Papertrail

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 multiple records at once.

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

Charlotte Ingram

Kelly Sherburn

Vicki

Editing records

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Find answers and get help from Intercom Support and Community Experts

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