Features to meet ALL your requirements

Bulk Capture and Document Extraction / AI / OCR

Bulk Capture and Document Extraction / OCR

Reduce or entirely eliminate the need for printing / manual data entry

Using PaperTrail’s own Integrated AI based Document Extraction Platform (IDESaaS)

  • 99% plus accuracy
  • Creditors AP/AR document capture automating 85% plus of all documents recieved 
  • Compatible with your existing ERP & AP systems
  • Legacy Scanning and archiving of any documents required
  • Capture any document and make the data and document available for any existing software solution you to utilize
Storage and Retrieval

Storage and Retrieval

Find any document instantly

  • Store all of your electronic and scanned documentation in a secure, electronic repository that is accessible anywhere and at any time.
  • Documents can easily be organized and shared among employees and clients with a flexible folder taxonomy and collaboration features.
  • Searching and reporting on specific documents becomes efficient and easy.


Automate collection of data and gathering approvals

  • Collect unlimited data while improving processing times, accelerating approval cycles and minimizing paperwork.
  • Expedite claims processing with faster, automated calculations and validations to ensure personnel remain focused on more important business.
  • Electronic forms can offer a more secure alternative to paper filing systems, which are vulnerable to loss.
  • PaperTrail supports electronic and biometric signatures, automated look-ups, custom form design and PDF output for printing or email routing.
  • The PaperTrail eSignature module now also caters for basic ad-hoc and form template building. Some of these features include database lookups and extensive form field options.
Records Management

Records Management

Comply with even the strictest government and corporate regulations

  • Maintain electronic records in accordance with ICA and ISO standards.
  • The PaperTrail Records Management module has been built around the requirements of NARS and hence meets the Records Management requirements as per government.
  • PaperTrail ensures that the necessary retention periods and disposal instructions can be easily configured within the Records Module.
  • Where a client already has an approved file plan, this can be easily imported into PaperTrail via a CSV File.
  • Declaring of Records as well as the freezing of Records is managed within the Records Management Module.
Electronic Signatures

Electronic Signatures

Sign and seal key documents with a visual representation

  • Promote good governance, mitigate risk, and protect your bottom line with PaperTrail electronic signature module
  • Implements four different kinds of signatures including
    • * ordinary electronic signature In the form of a signature block on an uploaded PDF document where the person signing adds their signature by clicking on a signature block and typing in their name;
    • * biometric signatures In the form a biometric signature pad attached to the signing device that the person signs on to create a digitised version of their handwritten signature with an audit trail of the biometric metadata of how the signature was created, much the same as the biometric option used with the eForms;
    • * digital signatures in the form of a digital certificate based on cryptography associated with the person signing that the person uses to sign a PDF; (this works by letting the person singing view the PDF in their internet browser and applying a digital signature using a browser plugin and an optional USB hardware token to store a PKI private key)
    • * advance electronic signatures (class 4 certificate issued by an accredited certificate authority) In the form of a class 4 certificate issued by an accredited certificate authority that the person signing uses in the same way as a digital certificate for the digital signature. PaperTrail electronic signature solutions let you record biometrics (using signature pads) of people signing to provide forensic evidence for increased evidentiary weight.
Routing and Workflow

Routing and Workflow

Streamline processes with automated routing and a rule-based workflow

  • PaperTrail gives authorized users the ability to forward or route documents easily to individuals or groups of users, making collaboration more efficient and effective.
  • Administrators may also establish sequential routes or rule-based workflows to facilitate document-processing speed and escalation procedures, automatically routing documents to the correct user for processing, or seamlessly export data to external systems.
  • Rules and workflows are easily established using a simple administration console or graphical workflow designer.
Group Email

Group Email

Manage large volumes of customer emails in a team environment

  • Import emails automatically from POP and IMAP compliant email servers such as Microsoft Exchange and Lotus.
  • Imported emails can be distributed to team members for processing without the headache of managing group mail boxes.
  • Send replies from within PaperTrail to track all correspondence together.
  • Email aliases can be set up to serve as the initial kick off for workflow processes. 
  • Our MS Addin allows individual users to send emails from Outlook directly to PaperTrail, Metadata can be associated with these emails, as well as allocating to specific users or groups of users. 


Secure your documents from internal and external threats

  • Give administrators absolute control over who may access documentation and information stored in PaperTrail, with permissions that can be applied on folder, document and index levels.
  • Ensure each authorized user’s true identity is authenticated at the time of log-in, using the latest technology and processes.
  • Gain peace-of-mind in knowing access may be easily granted, modified or withdrawn at any time – instantly.
Automated PDF Creation and Manipulation

Automated PDF Creation and Manipulation

Facilitate the distribution and viewing of all document types

  • PaperTrail can automatically convert MS office documents to PDF to simplify distribution and viewing.
  • Users are also able to perform common tasks efficiently such as splitting, merging, rotating, watermarking or signing PDF documents within PaperTrail without the need for separate desktop software.
  • PaperTrail continuous to offer powerful ECM functionality to engineering companies, where for example both the DWG File and the associated PDF are managed within the PaperTrail repository.
  • PaperTrail also makes use of a simple rule configurations which can easily allow for an entire node structure to automatically generate a PDF from an existing source file.


Access your documents anywhere from a mobile device

  • Mobilize your workforce while ensuring peak productivity in the field or on the road using the browser of your choice.
  • The PaperTrail mobile app provides access to all your documents via both Android devices and our soon-to-be released IOS app.
  • Keep back-office and field service personnel in sync with immediate mobile access to information.
  • Search for and retrieve business-critical information on-the-spot using any compatible mobile device.
  • PaperTrail also allows for the signing of documents on a mobile device without relying on any specific software to be installed. (Please refer to our eSignature module.)
Desktop Sync

Desktop Sync

Automatically poll and upload documents from a local source

  • Upload documents seamlessly between select local folders on your hard drive and PaperTrail.
  • The desktop agent runs in the background whenever your computer is turned on, uploading documents.


Report on the productivity of users and quickly identify exceptions

  • Generate print-ready reports on historical data whenever needed.
  • Design and save reports using standard or custom templates based on your unique business model for comparison or auditing purposes.
  • Provide decision-makers with the facts and figures they need to instantly track and analyse trends, assess results, and determine needs.
  • Reporting features significantly reduce the time involved in manually gathering data points and organising information.
  • Our soon-to-be released dashboard component will provide a customised graphical interface and complement our existing reporting capability.
  • Reporting can also be scheduled to be automatically emailed to relevant staff.
Cloud or On-Premise

Cloud or On-Premise

Deploy in all environments and meet any availability requirement

  • PaperTrail comes in three formats to meet individual company’s requirements. Choose from
    • Cloud, or On-premise options that allow for high availability and distributed modes of operation.
    • Enjoy simplified user management with active directory integration, without the need to maintain multiple passwords.
Integration and SDK

Integration and SDK

Integrate with back-end systems for streamlined enterprise processes

  • The robust PaperTrail platform integrates seamlessly with MS Office, MS Outlook, Explorer and Exchange.
  • Develop content-centric applications or integrate Line of Business Applications via the Workflow Engine or native Java, .NET (MS Addin) and HTTP RESTful APIs.