Viewing and Using Documents

Working with Documents

Documents viewed through the fileplan Web interface can be accessed on the user's local machine in a number of ways. These functions appear at the top of the search results at (1).

 

 

 

Downloading a Document

Users may wish to access a downloaded copy of a document. This option is also useful for users who do not have access to the fileplan Windows Client program. To download a document, ensure that it is highlighted and click on Download. Note, this download is only a copy, so to update the document within fileplan the file will need to be replaced using the Replace File function. 

 

Opening a Document

If the user is logged in to the fileplan Windows Client program then the user will be able to open the document directly from the Web interface. To do this, ensure that a document is highlighted and click on Open.

 

Creating a New Document

If the user is logged in to the fileplan Windows Client program then the user will be able to create a new document using the existing document as a template. To do this, ensure that a document is highlighted and click on New.

 

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