# Papertrail Help Center > Help center for Papertrail ## Getting Started - [How to create a new Papertrail subscription](https://help.papertrail.io/en/articles/2604934-how-to-create-a-new-papertrail-subscription.md): Try for free or speak to one of our Product Specialists - [πŸ” How to Login to your account with Single Sign-On \(SSO\)](https://help.papertrail.io/en/articles/6941289-how-to-login-to-your-account-with-single-sign-on-sso.md): Log in quicker by using Microsoft or Google Single Sign-On - [πŸ“© How to accept an invite to Papertrail](https://help.papertrail.io/en/articles/800117-how-to-accept-an-invite-to-papertrail.md): Register your details to get access or accept an invite to another account - [How do I download my free mobile app?πŸ“±](https://help.papertrail.io/en/articles/356337-how-do-i-download-my-free-mobile-app.md) - [How to organise your record management system](https://help.papertrail.io/en/articles/5898246-how-to-organise-your-record-management-system.md): Set up a folder structure for your equipment and other records - [The Papertrail Dashboard: an introduction](https://help.papertrail.io/en/articles/3629548-the-papertrail-dashboard-an-introduction.md): Learn about our Filter, Recent Activities and Future Inspection widgets - [How to import your data using the Import Tool](https://help.papertrail.io/en/articles/12117768-how-to-import-your-data-using-the-import-tool.md): The Data Import Tool makes it easy to upload your assets and safety equipment records into Papertrail in bulk. - [⬆️ Upload your existing records to Papertrail from a spreadsheet](https://help.papertrail.io/en/articles/356305-upload-your-existing-records-to-papertrail-from-a-spreadsheet.md): Import your existing records from a spreadsheet - [πŸ—„οΈ How to structure your folders within your account - Compliance Management](https://help.papertrail.io/en/articles/5898643-how-to-structure-your-folders-within-your-account-compliance-management.md): How to set up your folder structure for your Compliance Management accounts - [πŸ—„οΈ How to structure your folders within your account - Risk Management](https://help.papertrail.io/en/articles/5898797-how-to-structure-your-folders-within-your-account-risk-management.md): How to set up your folder structure for your Risk Management accounts - [πŸ—„οΈ How to structure your folders within your account - Equipment Management](https://help.papertrail.io/en/articles/5898628-how-to-structure-your-folders-within-your-account-equipment-management.md): How to set up your folder structure for your Equipment Management account - [What browsers does Papertrail support?](https://help.papertrail.io/en/articles/5833511-what-browsers-does-papertrail-support.md): What web browsers work best with Papertrail? - [How to ensure the mobile app is syncing πŸ“±](https://help.papertrail.io/en/articles/3629528-how-to-ensure-the-mobile-app-is-syncing.md): Force sync the mobile app - [Papertrail terminology explained](https://help.papertrail.io/en/articles/3878661-papertrail-terminology-explained.md): A glossary of our commonly used terms. - [❓ Frequently Asked Questions](https://help.papertrail.io/en/articles/3629556-frequently-asked-questions.md): To see the full article for the FAQ, click on the link underneath each one ## Records and Inspections - [How can I perform bulk actions or adjust settings for multiple records or folders in Papertrail?](https://help.papertrail.io/en/articles/15059318-how-can-i-perform-bulk-actions-or-adjust-settings-for-multiple-records-or-folders-in-papertrail.md) - [Why can't I see certain records in Papertrail?](https://help.papertrail.io/en/articles/15059309-why-can-t-i-see-certain-records-in-papertrail.md) - [How to bulk add identifiers to your assets](https://help.papertrail.io/en/articles/6976389-how-to-bulk-add-identifiers-to-your-assets.md): Add identifiers to multiple assets quickly in Papertrail - [How to create or add a record on the web app πŸ’»](https://help.papertrail.io/en/articles/356364-how-to-create-or-add-a-record-on-the-web-app.md): Add your inventory manually on the web app - [How to create or add a record on the mobile app πŸ“±](https://help.papertrail.io/en/articles/2073979-how-to-create-or-add-a-record-on-the-mobile-app.md): Add your inventory manually on the mobile app - [How to clone a record on the web app