Papertrail

How can I perform bulk actions or adjust settings for multiple records or folders in Papertrail?

Why can't I see certain records in Papertrail?

Adam Belmo

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 📱

Vicki

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

Can I transfer records from one account to another?

This help article walks you through attaching one or more files (for example a PDF) to up to 50 records at once.

⬆️ How to upload files to multiple records (step-by-step)

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 achive (retire) 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How to find a record that's been archived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

Michael Butler

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 📱

This guide for Papertrail account administrators explains how to use the State Manager tool. It provides a step-by-step breakdown of how to create, edit, reorder, and delete custom inspection states…

✅ A Guide to Inspection States: How to Use the State Manager Tool

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

Sometimes you can’t finish an inspection in one go. Whether you're interrupted on-site or need to double-check a detail later, the Papertrail mobile app allows you to save your progress…

Create and Manage Draft Inspections Mobile 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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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