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 a record

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 note to a record

Written by Chris Tanner
Updated over a week ago

Add a quantity to a record

Written by Chris Tanner
Updated over a week ago

How to add a document or file to a record

Written by Chris Tanner
Updated over a week ago

Display a thumbnail image of 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 Chris Tanner
Updated over a week ago

How can I set a retirement date for records in my Papertrail account?

Written by Chris Tanner
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

Retrieving an archived item (edit permission needed)

How to 'revert' an inspection or comment added to a record

Written by Chris Tanner
Updated over a week ago

How to delete records in Papertrail

Written by Chris Tanner
Updated over a week ago

How to add an inspection to a single record

Using the web app on your computer

Written by Chris Tanner
Updated over a week ago

Add a single record inspection using the mobile app

Written by Chris Tanner
Updated over a week ago

How to add inspections to multiple records

Save time and inspect a whole folder of records at once

Written by Chris Tanner
Updated over a week ago

Adding Multiple Inspections on the Mobile App

How to add an inspection to multiple records at the same time

Written by Chris Tanner
Updated over a week ago

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

Written by Chris Tanner
Updated over a week ago

How to add a photo/file to an inspection

Upload a photo to an inspection or to a note from your mobile or saved photo library

Written by Chris Tanner
Updated over a week ago