πŸ’»](https://help.papertrail.io/en/articles/2406970-how-to-clone-a-record-on-the-web-app.md): Duplicate a single or multiple records using the web application - [How to clone a record on the mobile app πŸ“±](https://help.papertrail.io/en/articles/2074086-how-to-clone-a-record-on-the-mobile-app.md): Duplicate a single or multiple records using the mobile app - [How to edit records on the web app πŸ’»](https://help.papertrail.io/en/articles/356334-how-to-edit-records-on-the-web-app.md): Editing fields on single and multiple records on the web application - [How to edit a record on the mobile app πŸ“±](https://help.papertrail.io/en/articles/583708-how-to-edit-a-record-on-the-mobile-app.md): Editing fields on single and multiple records on the mobile application - [How to add a photo, document or file to a record](https://help.papertrail.io/en/articles/356405-how-to-add-a-photo-document-or-file-to-a-record.md): How to add uploads to single and multiple records in the web and mobile application - [How to choose the thumbnail image of a record](https://help.papertrail.io/en/articles/356392-how-to-choose-the-thumbnail-image-of-a-record.md): How to choose the thumbnail of a record in the web app - [How to add a quantity to a record](https://help.papertrail.io/en/articles/356358-how-to-add-a-quantity-to-a-record.md): When you don't need an individual record for grouped items - [How to add a note to a record](https://help.papertrail.io/en/articles/356396-how-to-add-a-note-to-a-record.md): How to add a note to single or multiple records in the web and mobile app - [Can I transfer records from one account to another?](https://help.papertrail.io/en/articles/8047097-can-i-transfer-records-from-one-account-to-another.md) - [⬆️ How to upload files to multiple records \(step-by-step\)](https://help.papertrail.io/en/articles/12587294-how-to-upload-files-to-multiple-records-step-by-step.md): This help article walks you through attaching one or more files \(for example a PDF\) to up to 50 records at once. - [How to set a retirement date for your records](https://help.papertrail.io/en/articles/356370-how-to-set-a-retirement-date-for-your-records.md): Add a retirement date to your records - [How to revert an action](https://help.papertrail.io/en/articles/5271315-how-to-revert-an-action.md): Revering or undoing an action on a record - [πŸ—„οΈ How to achive \(retire\) a record](https://help.papertrail.io/en/articles/356390-how-to-achive-retire-a-record.md): How to hide records with inspection history in your account - [How to find a record that's been archived](https://help.papertrail.io/en/articles/3387173-how-to-find-a-record-that-s-been-archived.md): You know it's somewhere in your account, but it's not coming up in search - [↩️ How to un-archive a record](https://help.papertrail.io/en/articles/356313-how-to-un-archive-a-record.md): 'Revert' a retired inspection on a record to make it active again - [❌ How to delete records in Papertrail](https://help.papertrail.io/en/articles/3448816-how-to-delete-records-in-papertrail.md): Delete a record without inspection history - [How to add an inspection to your records on the web app πŸ’»](https://help.papertrail.io/en/articles/584618-how-to-add-an-inspection-to-your-records-on-the-web-app.md): Inspect single and multiple records on the web application - [How to sync your Papertrail inspection schedule with your calendar?](https://help.papertrail.io/en/articles/6816113-how-to-sync-your-papertrail-inspection-schedule-with-your-calendar.md): How to use our Calendar integration - [How to add an inspection to your records on the mobile app πŸ“±](https://help.papertrail.io/en/articles/3440055-how-to-add-an-inspection-to-your-records-on-the-mobile-app.md): Inspect single and multiple records on the mobile application - [βœ… A Guide to Inspection States: How to Use the State Manager Tool](https://help.papertrail.io/en/articles/8123814-a-guide-to-inspection-states-how-to-use-the-state-manager-tool.md): 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 state... - [How to edit an inspection on a record in the web app πŸ’»](https://help.papertrail.io/en/articles/9083135-how-to-edit-an-inspection-on-a-record-in-the-web-app.md): Edit and amend equipment inspections - [Create and Manage Draft Inspections Mobile App