How to create or add a record to your account

Upload a piece of equipment or other item manually

Written by Chris Tanner
Updated over a week ago

How to create or add a record on the mobile app

Written by Richard Mostyn
Updated over a week ago

How to clone (duplicate) a record

Written by Chris Tanner
Updated over a week ago

How to clone a record using the mobile app

Written by Richard Mostyn
Updated over a week ago

How to edit records

Editing fields on single and multiple records

Written by Chris Tanner
Updated over a week ago

How to edit a record on the mobile app

Written by Chris Tanner
Updated over a week ago

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

Written by Chris Tanner
Updated over a week ago

How to choose the thumbnail image of a record

Written by Chris Tanner
Updated over a week ago

How to add a quantity to a record

This isn't applicable to most records but is useful for certain types of items

Written by Chris Tanner
Updated over a week ago

How to add a note to a record

Written by Chris Tanner
Updated over a week ago

Inspection frequencies explained

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

Written by Chris Tanner
Updated over a week ago

Can I have a custom state or frequency?

Written by Clare Llywelyn
Updated over a week ago

How to set a retirement date for records

Written by Clare Llywelyn
Updated over a week ago

How to retire (archive) a record

Use this option instead of delete for records with inspection history

Written by Chris Tanner
Updated over a week ago

How to find a record that's been archived

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

Written by Clare Llywelyn
Updated this week

How to un-archive a record

'Revert' a retired inspection on a record to make it active again (edit permission needed)

Written by Chris Tanner
Updated yesterday

How to delete records in Papertrail

Delete a record without inspection history

Written by Clare Llywelyn
Updated yesterday

How to add an inspection to a single record

Written by Chris Tanner
Updated yesterday

How to add an inspection to a single record in the mobile app

Written by Clare Llywelyn
Updated this week

How to inspect multiple records

Save time and inspect a whole folder of records at once

Written by Clare Llywelyn
Updated yesterday

How to inspect multiple records on the mobile app

Written by Chris Tanner
Updated this week

What's the difference between an inspection and a note?

Written by Chris Tanner
Updated this week