DocTrail / features

Everything you need to keep documents moving.

Register, route, track, alert and report without losing the trail.

Register & identify

Register internal and external documents with a unique reference. Print a cover sheet for paper. Search by reference, subject, sender, type, date or status.

Register a document →
DOCUMENT TRAIL
DocTrailFILE COVER SHEET

DT-2026-001842

Contract renewal request

Document type
Letter
From
Northgate Supplies Ltd
Registered
28/09/2026
Priority
Normal
Department
Legal
Due
Wed 16:00
Open demo document DT-2026-001842
Scan to open this file.

Keep this sheet on the front of the file.

Scan → check → confirm receipt
Movement record
DeskDate receivedReceived by / signature / note
 
 
 
 
If found, return to Records Desk. Use a continuation sheet when this record is full.
DocTrail ✓DT-2026-001842With LegalB. DanjumaReceived Mon 10:20
Time held2d 1h 40m
Due Wed 16:00Due Soon
Register · Records Desk
Forward · Legal
Receive · Legal
View full trail →

Route & receive

Send to a department or person. Confirm receipt before custody changes. Return, re-route or hold a document. Receive from a phone.

Follow a handover →
DocTrailAdministration inbox
DT-2026-001834

Vendor invoice for generator servicing · 26

DOC
Memo

Digital upload

Sent toAdministrationHeld 0m
  1. Register · Records Desk
  2. Forward · Administration
Open document →

Watch & alert

Set processing time by document type, workflow or department. See time held per department. Automatic due-soon and overdue alerts notify the right people, with supervisor escalation.

Open alerts →
DocTrail ✓DT-2026-001842With LegalB. DanjumaReceived Mon 10:20
Time held2d 1h 40m
Due Wed 16:00Due Soon
Register · Records Desk
Forward · Legal
Receive · Legal
View full trail →

Report & review

Review document volume, processing time by department, bottlenecks and the longest outstanding work. Keep the complete trail, with limited external status where allowed.

View reports →

Where documents are waiting longest

DepartmentActiveLongest waitAverage handling
Procurement24d 8h 0m1d 10h 30m
Finance44d 7h 0m1d 4h 50m
Legal54d 6h 0m1d 16h 31m
Records Desk104d 5h 0m5h 39m

Automatic alerts notify the right supervisor when a document is due soon or overdue.

More capabilities

Search

Find a reference, subject, sender, department or date.

External tracking

Reference and access code show only the approved public status.

Configuration

Manage departments, document types, turnaround rules and roles.

Attachments

Keep file versions, notes and event history on the same record.

See the whole trail.

Follow one document from registration to completion, then explore the system on your own.

Control who can see what →

See it in action →