Papertrail

📁 How to create a new folder or sub-folder on the web app 💻

📁 How to create a new folder or sub-folder on the mobile app 📱

Rearrange your folders, or nest one folder under another folder

📁 How to move a folder within my account

How to edit an existing folder in the web and mobile app

📁 How to edit a folder

How to delete an empty folder with no records or sub-folders

📁 ❌ How to delete a folder

📁 ❌ How to delete a folder that holds archived records

How to move records in the web and mobile application

📁 ➡️ 📁 How to move a record from one folder to another

Can I see more than 50 records per page at once on the Web app?

Why can't I see or select more than 50 records at once?

Change who can see which folders in your account

📁🔓 How to set user access permissions for folders

Charlotte Ingram

Folders

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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.

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

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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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