A list of your documents
The documents you want to bring into ApproveTrail first.
How it works
From Choosing a Package to Your First Approved Document
The purchase path is deliberately simple: choose, add to cart, review, pay securely, confirm, then receive your setup information.
The Twelve Stages
Choose a Package
Compare users, review limits and document-record limits on the Pricing page.
Add to Cart
Select Add to Cart on the package you want. The header cart shows the item count.
Review Your Cart
Check the package name and the one-time GBP price on the cart page.
Secure Payment
Stripe's embedded payment interface opens inside the checkout page on this website.
Confirmation
The confirmation page verifies the payment with Stripe before showing the result.
Digital Access
Setup or access information is emailed to the address entered at checkout.
Workspace Setup
Add your documents, reviewers and first approval stages using the setup guide.
Invite Reviewers
Share access with the reviewers involved in your first document review.
Request Feedback
Send a document for review and record comments as they arrive.
Track Status
Move the document through review, changes requested and approval stages.
Record Versions
Save revised versions with a short revision note as changes are made.
Ongoing Support
Contact the owner directly with questions about access, capacity or configuration.
Inside the Checkout
The checkout is a four-stage journey shown as a progress bar on the cart, checkout and confirmation pages.
- Choose a package — pricing cards add the package to your cart.
- Review your cart — confirm the package and the one-time price.
- Secure payment — Stripe's embedded interface loads inside this site.
- Confirmation — the payment is verified with Stripe and confirmed.
Package prices are held in a server-side catalogue in GBP. Anything stored in your browser is used for display only and is ignored when the payment session is created.
- 1Choose a package
- 2Review your cart
- 3Secure payment
- 4Confirmation
What Stripe handles
Card fields, wallets and any additional payment methods enabled on the Stripe account are rendered and processed by Stripe. ApproveTrail does not build its own card form and does not directly store complete payment-card details.
What to Prepare Before You Start
Your reviewers
The names and email addresses of the people who will review documents.
Your approval stages
A rough sense of the stages a document should move through.
Any existing revision notes
Notes from past versions that are worth carrying forward.
After Payment
Payment verified
The confirmation page asks the server to retrieve the Stripe session and check the amount, currency, status and package.
Order reference
You receive an order reference on screen and a Stripe receipt may be sent separately.
Package reviewed
The selected package is reviewed against the details you entered at checkout.
Access issued
Digital access, setup or onboarding information is sent to your checkout email address.
Setting Up Your Workspace
1. Add your documents
Create document records with titles, owners and categories.
2. Add your reviewers
Record the people who will be reviewing your documents.
3. Set approval stages
Decide the stages a document should pass through before approval.
4. Send your first review
Choose a document, add reviewers and set a deadline.
5. Track feedback
Record comments and requested changes as they arrive.
6. Review summaries
Check approval summaries where your package supports it.
Ready for a clearer approval process?
Compare the seven ApproveTrail packages and choose the level that matches your reviewers, document volume and approval requirements.