To assist us in getting your data into your Equipment Management account quickly and cleanly, please ensure that you have set up a folder structure within your account.
It is important to think about your account structure to make it as easy as possible for you to find and manage your records. You will need to state which folder each record will sit in if you are filling out the import spreadsheet for your account.
When setting up each account, you will notice that we have provided example folders for you to use. You can add, edit, move, and/or delete these folders to suit your needs.
Here is an example folder structure for the account available on your package:
Equipment Management -
(Top Folder) Harnesses
(Record) CMC Radio Harness
Helmets
Petzl Panga
See related articles:
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.