You can use the Papertrail sort function to organise your list of records by different headings, which makes it easier to identify and compare records. You can sort the records according to any of the column headings, for instance by serial number or by date of retirement.
You may want to switch to Record view instead of Folder view to see records across more than one folder.
There are two way to sort records. The first is by simply clicking on the column heading that you want to order the records by. Clicking once will sort them ascending A-Z or 1-9, and clicking again will sort them descending Z-A or 9-1. You can see which heading the records are currently sorted by because a little triangle will appear next to it, either in an up or down position.
The second is using the more advanced sort icon, which can be found in the top right corner next to the star and column icons.
This gives you the option to sort by more than one column heading, for instance ascending by Name and then descending by Date of Manufacture.
You can change the order of which column headings to sort by clicking on the three vertical dots next to the heading number and dragging it up or down. Click on the X to remove a heading. You can add more headings from the Add column to sort dropdown list beneath and assign them an order number at this stage too.
N.B. The list will only give options for the columns currently displayed in your record/folder view. If you add more columns to your view, you will have more options to sort your records with.
See related articles:
- Deleting a folder that holds archived records
- How do I print multiple record details?
- How to edit a record
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