πŸ“πŸ“±](https://help.papertrail.io/en/articles/13744801-create-and-manage-draft-inspections-mobile-app.md): 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 without sub... ## Folders, Filters and Tagging - [πŸ“‹ Using Collections to Perform Actions on Records Across Different Folders](https://help.papertrail.io/en/articles/7843883-using-collections-to-perform-actions-on-records-across-different-folders.md): Perform actions on records from different folders - [How to create new filters on your account](https://help.papertrail.io/en/articles/8115805-how-to-create-new-filters-on-your-account.md): Getting started with filter manager - [πŸ“ How to create a new folder or sub-folder on the web app πŸ’»](https://help.papertrail.io/en/articles/356311-how-to-create-a-new-folder-or-sub-folder-on-the-web-app.md) - [πŸ“ How to create a new folder or sub-folder on the mobile app πŸ“±](https://help.papertrail.io/en/articles/2073960-how-to-create-a-new-folder-or-sub-folder-on-the-mobile-app.md) - [πŸ“ How to move a folder within my account](https://help.papertrail.io/en/articles/356369-how-to-move-a-folder-within-my-account.md): Rearrange your folders, or nest one folder under another folder - [πŸ“ How to edit a folder](https://help.papertrail.io/en/articles/356380-how-to-edit-a-folder.md): How to edit an existing folder in the web and mobile app - [πŸ“ ❌ How to delete a folder](https://help.papertrail.io/en/articles/3504719-how-to-delete-a-folder.md): How to delete an empty folder with no records or sub-folders - [πŸ“ ❌ How to delete a folder that holds archived records](https://help.papertrail.io/en/articles/3504726-how-to-delete-a-folder-that-holds-archived-records.md): Why can't I delete an 'empty' folder? - [πŸ“ ➑️ πŸ“ How to move a record from one folder to another](https://help.papertrail.io/en/articles/3448859-how-to-move-a-record-from-one-folder-to-another.md): How to move records in the web and mobile application - [Why can't I see or select more than 50 records at once?](https://help.papertrail.io/en/articles/3442462-why-can-t-i-see-or-select-more-than-50-records-at-once.md): Can I see more than 50 records per page at once on the Web app? - [πŸ“πŸ”“ How to set user access permissions for folders](https://help.papertrail.io/en/articles/3359246-how-to-set-user-access-permissions-for-folders.md): Change who can see which folders in your account - [How to use tags to group and identify records](https://help.papertrail.io/en/articles/3448975-how-to-use-tags-to-group-and-identify-records.md): With details on how to add, replace or remove tags from records - [How to manage tags](https://help.papertrail.io/en/articles/6303076-how-to-manage-tags.md): Edit, delete or merge tags using Tag Manager - [How to filter for different states or due/overdue records](https://help.papertrail.io/en/articles/3206033-how-to-filter-for-different-states-or-due-overdue-records.md): Includes finding which records have been archived - [How to view all your records in your account](https://help.papertrail.io/en/articles/461320-how-to-view-all-your-records-in-your-account.md): Switch between record view and folder view to see what you want in the web and mobile application - [How to change the default view of what record information you see](https://help.papertrail.io/en/articles/356327-how-to-change-the-default-view-of-what-record-information-you-see.md): How to change the columns shown in your Account in the web application - [How to sort records alphabetically and numerically](https://help.papertrail.io/en/articles/3451960-how-to-sort-records-alphabetically-and-numerically.md) - [πŸ“ ⭐ How to see relevant information using starred folders](https://help.papertrail.io/en/articles/356329-how-to-see-relevant-information-using-starred-folders.md): Focus your account and notifications to only the folders that you are responsible for - [How to filter and export recent activities](https://help.papertrail.io/en/articles/356322-how-to-filter-and-export-recent-activities.md): Filtering account activity to see what you need ## Reports and Certificates - [πŸ“Š What is Analytics?](https://help.papertrail.io/en/articles/6202512-what-is-analytics.md): Use Analytics to report on your Papertrail accounts - [πŸ“Š What sort of report or certificate can I produce in Papertrail?](https://help.papertrail.io/en/articles/3456362-what-sort-of-report-or-certificate-can-i-produce-in-papertrail.md) - [Managing