Please note - This feature will only work when the mobile app is online

There are two options when adding a new item to your Papertrail account: creating a record manually or importing a record directly from the Product Directory.

Video

Step by Step

To create a record using the mobile app, first ensure you are online. Select the Folders tab from the panel.

Select the folder you wish to create a record in.

This will open the folder and you can now select the three dots in the top right corner of your device.

Click Add record.

Enter the basic details of the record:

  • Name of your record

  • Current state

  • Inspection frequency

  • Quantity (the number of similar records you want to create, e.g. if you have 10 of the same karabiners)

Once you've done this, click Create in the top right corner of your device.

You may want to add more details to the record such as serial number, date of manufacturer etc. To learn how to edit a record in the mobile app, click here.

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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

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