Help Center

Documentation built
for the jobsite.

Guides, tutorials, and field-tested practices for running projects on PaprTrail.

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01

01 — Guides

Start with the fundamentals.

Six areas cover the platform end to end, from standing up a project to understanding how its data is protected.

Getting Started

Set up your account and stand up a first project in minutes.

Managing Projects

Create projects, organize teams, and collaborate across the field and office.

Email Management

Capture, thread, and track every project communication in one record.

Issuing Notices

Draft and send defensible notices with AI assistance and saved templates.

Billing & Subscriptions

Manage your plan, update payment methods, and review billing history.

Security & Privacy

Understand how project data is isolated, encrypted, and audited.

02

02 — Step-by-step

Four workflows, start to finish.

The tasks teams run most often, each broken into the exact sequence to follow.

Projects

Creating your first project

  1. 01Sign in to your PaprTrail account
  2. 02Select New Project from the dashboard
  3. 03Enter the project name, location, and details
  4. 04Add team members, or start solo
  5. 05Configure the project email forwarding address
  6. 06Begin managing the project record

Email

Tracking email communications

  1. 01Open the project
  2. 02Go to Email & Communications
  3. 03Forward project email to the project address
  4. 04Messages appear automatically, grouped into threads
  5. 05Open any message to read the full conversation history
  6. 06Add notes or tags to keep the record organized

Notices

Drafting a notice

  1. 01Go to Notices within the project
  2. 02Select New Notice
  3. 03Choose the notice type — RFI, change order, stop work, and others
  4. 04Use the AI assistant to draft from the email context
  5. 05Review and edit the draft
  6. 06Add recipients and send

Teams

Managing team members

  1. 01Open project settings
  2. 02Go to Team Members
  3. 03Select Invite Team Member
  4. 04Enter email addresses and choose a permission level
  5. 05Each member receives an invitation by email
  6. 06Adjust roles from this page at any time
03

03 — Best practices

Habits that hold up under scrutiny.

A complete record is built day to day, not assembled after a dispute starts.

Email discipline

Establish one consistent forwarding process. Clear subject lines with project identifiers keep threads attributable months later.

Team communication

Share key notices and email with everyone who carries risk on the project, so nobody learns about an issue after it escalates.

Document management

Keep contracts, change orders, and notices in the project record rather than scattered inboxes and drives.

Notice timing

Send notices promptly when an issue surfaces, and document the rationale — timing is often the whole argument.

Subcontractor records

Track commitments, deadlines, and payment schedules alongside the communications that created them.

Regular review

Review project communications weekly. Trends surface long before they become claims.

The Underlying Idea

The record is the deliverable.

Claims are won and lost on documentation. PaprTrail exists so the trail is complete before anyone needs it — every email threaded, every notice timestamped, every decision attributable. Use these guides to make that the default on your projects rather than a scramble at closeout.

Not covered in these guides?

Check the FAQ for quick answers, or email support and we'll respond within 24 hours.

View FAQsupport@paprtrail.io