your LOLER inspections with Papertrail](https://help.papertrail.io/en/articles/5376484-managing-your-loler-inspections-with-papertrail.md): How to use the LOLER Report of Thorough Examination certificate - [How to create a LOLER inspection certificate \(legacy account\)](https://help.papertrail.io/en/articles/356314-how-to-create-a-loler-inspection-certificate-legacy-account.md): How to use the LOLER certificate - [How to create a certificate in the mobile app πŸ“±](https://help.papertrail.io/en/articles/3686893-how-to-create-a-certificate-in-the-mobile-app.md): Create a certificate for your records - [How to create a report of record or folder details in the web app πŸ’»](https://help.papertrail.io/en/articles/2052939-how-to-create-a-report-of-record-or-folder-details-in-the-web-app.md): Produce a pdf or csv report - [How to create a report in the mobile app πŸ“±](https://help.papertrail.io/en/articles/3878633-how-to-create-a-report-in-the-mobile-app.md) - [How to create a report for archived records](https://help.papertrail.io/en/articles/356325-how-to-create-a-report-for-archived-records.md): Create a report for archived records on the web application - [πŸ“₯ How to export all data from your Papertrail account](https://help.papertrail.io/en/articles/356365-how-to-export-all-data-from-your-papertrail-account.md): A step-by-step guide for Administrators to generate and download a complete archive of account records, logs, and files. - [Can I share my certificates with someone outside of my organisation?](https://help.papertrail.io/en/articles/356385-can-i-share-my-certificates-with-someone-outside-of-my-organisation.md): Share your certificates from the web and mobile app ## Searching - [How to search for a record in your account](https://help.papertrail.io/en/articles/356382-how-to-search-for-a-record-in-your-account.md) - [πŸŒŒπŸ”Ž Universal Search: Search across all your accounts](https://help.papertrail.io/en/articles/7176383-universal-search-search-across-all-your-accounts.md): how to use universal search - [πŸ“± Universal Search on Mobile](https://help.papertrail.io/en/articles/14622004-universal-search-on-mobile.md): Learn how to use Universal Search to find records, folders, tasks, and tags across all your accounts instantly. This guide covers global search navigation, hardware scanning, and connectivity requi... ## Features - [πŸ“‹ What are inspection checklists?](https://help.papertrail.io/en/articles/3456521-what-are-inspection-checklists.md) - [πŸ“‹ A list of all standard checklists available in Papertrail](https://help.papertrail.io/en/articles/2157343-a-list-of-all-standard-checklists-available-in-papertrail.md): Inspect your equipment according to manufacturer guidelines - [πŸ“‹ Can I add a custom checklist to my account?](https://help.papertrail.io/en/articles/3209348-can-i-add-a-custom-checklist-to-my-account.md): How to add a bespoke checklist to my account - [πŸ“‹ How to assign a checklist to a record](https://help.papertrail.io/en/articles/3629542-how-to-assign-a-checklist-to-a-record.md) - [πŸ“‹ How to inspect a record using a checklist on the web app πŸ’»](https://help.papertrail.io/en/articles/1973447-how-to-inspect-a-record-using-a-checklist-on-the-web-app.md) - [πŸ“‹ Add a checklist on a record inspection on the mobile app πŸ“±](https://help.papertrail.io/en/articles/1970946-add-a-checklist-on-a-record-inspection-on-the-mobile-app.md) - [πŸ“‹ How to create your own custom checklists with Checklist Editor](https://help.papertrail.io/en/articles/7994696-how-to-create-your-own-custom-checklists-with-checklist-editor.md): Checklist Editor explained - [What is Task Manager?](https://help.papertrail.io/en/articles/3504735-what-is-task-manager.md): Use tasks to evidence corrective and preventative actions - [How to create a task on the web app πŸ’»](https://help.papertrail.io/en/articles/3504685-how-to-create-a-task-on-the-web-app.md) - [How to create a task on the mobile app πŸ“±](https://help.papertrail.io/en/articles/3504681-how-to-create-a-task-on-the-mobile-app.md) - [How to manage, update and close a task](https://help.papertrail.io/en/articles/809657-how-to-manage-update-and-close-a-task.md): Add a note and change the state of your tasks - [How do I know which tasks I am responsible