Records and Inspections

How to create or add a record on the web app

Add your inventory manually on the web app

Written by Vicki Jones
Updated over a week ago

How to create or add a record on the mobile app

Add your inventory manually on the mobile app

Written by Charlotte Cannon
Updated over a week ago

How to clone a record on the web app

Duplicate a single or multiple records using the web application

Written by Charlotte Cannon
Updated over a week ago

How to clone a record on the mobile app

Duplicate a single or multiple records using the mobile app

Written by Charlotte Cannon
Updated over a week ago

How to edit records on the web app

Editing fields on single and multiple records on the web application

Written by Charlotte Cannon
Updated over a week ago

How to edit a record on the mobile app

Editing fields on single and multiple records on the mobile application

Written by Vicki Jones
Updated over a week ago

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

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

Written by Charlotte Cannon
Updated over a week ago

How to choose the thumbnail image of a record

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

Written by Iain Brydon
Updated over a week ago

How to add a quantity to a record

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

Written by Iain Brydon
Updated over a week ago

How to add a note to a record

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

Written by Charlotte Cannon
Updated over a week ago

Inspection frequencies and reminders explained

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

Written by Charlotte Cannon
Updated over a week ago

Can I have a custom state or frequency?

Adding custom states and frequencies to your account

Written by Charlotte Cannon
Updated over a week ago

How to set a retirement date for your records

Add a retirement date to your records

Written by Iain Brydon
Updated over a week ago

How to revert an action

Revering or undoing an action on a record

Written by Charlotte Cannon
Updated over a week ago

How to retire (archive) a record

How to hide records with inspection history in your account

Written by Vicki Jones
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How to find a record that's been archived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 Vicki Jones
Updated over a week ago

How to un-archive a record

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

Written by Charlotte Cannon
Updated over a week ago

How to delete records in Papertrail

Delete a record without inspection history

Written by Iain Brydon
Updated over a week ago

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

Inspect single and multiple records on the web application

Written by Charlotte Cannon
Updated over a week ago

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

Inspect single and multiple records on the mobile application

Written by Charlotte Cannon
Updated over a week ago