Activating a Trial Subscription
fileplan subscriptions start life as a 30 day trial with no credit card required. After 30 days, if no action is taken, the trial will expire and the subscription will be suspended pending deletion.
If your trial has expired and you would still like to activate your subscription just let us know and we will help you get your subscription running again.
Only an instance administrator can activate a trial subscription, this is the person who signed up for the trial originally unless the instance adminstrator was subsequently changed during the trial period.
A trial subscription is made active by entering credit card details as follows:
- Click the caret alongside your username in the top right of the screen when logged into fileplan and select "Account".
- From the account page click the "Enter Payment Details" button.
- You will be prompted to select the number of users required. Note, you cannot select less users than are currently in use in your trial.
- Follow the prompts to enter credit card details to complete the activation.
- You will receive an email with your invoice for the first month.
Related Articles
Re-activating a Suspended Trial Subscription
A fileplan trial subscription will become suspended if no payment details are entered at the end of a trial. An active subscription will also be suspended if a credit card payment fails multiple times. A suspended subscription can be reactivated ...Cancelling your Subscription
The Instance Administrator for your fileplan account can cancel the subscription at any time. Cancelling an account can only be done through the fileplan app - a phone or email request is not considered cancellation. Export any documents you wish to ...How can I add users to our fileplan?
Administrators can add users at any time to your fileplan instance by clicking on the People button on the top blue bar. Adding a user to fileplan On the People page, click the Add Person button and fill in all the details to create the user. The ...13 March 2016 - Web App Updated
Version 1.3 of the fileplan web application went live on 13 March 2016 for all users. This is a minor release with a number of bug fixes and two improvements. There is no need for additional actions, just log in to access the new features. We ...User Roles
Roles Explained There are five different types of Person, or Roles, each of which provides different levels of access to documents and functions within fileplan. These are assigned to a Person when it is created or can be edited later. ...