For Papertrail users with more than one account in their subscription (for example, different site locations or departments), you may find yourself in a situation where you need records transferring from one account to another. This preserves the inspection history of the items and saves time creating new records.
This isn't something yet that a Papertrail user can do themselves, but it is possible for one of the Customer Support Team to do this for you. Please don't hesitate to get in touch with us using the contact details below and we can talk through the process with you.
We'll need basic details such as the name of the records or folders you want transferring and which account they are going from and to. It might be helpful to put all the records into a separate folder called "To be transferred" or similar.
Once we've got these details we can transfer them for you and they will appear in their new account in an automatically generated folder called "Transferred from [previous account name]".
See related articles:
- How to move a record from one folder to another
- How to clone (duplicate) a record
- How to delete a folder (that may contain archived records)
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 791270 or at firstname.lastname@example.org.