Recent Articles
29 July 2019 - Windows Client Updated
The fileplan Windows client has had some new features added and range of bugs fixed. Version 1.2.8 can be downloaded and installed on Windows 7, 8 and 10 computers from today. You can update the fileplan Windows client by clicking on the fileplan ...
Working with Paste Linked Content
Linked Content Explained The Microsoft Office suite and other applications allow a file or content from one document to be copy and pasted inside another document. For example, part of a Microsoft Excel spreadsheet can be copied and pasted into a ...
Deleting Documents
Deleting Documents Documents can be deleted by any user with permission to do so for the particular folder. To Delete any number of documents, ensure that the check boxes for the documents are ticked (1), select the Actions pane (2) and finally the ...
Cancelling a Check Out
Cancelling a Check Out The document Check Out process can be cancelled without the need to check the document in. To Cancel the Check Out for any number of documents, ensure that the check boxes for the documents are ticked (1), select the ...
Checking In a Document
Checking In Explained Once a user has finished working with a document that they have Checked Out, it can be Checked In again, allowing it to be edited by other users. Checking In a Document To Check In a document, ensure that the check box for the ...
Popular Articles
Saving Email
fileplan Addins Saving documents in Microsoft Outlook applications is made possible through the use of Addin functions. These Addin functions must be enabled on a computer before these functions are available. To confirm that these functions are ...
Sharing Documents
Why Share Files? Sharing files allows anyone to access a set of files, even those people without access to fileplan. Access to these files can be granted for a specified period or indefinitely. To share documents, users first select a number of ...
Adding a Person
Adding a Person To create a Person, click on People, and then Add Person. Enter the required details in the dialog that appears and then click Update. Person Fields First Name: The Person's first name. Last Name: The Person's surname. Display ...
1 Aug 2017 - Windows Client Updated
The fileplan Windows client has had some new features added and range of bugs fixed. Version 1.2.4 can be downloaded and installed on Windows 7, 8 and 10 computers from today. You can update the fileplan Windows client by clicking on the fileplan ...
4 July 2017 - Web App Updated
We are pleased to announce Version 1.4 of the fileplan web application went live on 4 July 2017 for all users. This release has a number of great new features. There is no need for additional actions, just log in to access the new features. We ...