertrail is set at the folder level, so a team member only sees the folders they've been given access to, and within that you control whether they can view, add or edit. Set up separate folders for HR policies, site procedures or supplier contracts, and only the people who need them get access.

Every document current, controlled and one search away

Start for free and get your first folder of documents organised today, or book a demo and we'll walk through it with your own policies and contracts.

26 million inspections recorded· No obligation.

Last reviewed on . MJB.

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