Lists Explained

Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example.

fileplan allows Administrators to create Lists. Lists can be used within a Library to organise the folders and documents it contains. For example, a Library "Clients" may be organised by a List of client names, with the same set of folders created for each list item. 

Learn more about Lists in the article What is a List.

As a user, you can filter documents in a Library by List Item, select frequently used list items as Favourites for quick access and, if authorised on your People profile, add or delete List Items.

To filter a Library by List Items, simply click in the Filter Box and begin typing. Only the List Items matching your filter will be displayed.

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