The plan that will work best for you or your business depends on the combination of below factors that best apply to you:
|Format of your documents||Quantity of paper docs||Number of people involved||Best plan choice|
|Get or handle almost all of your documents in electronic form||Few or none||You are the only person who can add and manage your documents||Personal Digital Only|
|You an assistant, other colleagues or family members need to be able to add and manage documents||Business Digital Only|
|Get or handle many or most of your documents in paper form||Few||You are the only person who can add and manage your documents||Individual|
|Moderate||You, an assistant, administrator or family member both need to be able to add and manage documents||Assistant|
|Moderate||You and other colleagues and family membersneed to be able to add and manage documents||Small Business|
|Many||You and a number of colleagues need to be able to add and manage documents||Growing Business|
You"ll get maximum functionality from PDF documents. Papertrailer can generate high-enough quality images that allow you greater flexibility in terms of sharing (by sharing only the image previews without providing access to the original document). However, you are welcome to upload other formats, such as Microsoft Word files (DOC or DOCX) Open Office Documents (ODT), or plain text files (TXT). Other file formats such as images (PNG, GIF, JPEG) or archive files are not currently supported.
You may upload files up to 15MB in size.
A multi-user plan and account means that while there is a primary account administrator, that administrator can add other people (family, colleagues, accountants, an assistant, etc.) who will help him/her manage documents on the account. That means that those additional people will be able to email and/or mail in new documents (if applicable for the plan) as well as tag, modify, delete and comment on all documents associated with the account.
We will let you know in advance if you are approaching your plan’s paper upload limit (remember, you get unlimited digital uploads!). If you still go over your limit, your account will simply be upgraded to the next applicable tier. If you are already on the maximum tier (i.e. Assistant or Growing Business plans), we will reach out to you to make custom arrangements that are economical for both you and us.
|Additional administrators you add to the account will be able to:||but they will NOT be able to:|
We go above and beyond to secure you and your documents against hackers and identity thieves:
Digital documents you send to Papertrailer via email or directly upload are never processed or viewed by Papertrailer staff.
Documents you mail-in are received into a locked mailbox, which is only accessible by two Papertrailer employees. It is then transported in a locked vehicle to our secure processing facility in a residential neighborhood, which only Papertrailer staff have access to. The only employees who will ever have access to your mailed-in documents are those who are trained in the upload and privacy policies, and have undergone and passed background checks.
When you send us paper docs, we process and upload them to your Papertrailer mailbox, and will hold them in our locked facility for up to 4 weeks. Within that time, if you want the original back, you can indicate so easily through your mailbox. It will then be included in a return shipment to you (sent at least once per month). If you do not take that action within the 4 weeks, we will assume you no longer want the original (because, hey, now you have a perfectly good electronic copy) and we will cross-cut shred all un-reclaimed paper and responsibly recycle the paper bits. It’s not just the environmentally friendly thing to do, but it’s also the most secure. Having sensitive paper documents lying around can be a huge risk and liability.
Not at all. We have a “read-only” plan that allows people you share documents with to view them (but not add any of their own).