How to add a note to a record

How to add a note to single or multiple records in the web and mobile app

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

There may be times when you might want to make a note in Papertrail, but you don't want to inspect the record. The best way to do this is by adding a note. This will not affect the next inspection date or inspection state of your record.

Web App

Step by step

First, select the record/s you want to add a note to using the Tick Box.

Click on the ▼ dropdown arrow next to Add X Inspections.

Click Add note. Here you can add comments and uploads, such as photos or documents.

If you want to add the same comment to all selected records, click on the Blue Down Arrow next to the Comments heading. This will copy the comment down to all the records below.

Once you have finished, click Save.

Mobile app

Step by step

If you want to add a note to a single record, click into the record and click on the + in the top right corner. Click Add Note.

If you want to add a note to multiple records, select the records using the Circle icon, to the left of the records, and click Add Note at the bottom of the screen.

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