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Paper Trail

Why Paper Trail

Attachments

Paper Trail offers a variety of ways to attach and connect PDF and Microsoft® Office documents to workbooks in Wdesk.

Requests

Request that users attach documents to specific portions of your workbooks. Attached documents flow directly back to the place where the request was made.

Substantiation

View and validate attached documents. Ensure documentation matches source documents before passing along to stakeholders.

Exporting

Package and export your original source documents along with attachments. Wdesk generates a convenient ZIP file for safekeeping or distribution.

Paper Trail Feature Tour

Attaching documents

Attach documents on a cell by cell basis


Create placeholders to request where attachments are needed


Drag and drop from your desktop to attach documents to cells in a workbook

Requesting attachments

Request an attachment from another user


User receives an email with the request and uploads the attachment directly to the cell

Markup

Markup any uploaded attachments in the Wdesk viewer


Create markups with a tool that supports general shapes and text narrative to highlight key attributes

Exporting

Wdesk and attached documents export as ZIP files


Wdesk documents are exported as PDF documents


Attached files are exported as Microsoft Word®, Excel®, PDF, etc.

How Our Customers Use Paper Trail

 
SOX Evidence Management

SOX Evidence Management

A single environment for the collection, annotation, and review of evidence.

Learn More About Evidence Management
 
 
Support Binders

Support Binders

Create digital support binders to keep supporting documents and annotations inline with your reports, making it easy to maintain, organize, share, and archive.

Learn More About Support Binders
 

Experience Paper Trail Today

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