Documentation

ApprovalTrail documentation

How to send a proof, how the record is built, what the plugin stores and for how long, and every hook and REST route it exposes.

Browse by section

  • Getting started

    Install the plugin, send your first proof, and see the decision land on the order.

  • Sending and deciding

    How a proof reaches the customer and what happens to each possible answer.

  • Production lock

    Which statuses are guarded, how the hold shows on the order, and how to override it.

  • The approval record

    What is written, how the chain is built, and what the record does and does not assert.

  • Files, previews and retention

    Where masters are stored, how previews are generated, and how long anything is kept.

  • Admin screens

    A tour of the order panel, the proofs list and everything on them.

  • Settings

    Every setting, what it changes, and what it is set to out of the box.

  • Shortcodes and blocks

    Placing approval status and proof output in your own pages and templates.

  • Hooks

    The public action and filter surface, with signatures and when each fires.

  • REST API

    Routes, authentication, permissions and response shapes.

  • Privacy and data

    What personal data is stored, why, for how long, and how to export or erase it.

  • The licensed build

    Installing the paid build, activating a license, and what happens if it lapses.

  • Troubleshooting

    Emails not arriving, links expiring early, previews missing, orders stuck on hold.

  • Full documentation index

    Every page in one list, if you would rather scan than search.

Still stuck?

Email us and a person reads it. Tell us your WordPress and WooCommerce versions, what you expected, and what happened instead — that is usually enough to answer in one reply.

Support and contact

Last updated August 15, 2026