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Records and Inspections
Records and Inspections
20 articles in this collection
Written by
Charlotte Cannon,
Vicki Jones,
and
Iain Brydon
Adding records
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
Editing records
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
Archiving and deleting records
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
Inspections
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