for?](https://help.papertrail.io/en/articles/807774-how-do-i-know-which-tasks-i-am-responsible-for.md) - [How to filter and sort the Task Manager view](https://help.papertrail.io/en/articles/810338-how-to-filter-and-sort-the-task-manager-view.md) - [Papertrail and SafetyCulture \(formerly iAuditor\) integration](https://help.papertrail.io/en/articles/3560441-papertrail-and-safetyculture-formerly-iauditor-integration.md): Audits and records in one location ## Identifiers & Scanning - [Using Barcodes, QR and Data Matrix codes for Papertrail records](https://help.papertrail.io/en/articles/356297-using-barcodes-qr-and-data-matrix-codes-for-papertrail-records.md): What type of identifier codes can I use in Papertrail to find my records? - [Where can I buy Barcodes, RFID and NFC solutions for my Papertrail records?](https://help.papertrail.io/en/articles/6058966-where-can-i-buy-barcodes-rfid-and-nfc-solutions-for-my-papertrail-records.md) - [𝄃𝄃𝄂𝄀𝄁𝄃𝄂𝄂𝄃 Adding a Barcode to a record](https://help.papertrail.io/en/articles/493092-adding-a-barcode-to-a-record.md): How to add barcodes to your records on the mobile application - [𝄃𝄃𝄂𝄀𝄁𝄃𝄂𝄂𝄃 How to Search for Records using a Barcode](https://help.papertrail.io/en/articles/3505501-how-to-search-for-records-using-a-barcode.md): Scan a barcode to search for single or multiple records using the mobile application - [How to use the DMM iD 1.0 reader](https://help.papertrail.io/en/articles/3453318-how-to-use-the-dmm-id-1-0-reader.md) - [How to assign a retrofit RFID number to a record](https://help.papertrail.io/en/articles/1664648-how-to-assign-a-retrofit-rfid-number-to-a-record.md) - [What NFC tags are compatible with Papertrail?](https://help.papertrail.io/en/articles/9356473-what-nfc-tags-are-compatible-with-papertrail.md): Our NFC tag compatibility - [How to add NFC tags to records](https://help.papertrail.io/en/articles/9356427-how-to-add-nfc-tags-to-records.md) - [πŸ“³ How to scan NFC tags to search for records](https://help.papertrail.io/en/articles/9149885-how-to-scan-nfc-tags-to-search-for-records.md): Single-scan and multi-scan in the mobile app - [How to Add a Data Matrix code onto your records and search for it \(Mobile App\) πŸ“±](https://help.papertrail.io/en/articles/12683664-how-to-add-a-data-matrix-code-onto-your-records-and-search-for-it-mobile-app.md): We've introduced a new feature to streamline your equipment management: you can now scan Data Matrix Codes directly to automatically enter them into Papertrail records. ## Product Directory - [❓ Frequently Asked Questions for Equipment Manufacturers](https://help.papertrail.io/en/articles/4811100-frequently-asked-questions-for-equipment-manufacturers.md): FAQs for Equipment Manufacturers interested in our Product Directory - [The Papertrail Product Directory explained](https://help.papertrail.io/en/articles/3512027-the-papertrail-product-directory-explained.md) - [πŸ“₯ How to import products from the Product Directory in your Papertrail account](https://help.papertrail.io/en/articles/3422515-how-to-import-products-from-the-product-directory-in-your-papertrail-account.md): Using the web and mobile application - [Using the Product Directory when creating a Papertrail account](https://help.papertrail.io/en/articles/3539605-using-the-product-directory-when-creating-a-papertrail-account.md) - [How to import your Palm Equipment products into Papertrail from our Product Directory](https://help.papertrail.io/en/articles/2834372-how-to-import-your-palm-equipment-products-into-papertrail-from-our-product-directory.md) - [How to work out the date of manufacture from a serial number](https://help.papertrail.io/en/articles/356376-how-to-work-out-the-date-of-manufacture-from-a-serial-number.md) ## Accounts and Subscriptions - [🧭 How to Navigate between Accounts](https://help.papertrail.io/en/articles/12818459-how-to-navigate-between-accounts.md): How to switch between accounts on your subscription. - [How to activate new features and functionality](https://help.papertrail.io/en/articles/15503169-how-to-activate-new-features-and-functionality.md): Not all Papertrail features are switched on by default β€” some need to be enabled for your account first. Here's what to look out for and how to check. - [How to reset your password](https://help.papertrail.io/en/articles/3629589-how-to-reset-your-password.md): I