Target dates
Record the agreed deadline against a document review.
Features
Everything Needed to Keep Document Reviews Organised
ApproveTrail focuses on the practical parts of document review administration: documents, review requests, feedback, approval status, versions, revision notes, deadlines and summaries.
Document Organisation
Keep everything about a document in one record so reviews start from the same details every time.
- Document title
- Owner
- Category
- Related files
- Notes
- Associated reviews
Illustrative software previewReview Requests
Send a document for review with a clear list of the reviewers involved and the stage it is at.
- Document link
- Reviewer list
- Requested stage
- Notes
- Status
Illustrative software previewFeedback Tracking
Comments and requested changes are gathered against each document in one place.
- Reviewer comments
- Requested changes
- Comment date
- Version reference
Illustrative software previewApproval Status
Statuses show where each document sits without needing to open it.
- Draft
- Ready for Review
- Under Review
- Changes Requested
- Revised
- Awaiting Approval
- Approved
- Archived
Illustrative software previewVersion History
Keep a record of each document version as it moves through revisions.
- Version number
- Date saved
- Editor
- Linked revision note
Illustrative software previewRevision Notes
Add a short note describing what changed between one version and the next.
- Change summary
- Version reference
- Author
- Date
Illustrative software previewReview Deadlines
Record the date a review or approval is needed by and see which documents are approaching or past their date. Deadline organisation is a record-keeping feature: ApproveTrail does not send automatic reminder emails and does not chase reviewers on your behalf.
Upcoming view
See which documents are due next.
Overdue marking
Mark documents that have passed their deadline.
Search & Filters
Document title
Find a document by name in seconds.
Reviewer
List every document a particular reviewer is involved with.
Status
List only under review, changes requested or approved documents.
Deadline
Sort or filter by review deadline.
Category
Group documents by project or category.
Free text
Search comments and descriptions for a keyword.
Approval Summaries
Where the package supports it, summaries help you review approval activity over time.
Approval summary
A summary of completed approvals by period.
Reviewer summary
Totals and involvement per reviewer.
Status summary
How many documents sit in each status.
Export options
Export summaries for your own records.
Summaries are organisational outputs. They do not constitute legal advice, certification or a guarantee of approval.
Team Options
Packages that include multiple users allow a small team to share access to the same document review records.
Shared records
Multiple users can view the same document reviews.
Role-based structure
Some packages include structure for organising reviewers.
Team-wide status
Everyone sees the same approval status for each document.
Ready for a clearer approval process?
Compare the seven ApproveTrail packages and choose the level that matches your reviewers, document volume and approval requirements.