You can move a record between different folders and now between different accounts in Papertrail. This is helpful 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 that contains the record/s you want to move. 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 account and folder for the records. You can select a sub-folder by clicking on the small arrow adjacent to the folder name to expand the sub-folder menu.

Click Save.

You can check that the record/s have moved by navigating to the new destination folder, or click on the Dashboard tab of the selected account to see the action in recent activities.

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.