cannot access my Papertrail account - [How to change your password in Papertrail](https://help.papertrail.io/en/articles/356298-how-to-change-your-password-in-papertrail.md): Update your password - [How to change your login email address](https://help.papertrail.io/en/articles/1398930-how-to-change-your-login-email-address.md): Update your login email address - [πŸ‘€ Personalising Your User Profile Avatar](https://help.papertrail.io/en/articles/356332-personalising-your-user-profile-avatar.md): Learn how to upload a profile picture to ensure your identity is visible to your team across all account activities. - [How to upload a signature to your profile](https://help.papertrail.io/en/articles/4741197-how-to-upload-a-signature-to-your-profile.md) - [Notifications in your Papertrail account](https://help.papertrail.io/en/articles/356389-notifications-in-your-papertrail-account.md): See recent changes to the state of records and updates to Papertrail - [How to unsubscribe from email notifications](https://help.papertrail.io/en/articles/1502070-how-to-unsubscribe-from-email-notifications.md): Disable email notifications from your Papertrail account - [How to add a user to your Papertrail account](https://help.papertrail.io/en/articles/356335-how-to-add-a-user-to-your-papertrail-account.md) - [How to remove a user from your Papertrail account](https://help.papertrail.io/en/articles/3629522-how-to-remove-a-user-from-your-papertrail-account.md): Suspend a user from your Papertrail account - [User permission settings explained](https://help.papertrail.io/en/articles/2413157-user-permission-settings-explained.md) - [How to view your Subscription details](https://help.papertrail.io/en/articles/3629583-how-to-view-your-subscription-details.md): Subscription owner settings needed - [Card View](https://help.papertrail.io/en/articles/6550795-card-view.md): How to view all your accounts and subscriptions in one place - [πŸ–ΌοΈ πŸ“ Customising Your Account: Logo & Address](https://help.papertrail.io/en/articles/356366-customising-your-account-logo-address.md): Personalise your account and professionalise your inspection certificates by adding your company’s branding and contact information. - [How to add a new account to your Papertrail subscription](https://help.papertrail.io/en/articles/3625257-how-to-add-a-new-account-to-your-papertrail-subscription.md): Add a standard, demo or cloned account to your subscription - [How to delete a Papertrail account](https://help.papertrail.io/en/articles/356361-how-to-delete-a-papertrail-account.md): Deactivate an account that is no longer needed or created in error - [When will I be billed?](https://help.papertrail.io/en/articles/356295-when-will-i-be-billed.md) - [How to increase your record or user allowances](https://help.papertrail.io/en/articles/3629532-how-to-increase-your-record-or-user-allowances.md): You can't add another record or user because your Papertrail subscription has hit its limit - [How can I upgrade my subscription?](https://help.papertrail.io/en/articles/3625250-how-can-i-upgrade-my-subscription.md) - [πŸ•’ πŸ—“οΈ How to change the time and date settings](https://help.papertrail.io/en/articles/356333-how-to-change-the-time-and-date-settings.md): Why does the time I enter change by up to 24 hours? - [πŸ›‘ How to cancel your Papertrail subscription](https://help.papertrail.io/en/articles/3625341-how-to-cancel-your-papertrail-subscription.md): Information on how to cancel your subscription, including notice period requirements and essential guidance on exporting your data. ## Error Messages - [Why does my app keep crashing? πŸ“±](https://help.papertrail.io/en/articles/3452724-why-does-my-app-keep-crashing.md) - [All I can see is a blue screen when I log in to Papertrail!](https://help.papertrail.io/en/articles/3461926-all-i-can-see-is-a-blue-screen-when-i-log-in-to-papertrail.md) - [Browser cache problems](https://help.papertrail.io/en/articles/1479459-browser-cache-problems.md): If Papertrail is not responding, you may need to clear your browser's cache - [Nothing found with that RFID/Barcode](https://help.papertrail.io/en/articles/356312-nothing-found-with-that-rfid-barcode.md) - [Select record first](https://help.papertrail.io/en/articles/356320-select-record-first.md): To add a note - [Select records