Document review & approval software · One-time packages · Digital delivery

ApproveTrail

Help

Support & Setup Guidance

Practical guidance for buying a package, receiving access and setting up your approval workspace.

Getting Started

Before you buy

Note how many people need access, how many documents you review regularly and roughly how many reviews are active at any one time. Those numbers point to the right package.

Completing checkout

Use an email address you check regularly. All access and setup information is sent there after payment is confirmed.

After payment

Keep the order reference shown on the confirmation page. Quote it in any support email.

Setting Up Your Review Workspace

Most people can add their first document and reviewer within an hour of receiving access.

  1. Define your approval stages

    Decide which statuses your documents need to pass through, using Draft, Ready for Review, Under Review, Changes Requested, Revised, Awaiting Approval, Approved and Archived as your starting point.

  2. Add your documents

    Create a record for each document with a clear title, category and current status so it can be found quickly later.

  3. Add your reviewers

    Record the people who need to review or approve each document, including which stage they are responsible for.

  4. Set review deadlines

    Where your package includes deadline tracking, add a target date for each active review so nothing is left open indefinitely.

  5. Move documents through statuses

    Update a document's status as feedback is given and revisions are made, keeping the record aligned with reality.

  6. Archive once approved

    Once a document is marked Approved, archive it so it stops counting towards your active-review limit.

Common Questions

Checkout will not start

Refresh the page and try again. If the problem continues, note the error code shown on screen and email it to us.

The confirmation page cannot verify my payment

Wait a moment and refresh. If it still fails and money has left your account, email hello@approvetrail.co.uk with the date and amount.

I have not received my access email

Check your spam or promotions folder first, then contact us with your order reference so it can be resent.

I need more users or review capacity

Contact us with your current package and what you now need. Additional users or capacity may require a separate quotation.

I entered the wrong email at checkout

Email us from the address you want to use, quoting the order reference from your confirmation page.

My cart looks empty

The cart is stored in your own browser. Using private browsing, clearing site data or switching device will empty it. Add the package again from the Pricing page.

Contact Support

Email hello@approvetrail.co.uk or call +44 7350 230388. Enquiries are normally reviewed within one business day.

ApproveTrail is independently owned and operated by Tilak Giri as a sole trader in the United Kingdom.

Ready for a clearer approval process?

Compare the seven ApproveTrail packages and choose the level that matches your reviewers, document volume and approval requirements.

View Packages Contact ApproveTrail