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
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 ...
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 ...
20 May 2016 - Windows Client Updated
The fileplan Windows client has had some new features added and range of bugs fixed. Version 1.1.7 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 ...
How to Import Documents
What is the fileplan Importer? The fileplan Importer allows users to copy documents from Windows into fileplan, specifying the library and the best method to import the files. Users are also able to save the configuration of these imports so the ...