You can move a record between different folders in your Papertrail account - handy if an item of equipment is assigned to a new location, department or member of staff (depending on how your folders are set up).
Navigate to the folder where the records are currently located and select which records you want to move by clicking the small square buttons to the left of them. Once you have selected the records, click on the ▼ drop down arrow next to Add X inspections and then click Move.
This will open a window where you can select the destination folder for the records. You can display and select a sub-folder by clicking on the small arrow adjacent to the folder name to expand the sub-folder menu.
Click Save to complete the action and check to confirm everything is where you want it to be.
Moving a record between folders in the mobile app is similar. Click into the folder where the records currently are and select the ones you want to move using the small circles to the left of the record names.
Then click on the ... three dots in the upper right corner and choose Move Selected. You can now click on the folder or sub-folder you want them to move to.
Once you have chosen the destination folder, click the green Select Folder button to complete the move. The record may take a few seconds to disappear from the screen.
You can check that it has moved by navigating to the new destination folder, or click on the Dashboard tab to see the action in recent activities.
See related articles:
- How to move a folder within my account (video)
- How to retire (archive) a record
- Create folders and sub-folders in your Papertrail account
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