DocTrail / how it works

Every handover. One clear trail.

From the first record to the final decision.

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
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01 / 05

Register

Record a letter or create an internal document. DocTrail gives it one reference. Print a cover sheet for paper; upload a file for digital.

02 / 05

Send

Choose a department and, if needed, a named person. The trail records who sent it and when.

03 / 05

Receive

Scan the cover sheet or open the digital record. Check the destination, then Confirm receipt. Only confirmation starts the receiving desk’s clock.

ScanValidateConfirm receipt
04 / 05

Watch

See who has it, how long it has been there and when it is due. Alerts highlight work that needs attention.

05 / 05

Complete

Close the work. Every handover, note and attachment stays on the same record for review.

See the whole trail.

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

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