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.
Document review & approval software · One-time packages · Digital delivery
Help
Practical guidance for buying a package, receiving access and setting up your approval workspace.
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.
Use an email address you check regularly. All access and setup information is sent there after payment is confirmed.
Keep the order reference shown on the confirmation page. Quote it in any support email.
Most people can add their first document and reviewer within an hour of receiving access.
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.
Create a record for each document with a clear title, category and current status so it can be found quickly later.
Record the people who need to review or approve each document, including which stage they are responsible for.
Where your package includes deadline tracking, add a target date for each active review so nothing is left open indefinitely.
Update a document's status as feedback is given and revisions are made, keeping the record aligned with reality.
Once a document is marked Approved, archive it so it stops counting towards your active-review limit.
Refresh the page and try again. If the problem continues, note the error code shown on screen and email it to us.
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.
Check your spam or promotions folder first, then contact us with your order reference so it can be resent.
Contact us with your current package and what you now need. Additional users or capacity may require a separate quotation.
Email us from the address you want to use, quoting the order reference from your confirmation page.
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.
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.
Compare the seven ApproveTrail packages and choose the level that matches your reviewers, document volume and approval requirements.