Help Center Get Ready to Organize, Track and Reserve Everything with Scanlily

Introduction to Scanlily

Getting Started

How do I set up Scanlily?Where do I get the QR labels?Can I use my own QR labels?

Item Page

What is the use of the ID field? How do I make copies of Items?

Containers

How do Containers work? Can you put a container in a container?

Adding and Customizing Item Types and Attributes

What are Item Types?Do I lose data when I change an item’s type? Who can change and edit Item Types? How do you add...

All About Attributes

What attributes (fields) are in Scanlily? What are the different attributes describing my item’s location? Why don’t...

Accessing Applessly and Methods of Scanning

How do you scan without the app installed?How do you make an item public?What are the methods for scanning a QR or...

Adding Items and Containers

What are the different ways to add items and containers?What is Manual Add?

AI Image Recognition

How do I add multiple items from one image with AI image recognition?

Alerts and Flags

How do you set Quantity alerts?How do you set an alert for when an item is flagged?What are Flags?Is the list of...

Attachments

How do Attachments work, and why are they important? What is the maximum image or file size I can attach?

Bookings

What are the three different types of bookings? What are the booking modes? Can you require and collect a signature...

Categories

How are categories useful? How do I add categories?

Dashboard

What are the dashboard elements, and what do they mean?

Export and Import

I have many assets listed in a spreadsheet. How do I get them into Scanlily?How do I migrate from another asset...

GPS and Mapping

What does it mean that my items are GPS tagged?How does the map feature work?What are the current limitations of the...

History

How do I access the History feature?How can I make use of history/audit trails?What is tracked with this feature?

Item List

How do I find and list items using the app?

Item Type

What is the Item Type used for?

Labels

How do I generate my own Scanlily QR labels? What label formats are available?  Can I add my company logo to...

Locations and Addresses

How is a Location different from an Address? When should I add multiple addresses? What are possible nesting levels...

Manage Clients

How do professional organizers manage multiple client inventories?   Can I create separate accounts for each of my...

Manage Users: User Roles and Inviting Users

What are the user roles?  What rights does each user role have? 

Notifications

What are notifications?What are the different types of notifications?How do you customize notifications?

Onboarding / Registering for Scanlily

How do you register for Scanlily?What options should I pick? When should I choose’ I would like to track...

Public Items and Passcodes

Who can make items public? What are passcodes, and how do they work?How do I prevent having to enter the passcode...

Public Message (Lost and Found)

QR Codes and Barcodes

What is the most common Scanlily QR code workflow? What are some special features of QR codes? Can I use regular...

Reports

What can I report on? Can I get custom reports?

Reminders

What are reminders?How do you set a reminder?

Scanlily Document System

Settings

How do you log out?What are the elements of a User Profile?How do settings look differently for Free vs. Pro vs....

Shareable Inventory (Inventory View)

How can I share my inventory or equipment on my own website?

Spreadsheet

How can I manipulate my items in one big view?How can I perform bulk edits on my items?How can I print labels?

Transfer Baskets

What are Transfer Baskets? Why would I use Transfer Baskets? How do Transfer Baskets help with supplier receiving?...

Triggers

What are Triggers? How do I create automated field updates? When would I use Triggers? Can I delete Triggers?

UPC and EAN Lookup

How do you scan UPC or EAN barcodes to pull up product information?

User Access Control

What are User Roles?What are User Groups?How do you restrict users to perform only certain actions on selected...

User Website

How do I access the User Website?What is on the User Website?

Web Calendar

How can I see bookings across my organization?

API

Can I integrate Scanlily with my existing business systems? How can I programmatically access my inventory data? Can...