Before you can use a checklist in an inspection, you need to 'assign' the checklist to the record.

The checklist must be available on your Papertrail account first. If the options that you want don't appear when you try to assign a checklist to a record, please get in contact with us and we can add them for you.


Step by Step

To assign a checklist, navigate to the record or folder of records that you want to use the checklist for.

For a single record, click into the record and then click on Choose Checklists or the + icon.

A list of checklists available on your account will appear in grey boxes beneath. If you have a long list you can start typing a name in the search bar to find it more quickly.

Click on a checklist name to assign it to a record. The checklist name will appear ticked in the list and as a grey box in the checklist field.

If you want to assign a checklist to multiple records, select all the records applicable. Click the ▼ dropdown arrow next to Add X inspections and choose the Checklist option.

In the new window, select Choose Checklists or the + icon and follow the steps as above followed by Save.

In this window you can also remove a checklist from the selected records using the Remove checklists tab on the right. To remove a checklist from a single record, click the X next to the checklist name.

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