Papertrail

Single-scan and multi-scan in the mobile app

How to scan NFC tags to search for records

How to add NFC tags to records

Vicki

Kelly Sherburn

Charlotte Ingram

Records and Inspections

Add your inventory manually on the web app

How to create or add a record on the web app 💻

Add identifiers to multiple assets quickly in Papertrail

How to bulk add identifiers to your assets

Add your inventory manually on the mobile app

How to create or add a record on the mobile app 📱

Duplicate a single or multiple records using the web application

How to clone a record on the web app 💻

Duplicate a single or multiple records using the mobile app

How to clone a record on the mobile app 📱

Adding records

Editing fields on single and multiple records on the web application

How to edit records on the web app 💻

Editing fields on single and multiple records on the mobile application

How to edit a record on the mobile app 📱

How to add uploads to single and multiple records in the web and mobile application

How to add a photo, document or file to a record

How to choose the thumbnail of a record in the web app

How to choose the thumbnail image of a record

When you don't need an individual record for grouped items

How to add a quantity to a record

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

How to add a note to a record

When will Papertrail send me reminders and notifications that a record is due?

Inspection frequencies and reminders explained

Adding custom states and frequencies to your account

Can I have a custom state or frequency?

Can I transfer records from one account to another?

Editing records

How to set a retirement date for your records

Revering or undoing an action on a record

How to revert an action

How to hide records with inspection history in your account

How to retire (archive) a record

You know it's somewhere in your account, but it's not coming up in search

How to find a record that's been archived

'Revert' a retired inspection on a record to make it active again

How to un-archive a record

Delete a record without inspection history

How to delete records in Papertrail

Andy Binns

Archiving and deleting records

Inspect single and multiple records on the web application

How to add an inspection to your records on the web app 💻

How to sync your Papertrail inspection schedule with your calendar?

Inspect single and multiple records on the mobile application

How to add an inspection to your records on the mobile app 📱

How to create new inspection states with State Manager

How to create new inspection schedules on your account

How to edit an inspection on a record in the web app 💻

Inspections

Want to see Papertrail in action? Book a personal demonstration

Find answers and get help from Intercom Support and Community Experts

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