Import your existing checks into Trail

Upload your paperwork and quickly digitise paper processes

Tilly James avatar
Written by Tilly James
Updated over a week ago


Best Practice Templates

Trail customers have created 13 million tasks to date. After a thorough analysis of this data, we have developed a set of best practice templates which you'll find on your task planner.

Free Import Service

Once you've reviewed the best practice templates, there may still be additional content you'd like digitised. That's where Trail's free import service comes in.

As part of the service, we'll also review the tasks for structure and suitability on Trail and let you know if anything is unsuitable or needs further discussion.

  • Max number of documents: 10

  • Max file size: 10mb

  • Supported formats:  PDF, Word, Excel, Image

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