If you are carrying out some account 'housekeeping' you may be looking at rearranging and sorting your folder structure out or you may want to delete a folder completely.

If this is the case, it is possible that you will find an 'empty' folder that should be able to be deleted but this option is 'greyed' out and unavailable. Essentially this is telling you that the folder is only 'empty' of live records and there are 'historical' archived records that need this folder as their 'parent'. (Remember - Papertrail doesn't allow records with any inspection history or notes to be deleted, so the easiest way to check this is by clicking on the Archive filter on your dashboard, if there are any archived records inside they will be displayed in the filter).

All is not lost however, if you really want to remove the folder you can carry out the following actions to resolve the issue.

Firstly, create a new 'Top Level Folder' and name it something pertinent for the task and if necessary put an explanation comment into the description box:

Next, you need to search the Archived filter to find and select the archive record(s) you want to move into this new folder.  You can find out how to move records by clicking here (it's the same action to move live and archived records from one folder to another):

It should look something like this:

In this example I am going to move a record that is in 'Facilities' - 'Construction Site Audits'.

Once the record(s) have been moved to the new parent folder, the option for you to delete this folder will become active (click here to see how this can now be done).

Managers should think about if they want or need their users to see or have access to this new folder.  If you do, you need to ensure it is selected for them in their 'Permissions and Privileges'.  If you are not sure how to do this click here to see an article that will help you out.

If all else fails and you still can't carry out this action please use the 'Big Green Button' to let us know and we will try to help you out.

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