first](https://help.papertrail.io/en/articles/356371-select-records-first.md): To add an inspection - [πŸ“ Select the folder first](https://help.papertrail.io/en/articles/356372-select-the-folder-first.md) - [Sorry, something went wrong](https://help.papertrail.io/en/articles/356374-sorry-something-went-wrong.md) - [Sorry, this record has notes so you can't delete it](https://help.papertrail.io/en/articles/356316-sorry-this-record-has-notes-so-you-can-t-delete-it.md) - [Sorry, you can't add this record](https://help.papertrail.io/en/articles/356317-sorry-you-can-t-add-this-record.md): You can't add another record because your Papertrail subscription has hit its record limit - [Sorry, you can't add this user](https://help.papertrail.io/en/articles/356315-sorry-you-can-t-add-this-user.md): You can't add another user because your Papertrail subscription has hit its user limit - [Sorry, you can't delete this record](https://help.papertrail.io/en/articles/356319-sorry-you-can-t-delete-this-record.md) - [Sorry, you don't have permission to do this](https://help.papertrail.io/en/articles/356368-sorry-you-don-t-have-permission-to-do-this.md) - [πŸ“ ❌ This folder can't be deleted](https://help.papertrail.io/en/articles/356373-this-folder-can-t-be-deleted.md): You cannot delete a folder that has sub-folders or records in it ## States - [How to manage states](https://help.papertrail.io/en/articles/6364207-how-to-manage-states.md): Add, edit or delete states using State Manager ## Schedules & Frequency - [⏱️ Create a new frequency in Frequency Manager](https://help.papertrail.io/en/articles/12184146-create-a-new-frequency-in-frequency-manager.md): Creating a custom inspection frequency allows you to tailor your inspection schedules to meet the unique needs of your business. This guide will walk you through the process step-by-step. - [Inspection frequencies and reminders explained](https://help.papertrail.io/en/articles/356310-inspection-frequencies-and-reminders-explained.md): When will Papertrail send me reminders and notifications that a record is due? - [πŸ—“οΈ How to create a new schedule in Schedule Manager](https://help.papertrail.io/en/articles/12269931-how-to-create-a-new-schedule-in-schedule-manager.md) - [πŸ—“οΈ How to Edit, Delete, or View a Schedule](https://help.papertrail.io/en/articles/12275582-how-to-edit-delete-or-view-a-schedule.md): This guide will show you how to manage your schedules in the Schedule Manager, including editing their details, deleting them, and viewing their activity logs. - [πŸ—“οΈ Adding and Removing Schedules in Bulk and on a Single Record.](https://help.papertrail.io/en/articles/12275655-adding-and-removing-schedules-in-bulk-and-on-a-single-record.md): This guide will show you how to apply one or more schedules to a record, ensuring all the right inspections are linked and ready to go. ## PartnerHub - [🀝🏻 Share Records with PartnerHub](https://help.papertrail.io/en/articles/12427592-share-records-with-partnerhub.md) - [🀝🏻 Invite a New Partner on PartnerHub](https://help.papertrail.io/en/articles/12428931-invite-a-new-partner-on-partnerhub.md): PartnerHub allows you to invite new partners to share records with them in Papertrail. This guide will walk you through the process of accessing the hub and sending your first invitation. - [🀝🏻 Accepting Records with PartnerHub](https://help.papertrail.io/en/articles/13342265-accepting-records-with-partnerhub.md) - [🀝🏻 PartnerHub: Unsharing Records & Using Status Filters](https://help.papertrail.io/en/articles/13851380-partnerhub-unsharing-records-using-status-filters.md): You don’t have to end a partnership to revoke access to specific data. PartnerHub allows you to unshare individual records while keeping the partnership active. - [🀝🏻 PartnerHub: Deactivating & Reactivating Partnerships](https://help.papertrail.io/en/articles/13851022-partnerhub-deactivating-reactivating-partnerships.md): Managing your partner list is simple. Whether a project has concluded or you’re taking a break from a collaboration, you can move partners between Active and Inactive states to control overall access. ## Use Cases - [How can Papertrail help manage technician certifications and certificates?](https://help.papertrail.io/en/articles/15059314-how-can-papertrail-help-manage-technician-certifications-and-certificates.md)